Retire SMART is an independent financial advisory firm. Through a SMART Plan process, it helps take the uncertainty out of the client's financial future so they can enjoy the retirement they have always imagined.

Finance

Retire SMART

Retire SMART's headquarters in Omaha, NE, United States

David Brooks

Paul Ferguson

Mary Thompson

Lyndsay Stednitz

Alicia Schoon

Sean Swanson

Evan Marshall

Jacob Orand

Nick Heesch

Brad Starken

Blake Grimm

Alex Murray

Lou Brooks

Chip Maxwell

Mike Schudel

The Advisory Team at Retire SMART provides personalized financial planning and retirement solutions. They work closely with clients to develop SMART Plans, ensuring financial stability and confidence for a secure and enjoyable retirement.

Advisory Team

This department focuses on managing client accounts, enhancing customer interactions, and overseeing outreach initiatives.

Client Relations

The Client Services team at Retire SMART ensures a seamless and supportive experience for clients by managing client relationships, coordinating initial impressions, and providing personalized assistance. From onboarding to ongoing support, this team is dedicated to maintaining exceptional client satisfaction and fostering long-term relationships.

Client Services

This department provides expert guidance and strategic advice to support decision-making and improve outcomes.

Advisory Services

This department is responsible for planning, organizing, and executing events while ensuring compliance with relevant regulations.

Event Management

The Specialists team at Retire SMART is responsible for streamlining the financial planning process. The Production Specialists focus on creating and optimizing financial plans, while the Case Preparation Specialist gathers and analyzes pertinent client information to ensure tailored and effective retirement strategies.

Retire SMART

Org chart

Board & advisors

Teams

Advisory Team

Client Relations

Client Services

Advisory Services

Event Management

Specialists

Offices

Retire SMART

Org chart

Board & advisors

Teams

Advisory Team

Client Relations

Client Services

Advisory Services

Event Management

Specialists

Offices

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