Lincoln

OUR LINCOLN FINANCIAL ADVISORS

Charlie Bills, CRPC®
Financial Advisor

Charlie is a lifelong Lincoln resident and graduated from the University of Nebraska-Lincoln with a Bachelor of Science degree in 2002. He has a passion for building relationships with his clients and helping them achieve their financial goals. Charlie obtained his Chartered Retirement Planning Counselor® certification in 2017. He and his wife, Sara, have two children, Jackson and Abby, who keep them busy with a variety of sports and activities. Charlie is also passionate about volunteering and currently sits on the board of a local nonprofit. He enjoys golfing, fishing, camping and a variety of outdoor activities.

Mark Dolton

Mark Dolton, CFP®
Associate Financial Advisor

MDolton@dadco.com | (402) 437-1064

Mark has worked in the investment industry since 2005, and works closely with foundations, company-sponsored retirement plans, institutions and individuals. He began as an intern with the former SMITH HAYES in 2005 while still attending the University of Nebraska, and passed his licensing exam before his senior year. Originally from Omaha, Mark graduated from the University of Nebraska's College of Business Administration with a bachelor's degree in finance and emphasis in economics. He also holds the CERTIFIED FINANCIAL PLANNER™ certification. Mark has been involved with Boy Scouts of America, Knights of Columbus and his fraternity. He is also active within his church and is an alum of Leadership Lincoln XXVII.

Adam Hayes
Senior Vice President, Financial Advisor

AHayes@dadco.com | (402) 437-1057
Team Website: smithteam-dadco.com

Adam is a native Nebraskan and graduated from the University of Nebraska with a degree in business. He has been in the business for nearly 20 years, joining SMITH HAYES in 2003 and D.A. Davidson & Co. in 2016, via a merger between the two companies. With this experience, Adam concentrates on financial planning and investment management with a focus on individuals, foundations and trusts. Adam and his team utilize a comprehensive approach to wealth management by factoring in each client's tax and estate planning, often in collaboration with the client's Estate Planning attorney, CPA and other trusted members of the client's network of professionals. Adam's wife, Heidi, is also a native Nebraskan and a practicing attorney. They have three young children: Noah and twins Madison and Jordyn.

Matt Kleager, CFP®
Senior Vice President, Financial Advisor

MKleager@dadco.com | (402) 437-1028
Team Website: kleagersunderman.com

Originally from Scottsbluff, Nebraska, Matt graduated cum laude from Texas Christian University. After college, he served as an officer in the U.S. Army for four years and then joined SMITH HAYES in 2001 and D.A. Davidson in 2016 via a merger between the two companies. Matt works with individual investors, foundations and retirement plans. His team utilizes a comprehensive approach to wealth management by factoring in each client's tax and estate planning, oftentimes in collaboration with the client's attorney, CPA, and other trusted members of the client's network of professional advisors. To add a higher level of professionalism to the team's planning process, Matt obtained his CERTIFIED FINANCIAL PLANNER^TMcertification in 2010. Matt, and his wife Angela, have two children - Emme and Cale.

Tanner Leick
Associate Financial Advisor

TLeick@dadco.com | (402) 437-1003
Team Website: smithteam-dadco.com

Tanner is a graduate of the University of Nebraska-Lincoln, where he majored in finance. He began working at SMITH HAYES while attending school and joined as a full time investment consultant upon graduation in 2015. He now concentrates his practice on developing sound financial plans for individuals, foundations, and corporations. Tanner serves on the board for the Northeast Family Center in Lincoln and is a past graduate of Leadership Lincoln. He and his wife, Kaleigh, reside in Seward with their son, Hudson, daughter Palmer, and dog, Leyla.

Jane Oman
Vice President, Financial Advisor

JOman@dadco.com | (402) 437-1044

Jane started her career at a small Nebraska-based investment firm, Kirkpatrick Pettis, shortly after graduating from the University of Nebraska with a marketing degree. At that time she worked primarily as a Registered Associate but also had the opportunity to help in many other areas of the business including operations, cashiering, and compliance. Once her primary broker decided to retire, she stepped into the Financial Advisor role and began focusing on individual investors and corporations. Her goal is to provide them with a positive experience using financial planning and portfolio management. With 30 years in the business, she has gained the knowledge and wisdom to manage money in an ever-changing world of market cycles and volatility. Jane navigated through two company buyouts before landing at D.A. Davidson. Throughout all of this, Jane is, and always has been, committed to giving her clients the “white glove” treatment in every aspect of service and trust. Jane volunteered in the Lincoln Public Schools system as PTSO president and Booster Club treasurer for several years and now volunteers as a mentor for the UNL Athletics – Life Skills and Enrichment Program. In her personal time, Jane enjoys physical fitness, remodeling her home, and bringing together family and friends.

Keith Peterson, CFP®, RICP®
Senior Vice President, Financial Advisor

KeithPeterson@dadco.com | (402) 437-1035
Team Website: keithjpeterson.com

Keith, an Associate Vice President, Financial Advisor and CERTIFIED FINANCIAL PLANNER™ professional, started at SMITH HAYES in 2011, and joined D.A. Davidson & Co. in July 2016 via a merger between the two companies. He is originally from Chadron, Nebraska and graduated from the University of Nebraska-Lincoln, College of Business Administration with a bachelor's degree in finance, a minor in economics, and an emphasis in investment analysis. Keith currently serves on the Chancellor's Alumni Advisory Council for the University of Nebraska-Lincoln, volunteers with Junior Achievement, helps deliver Meals on Wheels, is a Greeter at Christ Lutheran Church, and is active member of the Lincoln Young Professionals Group. He is a past Chair and Leadership Council member of the Lincoln Young Professionals Group, past board member for the Lincoln Chamber of Commerce, and graduate of Leadership Lincoln Class 29.

Outside of the office, Keith enjoys traveling, and spending time with friends and family. Keith and his wife, Mallory, have an extremely energetic Nova Scotia Duck Tolling Retriever named Colby that keeps them busy at home.

Todd Peterson
Senior Vice President, Financial Advisor

TWPeterson@dadco.com | (402) 437-1013

Todd and his team joined D.A. Davidson in 2016 when the firm merged with the former SMITH HAYES. He began working in the financial services industry before graduating from college in 1993. A Lincoln native, he graduated from Nebraska Wesleyan University with a bachelor's degree in business administration and a major in management. As a financial advisor, Todd specializes in foundations, company-sponsored retirement plans, institutions and individuals, matching his clients with the best investments for their needs. Todd volunteers on various community boards including for the Lincoln Children's Zoo, Friends of Woods Tennis and his church.

Jeff Semrad
Associate Vice President, Financial Advisor

JSemrad@dadco.com | (402) 437-1011

Jeff is a Nebraska native and a University of Nebraska-Lincoln graduate. He was introduced to the industry by his father, Dan, and had a 20-year partnership with him. Jeff has his Series 7 and 66, as well as his Life and Annuity Insurance license. Outside of the office, he enjoys coaching and spending time with his family. He has been married to his wife, Jamie, for 15 years and they have a son, Griffin, and a daughter, Blake.

Lisa Smith, CWS®
Senior Vice President, Financial Advisor, Portfolio Manager

LMSmith@dadco.com | (402) 437-1024
Team Website: smithteam-dadco.com

Lisa is a native Nebraskan and a UNL graduate. She spent 14 years in the banking industry as Senior Vice President for a regional bank where she specialized in commercial lending and private banking, which included setting up the private banking division of the bank. In this role she helped high net worth individuals with a vast array of financial services. In 1999 she moved to SMITH HAYES to become a financial advisor. Lisa concentrates her practice on developing solid financial plans for individuals, foundations, trusts and corporations. She holds a Certified Wealth Strategist^® designation. Lisa is involved on several community boards including the Joslyn Museum of Art, the University of Nebraska-Lincoln College of Business, the Child Advocacy Center in Lincoln, and on the chair of the Tabitha Foundation board of directors, among others.

Brian Sunderman, CWS®
Associate Financial Advisor

BSunderman@dadco.com | (402) 437-1016
Team Website: k leagersunderman.com

Brian graduated from the University of Nebraska–Lincoln with a bachelor's degree in finance and accounting. While attending school, Brian began his career with the former SMITH HAYES in 2012. Brian works with individual investors, foundations, and retirement plans and through his team's process, he helps create customized financial plans addressing the full spectrum of planning needs. Brian earned his Certified Wealth Strategist® designation in 2017 in order to supplement his team's planning process. Brian and his wife Jenna enjoy spending time with their young daughter, Hallie.

OUR LINCOLN CLIENT SUPPORT STAFF

Kourtney Colberg
Client Associate

KColberg @dadco.com | (402) 437-1010

Denise Deter, FPQP®
Senior Registered Associate

DDeter@dadco.com | (402) 437-1021
Team Website: k leagersunderman@dadco.com

Melanie Johnson, CFP®, FPQP®
Senior Registered Financial Planning Associate

MAJohnson@dadco.com | (402) 437-1019

Dana Leetch, FPQP®
Senior Registered Associate

DLeetch@dadco.com | (402) 437-1076
Team Website: keithjpeterson.com
Team Website: smithteam-dadco.com