Omaha

OUR OMAHA FINANCIAL ADVISORS

Bob Brady
Senior Vice President, Financial Advisor

BBrady@dadco.com | (402) 898-4327
Team Website: bigroup.dadavidsonfa.com

Bob has extensive experience helping individuals and businesses find opportunities to build and preserve their wealth through all kinds of market conditions. He began as a trainee at Kirkpatrick Pettis in 1975 and joined D.A. Davidson in February 2007 as the branch manager. His career is distinguished by his work on the National Association of Securities Dealers District Business Conduct Committee, which governs the conduct of registered representatives. In 1995, he served as Chairman of the Committee for District 4—its top leadership position. Bob's clients also benefit from his early work in sales management, which provides him with a broad-based approach and understanding of the securities industry.

Bob graduated with many honors from the University of Wyoming, where he played basketball. A native of South Dakota, he served in the South Dakota Army National Guard and the U.S. Army Reserve from 1972 to 1979. He has held various offices with the board of directors for the Happy Hollow Country Club and was the group's president in 2010. He is also an active member of St. Luke United Methodist Church.

Bob enjoys golfing, hunting and fishing. He and his wife, Barbara, have two daughters, three granddaughters, and two grandsons.

 

Rod Cerny, CFA
Senior Vice President, Financial Advisor

RCerny@dadco.com | (402) 392-7846

Rod joined SMITH HAYES in 2011, and subsequently D.A. Davidson, with over 40 years of investment experience. He previously worked at McCarthy Group Advisors and Kirkpatrick Pettis, spending 10 years as President of Kirkpatrick Pettis Investment Management, a Mutual of Omaha affiliate. Prior to that, Rod was an analyst at Perlmeter Investments and a research analyst and Director of Research at First Mid America, a regional broker-dealer located in Lincoln. Rod is a CFA® charter holder, a member of the Association of Investment Management and Research, and a past director of the Omaha-Lincoln Society of Financial Analysts. He holds a bachelor's degree in business administration with a concentration in finance from the University of Nebraska–Lincoln.

 

Brian Finn, CWS®
Vice President, Financial Advisor, Portfolio Manager

BFinn@dadco.com | (402) 392-7825
Team Website: zahminvestmentgroup.com

Brian is an Omaha native and has worked for D.A. Davidson and its predecessor firms since 2001. He is responsible for his team's operational activities, including trading, research, portfolio analysis and client reviews. He plays an integral role in investment strategy decisions and has earned his Certified Wealth Strategist (CWS®) designation from the Cannon Institute. Brian holds a bachelor's degree from the University of Nebraska at Omaha.

Brian and his wife, Nancy, have three children: Grace, identical twins Sean and Trevor, and a beloved black Lab named Finn. Brian enjoys reading, golfing and most sporting events.

 

Janae McKee Galvis, CFP®
Senior Associate Financial Planning Specialist

JGalvis@dadco.com | (402) 898-4329

Janae began her career in 2008, joining the McKee Group with her brother, Jake McKee. She holds a bachelor's degree in finance from the University of Kansas. In 2012, she completed the course to earn the CERTIFIED FINANCIAL PLANNER™ certification allowing her to better serve clients with complex issues. She has played a primary role in the development of their planning process to help clients envision their life well-lived. Janae has a methodical attention to detail and is an ideal complement to Jake, as she brings her own high level of intensity to the practice. She takes great pride in being a skillful listener and her infectious smile and spirit are always present. Janae and her husband, Daniel, enjoy traveling to visit his family in South America or embarking on other new adventures around the world. While in Omaha, you'll often find Janae honing her golf game or enjoying the outdoors with friends and family.

 

Marv Giannangelo
Senior Vice President, Financial Advisor

MGiannangelo@dadco.com | (402) 392-7832

 

 

 

 

 

Ryan Iwansky
Associate Vice President, Financial Advisor

RIwansky@dadco.com | (402) 898-4326
Team Website: bigroup.dadavidsonfa.com

Ryan joined the Brady/Iwansky Group in 2017 to help guide clients in preserving and growing assets over multiple generations. Ryan is focused on establishing a two-way communication process with clients to simplify their financial lives and answer life's difficult financial questions. Ryan strives to provide a concierge-level service by understanding each person's financial goals and resources.

Prior to joining D.A. Davidson, Ryan spent 12 years helping Fortune 1000 companies implement programs to secure their informational assets. He began his professional career in Omaha at Union Pacific Railroad and later worked in various consulting and solution architect roles servicing clients throughout the country. Ryan graduated with highest honors from the University of Nebraska at Omaha's Peter Kiewit Institute. He grew up in Columbus and currently resides outside of Blair with his wife, Cassie, and children Davis, Camden and Lydia. His interests include camping, golfing and traveling.

 

Matt Johnson
Associate Financial Advisor

MJohnson@dadco.com | (402) 392-7809
Team Website: zahminvestmentgroup.com

Matt focuses on helping the group's clients understand their investments, updates them on changing market conditions, and provides portfolio updates. He holds a bachelor's degree from the University of Nebraska at Omaha. Matt is actively involved in several civic and charitable organizations, and is a past president and current board member for both Omaha NW Rotary and the Omaha NW Rotary Foundation, an organization that supports local first responders.

 

Bob Kerby
Vice President, Financial Advisor

BKerby@dadco.com | (402) 898-4320

In Bob's lead investment advisory role with the Kerby Financial Group, he is uniquely qualified to assist business owners and individual investors alike. He joined the firm in 2009 after starting his financial advisory career in 2006 with A.G. Edwards & Sons. Previously, he was co-owner of an international import company for 25 years, where he traveled extensively throughout Asia and Europe. That experience honed his interest for small business in a changing global economy. Bob graduated from Iowa State University in 1981 with a bachelor's degree in communication and business. He is past president of the Millard Lions, former Treasurer of Nebraska Trout Unlimited, and enjoys fly-fishing trout streams with clients, friends and family members.

 

Marshall Kerby
Financial Advisor

MKerby@dadco.com | (402) 898-4323

Marshall is a partner in the Kerby Financial Group where he takes a structured approach to financial planning for business owners and individual investors alike. He joined D.A. Davidson in 2019 with nine years of project management experience, four of which were spent in Russia, Denmark and Switzerland. Marshall graduated from the University of Nebraska-Lincoln with a degree in civil engineering. He is an active member of Toastmasters and the Omaha Camera Club, and enjoys spending time in the great outdoors.

 

Brad Knuth
Senior Vice President, Financial Advisor, Portfolio Manager

BKnuth@dadco.com | (402) 392-7855

For 35 years, Brad has been helping families, professionals, business owners, foundations and corporate retirement plans chart a course and achieve their goals.  Brad joined D.A. Davidson in 2016 upon the acquisition of SMITH HAYES.  Throughout his career, he has been a recognized leader, serving on the board of directors of his prior firm, and as a member of the Chairman's Council at D.A. Davidson.  As a director of a private company, he understands the challenges facing business owners.  Having worked with countless families and as finance or investment chair of several boards, he is deeply experienced in the disciplines of wealth management, asset allocation, and distribution or retirement planning.

Brad is a leader in the community as well, and has served as board chair of several community organizations.  He currently serves as board chair of The Durham Museum, investment committee chair for the College of St. Mary, and as a director of CakeBoxx Technologies.  He is a graduate of the University of Nebraska-Lincoln, where he is a Trustee, the Securities Industry Institute at The Wharton School, and the inaugural class of the UNL at Oxford University International Business Program.  He is Series 7, 24, 63 and 65 registered.  Brad and his wife, Amy, a committed community volunteer, have two grown daughters, and enjoy traveling, golfing and attending local sporting events.

 

Susan Koesters, CAP®
Senior Financial Advisor

SKoesters@dadco.com | (402) 392-7854
Team Website: mannerskoesters.com

Susan's background as an attorney, working mother, wife, and volunteer enhances her perspective when advising her clients. Prior to D.A. Davidson, she was an investment consultant at SMITH HAYES, and before that practiced law for nearly nine years in the areas of estate planning and representing closely held businesses. Susan graduated from the University of Nebraska Omaha, cum laude, with majors in business finance and banking and financial markets, and received her law degree from Creighton University School of Law, cum laude, with a concentration in business, taxation and commercial transactions. She also holds the Chartered Advisor in Philanthropy® designation. She grew up and still resides in Gretna, Nebraska. Susan and husband, Jim, have two children, Samantha and Bodey. Susan enjoys spending time with her family and friends, traveling, audio books and her 5:00 a.m. boot camp class. She also serves on the boards of a few local nonprofit organizations and has been a member of Rotary since 2011.

 

Trevor Kula
Vice President, Financial Advisor, Co-Director of Nebraska Branches

TKula@dadco.com | (402) 898-4358
Team Website: kulaimg.com

Trevor graduated from the University of Nebraska – Kearney with a bachelor's degree in geography. Trevor transitioned from a career in golf to the investment industry in 2005. He later formed a partnership with Randy Peck at A.G. Edwards & Sons.

Trevor lives in Omaha with his wife, Kim, and their four children. He is an active member of the community, and enjoys spending his free time with his family, in the outdoors and on the golf course.

 

Russ Manners
Senior Vice President, Financial Advisor

RManners@dadco.com | (402) 392-7850
Team Website: mannerskoesters.com

Russ and the rest of his team joined D.A. Davidson in 2016 after the former SMITH HAYES merged with D.A. Davidson. Russ favors simple, conservative investment strategies that are sensitive to expenses and taxes while stressing discipline and patience. He works with clients to define their financial goals and constructs portfolios to help meet those goals. Russ began his financial services career in 1980 as a financial advisor with the Wall Street- based firm of Bache Halsey Stuart Shields and later joined Kirkpatrick Pettis where he became a First Vice President in Private Client Services. At previous firm SMITH HAYES, he was elected to the Board of Directors. Originally from London, Russ attended Creighton University and the University of Nebraska Omaha graduating with degrees in English and economics. Russ and his wife, Mary Ann, have two sons, Ryan and Mark. In his spare time, Russ enjoys reading, sports and travel.

 

Jake McKee
Senior Vice President, Financial Advisor

JMcKee@dadco.com | (402) 898-4328

Upon earning bachelor's degrees in finance and accounting from the University of Nebraska, Jake attended the College of Law at UNL where he continued building the foundation of knowledge that he utilizes with clients today. Combined with his passion for investing and understanding the “whole” client picture, his attitude and work ethic make him a valuable partner in navigating the financial markets. Beyond the office, Jake loves to enjoy the outdoors with his five daughters and beautiful wife, Kris. He also spends time giving back to the community through several organizations dedicated to helping kids find and reach their potential.

 

Hugh Ryan
Vice President, Financial Advisor

HRyan@dadco.com | (402) 898-4330

A University of Kansas graduate and a native of Culpeper, Virginia, Hugh comes from a family of financial advisors. Being in this industry for over 20 years, Hugh continues to love his profession and being able to help his clients navigate the complexities of Wall Street.

Outside of work, Hugh seeks adventure: he has visited 21 countries, been blessed by two popes, and once sung a solo in front of 10,000 people in a Mexican bullring. Hugh and his wife, Jayme, have three wonderful boys and enjoy spending as much time with them as possible.

 

Bryan Schneider
Senior Vice President, Financial Advisor, Portfolio Manager

BSchneider@dadco.com | (402) 392-7891

Bryan is a native of Schuyler, Nebraska. He graduated from Nebraska Wesleyan University with a degree in business administration, majoring in accounting. Prior to joining D.A. Davidson (formerly SMITH HAYES) in 1996, Bryan spent four years in the public accounting and consulting profession. During that time, he provided professional services to corporate clients throughout the United States. At D.A. Davidson Bryan leads a team that focuses on providing asset management and qualified retirement plan consulting services to both for-profit and nonprofit organizations.

A committed leader and volunteer in the Omaha community, Bryan is a past board member of one of the largest social service organizations in the State of Nebraska and currently serves on various nonprofit boards and committees. In 2020, he was the recipient of the Bragg Lewis Knutson Community Service Award. Given in recognition of outstanding volunteer efforts, the award is the highest honor bestowed upon a D.A. Davidson associate.

Bryan and his wife, Heather, have a son named Winston and a daughter named Giselle.

 

Marc Ward
Senior Financial Advisor

MSWard@dadco.com | (402) 392-7893

 

 

 

 

Brian Zahm
Senior Vice President, Financial Advisor

BZahm@dadco.com | (402) 392-7885
Team Website: zahminvestmentgroup.com

Brian has been helping individuals, families and organizations meet their investment goals for more than 20 years. He holds an MBA from Texas A&M University and a bachelor's degree in business administration from the University of Nebraska at Omaha.

Brian is actively involved in several civic and professional organizations, including the Omaha Business Ethics Alliance Board of Trustees, Millard Rotary Board of Directors and Community Service Committee, Tangier Shrine Temple and the Tangier Shrine Band.

 

Jeff Ziemba, CRPS®
Senior Vice President, Financial Advisor

JZiemba@dadco.com | (402) 392-7863

Jeff Ziemba, a Hastings, Nebraska, native who graduated from Nebraska Wesleyan University with a degree in business administration and a major in finance in 2005. Jeff began his career as a sales executive before joining D.A. Davidson (or its predecessor SMITH HAYES) in 2008. Jeff and his team specialize in serving corporate retirement plan clients throughout the region. Jeff has earned the professional designation of Chartered Retirement Planning SpecialistSM (CRPS®) and Accredited Investment Fiduciary® (AIF®).

 

Scott Ziemba, CWS®
Associate Financial Advisor

SZiemba@dadco.com |  (402) 392-7884

Scott, a Certified Wealth Strategist® certificant, graduated from Nebraska Wesleyan University with a degree in business administration in 2006. After obtaining his degree, Scott worked in consulting and nonprofit management for 10 years before joining D.A. Davidson (or its predecessor (SMITH HAYES). Scott is committed to serving corporate retirement plan clients and their participants. He holds the series 7 and 66 securities licenses. 

 

OUR OMAHA CLIENT SUPPORT STAFF

Hannah Barkdoll
Registered Client Associate

HBarkdoll@dadco.com | (402) 898-4333

 

Jennifer Carey
Senior Registered Associate

JCarey@dadco.com | (402) 392-7818

 

Kelli Damgaard
Senior Registered Associate, Supervisory Associate

KDamgaard@dadco.com | (402) 392-7810
Team Website: mannerskoesters.com
Team Website: zahminvestmentgroup.com

 

Jennifer Digillio
Senior Registered Associate

JDigilio@dadco.com | (402) 392-7856
Team Website: mannerskoesters.com

 

Rhonda Kilday
Senior Registered Associate

RKilday@dadco.com | (402) 392-7820

 

Gary King
Senior Registered Associate

GKing@dadco.com | (402) 392-7841
Team Website: zahminvestmentgroup.com

 

Cheryl Lammers
Senior Registered Associate

CLammers@dadco.com | (402) 898-4332

 

Ashley Reckinger, CWP
Registered Client Associate

AReckinger@dadco.com | (402) 898-4356
Team Website: kulaimg.com  

 

Sasha Schrage
Registered Client Associate

SOpal@dadco.com | (402) 898-4335
Team Website: bigroup.dadavidsonfa.com

 

Denise Shirley
Senior Registered Associate

DShirley@dadco.com | (402) 392-7814