Wealth Management

THE STRENGTH OF ADVICE

We specialize in helping clients build a plan with a big picture perspective. The planning process is designed entirely around our clients' financial circumstances, their near- and long-term goals, and their comfort with investment risk. As a result of this in-depth process, we recommend the appropriate mix of managed investments, paying special attention to the suitable allocation of invested assets. We then work with clients to help ensure that these investments align with all their other financial considerations.

Our professional experience combines with the skills of other D.A. Davidson professionals in insurance and estate, financial and retirement planning to assist in developing a plan that is truly comprehensive – a wealth management plan designed to meet your long-term financial goals.

 

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

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.

2020 Annual Report

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