Retire SMART logo

Retire SMART jobs and careers

Omaha, NE, United States

About Retire SMART

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.

Founded in 2018 by David Brooks Sr..

Founded
2018
Employees
11 to 50
Headquarters
Omaha

Leadership

The top of Retire SMART's org chart, with how many people report into each leader.

DBPhoto of David Brooks

David Brooks

President & Financial Advisor

21 reports

ASPhoto of Alicia Schoon

Alicia Schoon

Director of Client Service

6 reports

CMPhoto of Chip Maxwell

Chip Maxwell

Director of Community Outreach

2 reports

AMPhoto of Alex Murray

Alex Murray

Financial Advisor

JO

Jacob Orand

Financial Advisor

BSPhoto of Brad Starken

Brad Starken

Financial Advisor

NH

Nick Heesch

Financial Advisor

EM

Evan Marshall

Director of Tax Services

LB

Lou Brooks

Chief Compliance Officer

Board

MSPhoto of Mike Schudel

Mike Schudel

Advisor

Jobs at Retire SMART

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