For over 20 years, Tim has been helping clients achieve financial security by providing innovative solutions for their personal and business needs. Starting his career at Northwestern Mutual as one of the top interns in the company, Tim has now built an elite team of individuals at Harrison Financial Services who help him serve decision makers of private and public corporations in the Omaha/Metro area. Among Tim’s greatest accomplishments are being able to hire his brother Jeffrey as his first employee and later, his dad as office manager to help Tim run his business. Tim and his wife, Traci, have two children together: Lauren and Blake. The family loves to travel and you can often find them skiing/snowboarding in Steamboat or at their annual “Harrison Family Fishing Trip” in Park Rapids, Minnesota.

Jack’s storied career in finance stretches over three decades where he has been a CPA for a Big Four accounting firm, a bank officer, and a leader at Russell Investments before joining the Harrison Financial Services (HFS) team. Continuous improvement is a core belief for Jack as he strives to provide innovative solutions for clients and leadership to all of us at HFS. His breadth of knowledge has become a key difference maker when developing strategic investment, retirement income, and insurance plans. Recently, he received his greatest honor with the birth of his first grandson, who was lovingly named Jack.

Being a champion of individuals and teams meeting their goals is something Seth has been passionate about his whole life. As captain of University of South Dakota’s Men’s Swimming Program, he was able to bring the school its first conference championship. Using this leadership and team building experience, Seth now helps clients achieve financial security through strategic risk management while focusing on tax efficiency. Since 1997, he has been in the finance industry making a difference in clients’ lives and reaching out to the community through volunteer opportunities. Seth and his wife, Emilie, have three very active daughters, but he still manages to squeeze in time to participate in half marathons, marathons, and triathlons… when the Nebraska weather allows.

JoAnne started in the financial industry in 1983 and joined the investment and planning team of Harrison Financial Services in 2011. Her servant mentality has made her invaluable to helping clients reach financial freedom and resonates to her personal life. JoAnne served on the Children’s Hospital Friends’ Board as a member and/or officer for six years and helped co-chair galas and fund raising events for the hospital for an additional five years. Throughout her career, JoAnne has had many things to consider as accomplishments, but none so much as raising three strong, independent daughters.

The Chartered Advisor for Senior Living (CASL®) designation is conferred by The American College of Financial Services.

Dan started his career in the US Army where he served as an Airborne Infantryman. Gaining a taste for adventure, he went to many leadership and skill-based schools within the Army gaining critical knowledge that he applies today. Throughout his time in the service, Dan received several medals including a Purple Heart for becoming wounded in combat while serving in Iraq. After his time in the Army, Dan joined Northwestern Mutual as an intern in 2009 and was able to apply much of the discipline and skills learned in the Army to helping people focus on their financial futures. In 2014, Dan became a member of Harrison Financial Services working with the investment operations and planning team. Dan enjoys walking his dogs, grilling, and going to local events in the Omaha area.

A strong work ethic has been instilled in Carla since her days of growing up on a farm. Joining the Harrison Financial Services team in 2014, Carla has quickly expanded her role and become an invaluable addition to the administrative team ensuring clients and team members always get what is needed. Outside the office, she has a strong commitment to personal fitness, including participating in 10k and 5k races and various obstacle races. Drawing inspiration from her parents, who worked hard to provide for their family, Carla and her husband, Jack, now do the same to ensure their two boys will inherit similar values.

Dalma’s experience in the financial industry over the last 31 years helped steer Harrison Financial Services to where it is today. As part of the investment team, Dalma ensures clients’ investment needs are met and helps them through the client onboarding process. You will always find Dalma out in the community helping others through her work with the Community Quilting Center. She has even been recognized by Northwestern Mutual for her volunteer efforts. Dalma currently spends her free time with her husband, Nate, a retired Air Force veteran and enjoys spending time with her children, granddaughter, and grandpuppies.

At a young age, growing up in Kearney, NE, Kate learned the value and importance of education and continuous learning through her parents who were both educators. She moved to Omaha in 2004 to attend the University of Nebraska at Omaha on a golf scholarship. After graduating, she started her 8 year journey in marketing gaining experience in campaign management, email marketing and strategy development.

When deciding to make an industry move, Kate determined what was really important to her, building relationships and working together toward a common goal. She found both of those qualities at HFS.

As the Director of Marketing, you can find her planning top-notch client events and building and promoting the HFS brand. Outside of the office Kate enjoys spending time with her husband Colby, friends and family, especially her nephew Rex, and enjoys golfing and cooking.

As HFS’s newest member, Abdul will be gaining exposure to the business world through a financial planning internship. He was born in Omaha and moved to Lebanon at the age of ten where he was fortunate enough to gain additional perspectives on life through learning about his family and culture. After he came back to the United States, he attended Elkhorn High School and graduated in 2012. Currently, he is attending the University of Nebraska at Omaha in pursuit of his bachelor’s degree with a concentration in finance, investments, and banking on a full-ride scholarship from the Susan Thompson Buffett Foundation. Abdul is very excited about his venture with HFS and to be mentored by Dan, JoAnne, and the rest of the HFS team.

Bringing nearly 20 years of investment experience to his role at HFS, John previously worked with Fidelity in Boston as a Portfolio Specialist. His focus was on building custom portfolios designed to provide strategic solutions to meet the goals of financial advisors, wealth managers, and institutions.

John earned his Bachelor of Arts degree from the University of Northern Iowa and a Master of Science degree in Investment Management from Boston University. He completed his CFA^® certification in 2009 and is also a member of the CFA Institute and the CFA Society of Nebraska.

Outside of the office, John enjoys spending time with his wife Dina and their daughter Charlotte, along with friends and family. Additionally, he is an avid reader and is always searching for interesting ingredients and flavors to concoct his newest homebrewed beer.

As one of the newest members to the HFS team, Alex will be gaining experience and exposure to the business world through a financial planning and investment analytics internship. Since his early years, hard work and persistence have been instilled in his values, leading him to graduate a semester early from Blair High School. As a second year Junior at the University of Nebraska at Omaha, he is on a fast track toward obtaining a bachelor’s with a triple concentration in finance, investments, and banking. Alex is very excited for the opportunity to work with and be mentored by the knowledgeable team at Harrison Financial Services.

As one of the newest members to the HFS team, Grace will be gaining experience and exposure to the business world through a marketing internship. Grace is from Minneapolis, Minnesota, and enjoys spending time at the lakes with her parents and two older sisters. Grace currently studies at Creighton University and plans to graduate in Spring 2019 with a Marketing and Business Intelligence and Analytics double major. During the fall of 2017, Grace studied abroad in Sevilla, Spain, and valued her time traveling to different countries, making connections with new people, and broadening her horizons. Grace is excited to work for Harrison Financial Services and knows this team will contribute to her growth and knowledge as an individual.