The diverse backgrounds of the team at Harrison Financial Services combines sophisticated financial industry experience with more than 30 post-graduate credentials. Our team gets to know your unique financial preferences and values, bringing you well researched options and recommendations. We are based in Omaha, NE and value the ability to develop meaningful relationships with our clients and their families to better understand their vision and how we can be a part of it.
Tim is a Private Wealth Advisor, holding the Certified Private Wealth Advisor® (CPWA®) designation, and is the founder and CEO of Harrison Financial Services. For over 25 years, Tim has been helping clients achieve financial security by providing innovative solutions for their personal and professional needs.
Tim began his career at Northwestern Mutual as an intern and quickly became a leader in the industry. In addition to serving clients individually, Tim has worked to build an elite team of individuals who help him serve decision makers of private and public corporations in the Omaha metro area.
Tim believes strongly in the benefits of legacy planning and helping clients realize their full potential in all aspects of life – health, family, legacy friendships, finance, and spirituality. Exemplifying a culture of gratitude, accountability and community, Tim is committed to helping families build a better life, legacy, and community.
When Tim isn’t busy building relationships with our clients, he can be found on the golf course, traveling, and enjoying activities with his wife, Traci, and two children.
Darrin is a Wealth Management Advisor and partner at Harrison Financial Services. For over 20 years, Darrin has been developing personalized, strategic plans that help our clients meet their personal and financial goals.
Darrin began his career in June of 1998 following his career start as a math teacher and coach in the York Public School system. Through holistic planning, Darrin skillfully supports the goals of the business leaders and agricultural community of central and eastern Nebraska and across the country.
In addition to his commitment to clients, Darrin believes strongly in giving back to his community. He is dedicated to sharing his intellectual and financial resources with numerous organizations, including Alex’s Lemonade Stand Foundation, Children’s Hospital & Medical Center, Camp CoHoLo, York County Development Center, Fellowship of Christian Athletes, Concordia University, Heartland Evangelical Free Church, and York Area Chamber of Commerce.
When Darrin isn’t busy serving our clients, he and his wife Terri, are busy and enjoying raising three highly active daughters, Isabelle, Ava, and Harper. They are proud to call Central Nebraska their home and continue to stay active with the community, church, and local school system. In addition to spending time with his wife and daughters, Darrin thoroughly enjoys freshwater fishing, upland game hunting, water sports, and exercise.
Jack is one of Harrison Financial Services’ private wealth advisors, offering comprehensive financial planning and investment services to our clients.
Jack has over 30 years’ experience in the financial services sector, with roles ranging from a CPA for a Big Four accounting firm to a bank officer. Jack perfected his ability to connect his technical financial skills with building lasting client relationships and found the perfect home at HFS. His breadth of knowledge is a key differentiator when developing strategic investment, retirement income, and wealth management plans for our clients.
Jack obtained a degree in accounting from Arizona State University, had his CPA license, and is a Certified Private Wealth Advisor® (CPWA®).
When Jack isn’t focused on providing innovative solutions for clients, he can be found on the golf course, attending a sporting event, or enjoying time traveling with his family.
Seth is one of Harrison Financial Services’ private wealth advisors, offering comprehensive financial planning and investment services to our clients.
From a young age, Seth always felt drawn to a career where building long-term relationships was a focus, and where he was presented with new opportunities to grow and learn. At HFS, Seth believes “every interaction with our clients provides the opportunity to move the relationship in a positive direction or learn from that client experience”.
Seth has been serving clients in the financial services industry for over 20 years. He holds a degree in business administration with a concentration in marketing and has obtained his CERTIFIED FINANCIAL PLANNER™ (CFP®) certification and CPWA® designation.
When Seth is not busy studying and understanding how investments need to coordinate with investor behavior over long periods of time, he is busy pursuing his fitness journey as part of the Crossfit community. Seth and his wife, Emilie, have three daughters.
JoAnne is a Director of Financial Planning for Harrison Financial Services and is instrumental in maintaining client relationships. Working directly with clients, and behind the scenes, JoAnne helps build and implement comprehensive wealth management plans.
JoAnne started in the financial industry in 1983, earned her CERTIFIED FINANCIAL PLANNER™ (CFP®) designation in 1987 and joined the investment and planning team of Harrison Financial Services in 2011. Her servant mentality and devotion to ensuring client satisfaction has made her invaluable to helping clients reach financial freedom.
JoAnne holds a bachelor’s degree from Villanova University and has obtained over ten credentials and certifications in the financial industry.
When JoAnne isn’t busy building lifelong client relationships, she can be found enjoying time with her husband and three daughters, spoiling her new grandson, and enjoying a glass of wine!
Matt is a Service Advisor with Harrison Financial Services, offering support to the families we serve by facilitating the financial planning process and leading special projects for the HFS team to evolve the client experience.
For as long as he can remember, Matt has always wanted to work in the financial services industry. He even has the answer to “what do you want to do when you grow up” in his 5th grade yearbook to prove it! Matt believes strongly in HFS’s philosophy of doing what we say we will do, when we say we will do it and enjoys working with our purpose driven team.
Matt graduated from the University of Nebraska at Lincoln in 2020 where he received a Bachelor of Science in business administration with a concentration in finance.
When Matt isn’t focused on multigenerational planning for our clients, he can often be found in an arena showing horses, golfing, or cheering on the Nebraska Cornhuskers!
Sean is responsible for developing global investment strategies and overseeing the investment committee of HFS Investments. In his role, Sean is responsible for the creation and implementation of investment models and strategies used in client portfolios.
Prior to joining Harrison Financial Services, Sean spent over 20 years at Wells Fargo where he was Managing Director of equity strategies and Co-head of Global equity strategy. He has over 30 years of experience in the investment management and research business and has traveled extensively internationally – from Asia to South America to Europe - to gather firsthand knowledge and information about global economies and markets. Sean is a sought after thought leader on global capital markets and the implications on client portfolios, having appeared in Bloomberg, The Wall Street Journal, USA Today, and on CNBC. He is a CFA® Charterholder and is past president of the CFA Society of Nebraska.
When Sean isn’t doing all things investments for HFS, he can be found spending time with his wife, six kids and two dogs. He also enjoys reading, hiking, and collecting bourbon!
Watch this video to learn more about Sean's role at HFS.
Dan is Harrison Financial Services’ Chief Operating Officer. As a member of the executive team, Dan provides strategic oversight of the day-to-day administrative and operational functions of our business.
Dan is a decorated veteran, having started his career in the US Army where he served as an Airborne Infantryman. With a taste for adventure, Dan attended numerous leadership and skill-based schools within the Army, gaining critical knowledge that he applies to our business today. Dan guides our ongoing growth strategy, while simultaneously developing our team. He believes strongly in challenging people, helping them to unlock who it is they can be and accomplish things they never thought possible.
When Dan isn’t busy ensuring the HFS strategy is at the center of everything we do, he can be found spending time with his family, working in his yard, listening to live music, and enjoying a cold beer with friends!
Amanda is Harrison Financial Services’ Director of Marketing. From developing branded messaging to communicating key performance indicators, Amanda keeps overall marketing strategies and business objectives at the center of everything we do.
Prior to joining HFS, Amanda helped lead the marketing efforts for organizations in the higher education and health care industries. She has over 15 years’ experience with marketing and brand strategy, corporate communications, and lead generation. She has a passion for leadership and strategy development and implementation.
Amanda has an undergraduate degree in communications from DePauw University and a Master of Business Administration in marketing and strategy from the University of Chicago.
When Amanda isn’t helping enhance our brand, she can be found enjoying time with her husband and three daughters. Or, more likely, driving to, picking up from, and volunteering for their cheerleading, show choir and extracurricular activities.
Blair is a Financial Planning Analyst with Harrison Financial Services. In his role, Blair serves our clients through expert financial planning and investment management.
Blair has particular interest in trading strategies and market history and is passionate about our purpose of helping families build a better life, legacy, and community.
Blair received his undergraduate degree from the University of Nebraska at Omaha and his master’s in business administration with a concentration in finance from Midland University.
When Blair isn't focused on serving HFS clients, he enjoys spending time with his wife and kids, attending live performing arts, or reading anything by Michael Lewis.
Brandon is Harrison Financial Services’ Investment Analyst. In his role, Brandon is responsible for trading and asset movement, supporting the investment committee with market research, and delivering investment observations of outside assets to our advisor team.
Brandon has a passion for the financial industry and markets and says, optimizing portfolios for our clients so they can achieve their financial goals and future aspirations is what he loves best about his role at HFS.
Prior to Harrison Financial Services, Brandon worked for a brokerage firm and completed several internships in Omaha. He has a business administration degree in economics and business ethics from Creighton University and has completed his Series 7 and 63.
When Brandon isn’t researching securities and following the everyday movements of the markets, he can be found spending time with family and friends, trying new restaurants, listening to live music, and cheering on his beloved Chicago Cubs!
Kari is Harrison Financial Services’ Client Onboarding Specialist. In her role, Kari is responsible for helping transition new clients to our firm. Whether helping clients with insurance or investments, Kari is a primary point of contact for the implementation of services.
Kari began her career in insurance, capitalizing on the industry’s need for attention to detail and personnel who excel at multi-tasking. She found her niche at Harrison Financial Services where she combines her organizational skills with her love of forging relationships with clients. Her philosophy is simple – treat others how you would like to be treated and take the necessary steps to make things easy for our clients.
Kari is a graduate of Hastings College.
When Kari isn’t busy onboarding our clients, she can be found caring for her toddler triplets or spending time with her husband and friends enjoying a good craft beer!
Claire is Harrison Financial Services’ Client Service Administrator. In her role, Claire is responsible for servicing and maintaining our clients’ accounts. Whether working directly with clients or supporting fellow team members, Claire’s outgoing personality and exceptional work ethic are invaluable to our client service experience.
After stumbling into the financial services industry via LinkedIn, Claire was determined to help build a stronger female presence in the financial services industry. Claire enjoys every opportunity to connect with our clients and believes that genuine intent and authenticity are the key to developing deep client connections.
Claire, raised in Minnesota, traveled to Nebraska to attend Creighton University where she earned her Bachelor of Arts degrees in English and psychology.
When Claire isn’t busy serving our valued clients, she can often be found on a long run listening to Taylor Swift or enjoying the company of her sand volleyball team, the Volleyllamas. Claire also enjoys spending the summers working at Werner Park supporting the Omaha Storm Chasers!
Jackie is Harrison Financial Services’ office manager and is instrumental in ensuring our team provides exceptional service to our clients. In addition to helping with preparations for client meetings, Jackie is responsible for technology, supplies, licensing and continuing education support, and general office management.
Jackie has provided support for financial representatives for over 14 years and believes strongly in the products and investment services that help clients build a secure foundation for their future. Jackie is committed to providing timely and quality customer service to our internal team and clients and lives our mission of “helping families build a better life, legacy, and community.”
Jackie holds a legal office specialist diploma from Iowa Western Community College and has attended numerous continuing education classes and workshops.
When Jackie isn’t busy ensuring the office runs smoothly and keeping the HFS team on track, she can be found spending time with her husband, three sons, and extended family. Jackie also finds time to garden, read, and share in her son’s interest of music.
Carly is Harrison Financial Services’ Event and Brand Manager, supporting the Director of Marketing in all things event and communication related. In her role, Carly helps build brand awareness and strengthen our client communications. From planning events to managing social media and everything in between, Carly ensures our brand promise is the focal point of everything we do.
Before starting at HFS, Carly was a College Financial Representative at Northwestern Mutual. During her internship she found a passion for building relationships and connecting clients with the right people.
Carly attended the University of Nebraska Omaha where she graduated with a Bachelor of Science in Business Administration with concentrations in Sales, Marketing, and Management.
If Carly is not researching the latest marketing trends, she can be found outside running in beautiful weather or meal prepping her latest Pinterest finds. You might even see her working at Village Grinder, her favorite local coffee shop.
Phillip is an Operations Associate at Harrison Financial Services. In his role, Phillip is responsible for helping onboard new investment clients, as well as servicing existing accounts by executing and monitoring new asset transfers and investment strategies.
Phillip is committed to providing exceptional client service through detailed communications and setting clear expectations. He enjoys getting to know our clients on a personal level and helping them plan for their future every day.
Phillip is currently enrolled at Bellevue University where he will obtain a bachelor’s in business administration in 2022.
When Phillip isn’t busy being an integral part of servicing our clients and studying, he can be found spending time outside, fishing, and camping with his fiancé and son.
Janelle is an Executive Assistant with Harrison Financial Services, supporting our CEO and COO, and serving as a critical communication liaison between our executive leaders and the rest of our team.
Janelle started her career in the legal field as a paralegal, but after several years decided to pursue a different career path in the financial services industry. It is here that Janelle discovered her passion for helping clients plan for their financial futures. Janelle enjoys being part of the Harrison Financial Services team and believes each team member possesses unique skillsets that, when combined, positively impact the lives of others.
Janelle attended Northeast Community College where she obtained her Associate of Applied Science in Paralegal.
When Janelle isn’t busy keeping our executives on track, she can be found spending quality time with her son and boyfriend. She enjoys attending her son’s football and wrestling events, camping outdoors, and playing board games.
Rachel is one of Harrison Financial Services’ Client Onboarding Specialists. In her role, Rachel is responsible for helping transition new clients to our firm. Whether helping clients with insurance or investments, Rachel is a primary point of contact for the implementation of services.
As a former teacher, Rachel is passionate about helping others. She found her niche in the financial services industry where she excels at helping clients take steps toward achieving their personal and financial goals.
Rachel holds an undergraduate degree from Crown College in St. Bonifacius, MN and a master’s degree from the University of Nebraska, Kearney. She has also completed the Life and Health Insurance certification and the Series 6 registration.
When Rachel isn’t busy onboarding our clients, she can be found serving her church with her husband Ben, entertaining family and friends, and learning to quilt. She also has a goal of learning to play the guitar!
Angela is Harrison Financial Services’ Client Service Coordinator. In her role, Angela is responsible for ensuring our clients maintain a timely service plan schedule and that our advisors are informed of client needs and expectations.
Having worked in a family business for over 20 years, Angela knows the importance of timeliness and client service. She is thrilled to be on the Harrison Financial Services team, where she combines her love of communicating with clients with her ability to keep all our advisors on track.
When Angela isn’t busy coordinating client meetings, she can be found spending time with family and friends, serving as volunteer extraordinaire, and supporting her two kids in everything they do!
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.