Our Team

Diversity of Thought that Leads to Solutions

The diverse backgrounds of the team at Harrison Financial Services combines sophisticated financial industry experience with more than 20 post-graduate credentials. Your team gets to know your unique financial preferences and values to bring 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 J. Harrison , CPWA®, CFP®, AEP®, MSFS, CAP®

Founder and CEO

Office 402-891-2302


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Jack J McKeegan , CPWA®

Advisor

Office 402-891-2302


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Seth R Tracy , CLU®, ChFC®

Advisor

Office 402-891-2302


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JoAnne Reynolds , CFP®, CAP®, RICP®, WMCP®, CLU®

Director of Financial Planning

Office 402-891-2318


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Dan McCoy , MBA

Chief Operating Officer

Office 402-891-2313


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Kate A. Terhaar

Director of Marketing

Office 402-891-2312


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Brandon Krantz

Investment Operations

Office 402-891-2319


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Kari Bohn

Insurance Coordinator

Office 402-390-8279


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Jackie Hansen

Office Manager

Office 402-391-6651


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Michael Herrmann

Associate Financial Representative

Office 402-391-6651


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Dalma I. Seitelbach

Office 402-891-2319


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