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Our Team

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.

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Tim J. Harrison CPWA®, CFP®, AEP®, MSFS, CAP®

Founder and CEO

Seth Tracy CFP®, CPWA®, CLU®, ChFC®

Partner and Private Wealth Advisor

Darrin Brumbaugh CPWA®, CFP®, CLU®, ChFC®, RICP®

Partner and Private Wealth Advisor

Jack McKeegan CPWA®

Private Wealth Advisor

Brett Carson CFA®

Emily Jung J.D.

Director of Advanced Strategies

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

Service Advisor

Matt Graves CPWA®, CFP®, CAP®, ChFC®

Service Advisor

Timothy Herrick

Justin Rolfes

Director of Marketing

Jackie Hansen

Office Manager

Kari Bohn

Client Onboarding Specialist

Rachel Petersen

Client Onboarding Specialist

Phillip Northrop

Operations Associate

Angie Overby

Event and Brand Manager

Emily Wishman

Administrative Assistant

Janelle Perez

Executive Assistant

Dalma I. Seitelbach