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.

 

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

Founder and CEO

Office 402-891-2302


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

Partner and Private Wealth Advisor

Office 402-362-1832


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Jack McKeegan , CPWA®

Private Wealth Advisor

Office 402-891-2302


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Seth Tracy , CFP®, CPWA®, CLU®, ChFC®

Partner and Private Wealth Advisor

Office 402-891-2302


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

Service Advisor

Office 402-891-2318


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Matt Graves , CPWA®, CFP®, ChFC®

Service Advisor

Office 402-390-8278


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Sean A. Lynch , CFA®

Chief Investment Officer

Office 402-891-2302


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Dan McCoy , MBA, CFP®, ChFC®, CLU®

Chief Operating Officer

Office 402-891-2302


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Amanda Smith

Director of Marketing

Office 402-390-8299


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Blair Koehn

Financial Planning Analyst

Office 402-891-2317


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Brandon Krantz

Investment Analyst

Office 402-891-2302


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Kari Bohn

Client Onboarding Specialist

Office 402-891-2302


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Claire A Ellis

Client Service Administrator

Office 402-390-8283


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Jackie Hansen

Office Manager

Office 402-891-2302


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Carly Kirsch

Event and Brand Manager

Office 402-891-2302


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Phillip Northrop

Operations Associate

Office 402-362-1832


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Janelle Perez

Executive Assistant

Office 402-891-2302


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Rachel Petersen

Client Onboarding Specialist

Office 402-362-1832


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Angela C. Rickels

Client Service Coordinator

Office 402-891-2302


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Dalma I. Seitelbach

Office 402-390-8242


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