Retire Smart Employee Directory

Retire Smart corporate office is located in 13815 Fnb Pkwy Ste 400, Omaha, Nebraska, 68154, United States and has 11-50 employees.

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Employees by Department

Departments

Number of employees

Finance

Sales

Operations

C-Suite

Legal

Marketing

Human Resources

Key Employees of Retire Smart

DB
David Brooks
President
PhoneEmail
PhoneEmail
PhoneEmail
PhoneEmail
PhoneEmail
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Retire Smart Global Presence

Location	People at location
North America	11-50

Index of contact profiles from Retire Smart

Hundreds of professionals searching for Retire Smart have connected with key decision-makers. Join them?

Contact Name

Contact Info

Job Title

HQ Location

CW
Caeden Webster
Email Direct
Client Service Coordinator
United States , Nebraska , Omaha

JC
Joshua Cheatle
Email Direct
Director, Advisory Services
United States , Nebraska , Omaha

AS
Alicia Schoon
Email Direct
Director, Talent Management
United States , Nebraska , Omaha

EM
Evan Marshall
Email Direct
Tax Planning Chief & Officer
United States , Nebraska , Omaha

MB
Michael Bizzarri
Email Direct
Director, Sales & Business Development
United States , Nebraska , Omaha

BG
Blake Grimm
Email Direct
Financial Advisor
United States , Nebraska , Omaha

DB
David Brooks
Email Direct
President
United States , Nebraska , Omaha

SS
Sean Swanson
Email Direct
Financial Advisor
United States , Nebraska , Omaha

BS
Bradley Starken
Email Direct
Financial Advisor
United States , Nebraska , Omaha

AM
Alexander Murray
Email Direct
Financial Advisor
United States , Nebraska , Omaha

LS
Lyndsay Stednitz
Email Direct
Vice President, Operations
United States , Nebraska , Omaha

MT
Marisa Tomlinson
Email Direct
Customer Service Specialist
United States , Nebraska , Omaha

AH
Alexis Hoover
Email Direct
Client Services Coordinator
United States , Nebraska , Omaha

TH
Timothy Herrick
Email Direct
Lead Advisor
United States , Nebraska , Omaha

Former Employees at Retire Smart

Explore people who held key positions, contributed to Retire Smart's success, and advanced their careers.

MM
Miles Morrissey
Vice President, Wealth at AE Wealth Management
Worked as Financial Advisor
at Retire Smart
Email Direct
DL
Dayne Lawyer
Vice President, Retire... at MDRN Capital
Worked as Lead Financial Advisor
at Retire Smart (2022-2023)
Email Direct
VP
Vicki Park
Corporate Recruiter at IMCS Group
Worked as Event Coordinator
at Retire Smart (2023-2023)
Email Direct

Explore More

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Frequently Asked Questions Regarding Retire Smart Employees

How many employees does Retire Smart have?

Retire Smart has 11-50 employees

Who are Retire Smart key employees?

Some of Retire Smart key employees are David Brooks

Where is Retire Smart located?

Retire Smart’s headquarters are located at 13815 Fnb Pkwy Ste 400, Omaha, Nebraska, 68154, United States

How do I contact Retire Smart?

Retire Smart Contact Info: Phone number: (402) 369-7777 Website: www.retiresmartnow.com

What does Retire Smart do?

Retire SMART is an independent financial advisory firm. Through a SMART Plan process, we help take the uncertainty out of our client's financial future so they can enjoy the retirement they have always imagined. Our president and founder, David Brooks is a Certified Income SpecialistTM and a Certified Healthcare Reform Specialist®.... Read More

Is Retire Smart a public company?

Retire Smart is private company therefore does not currently have an official ticker symbol

See more information about Retire Smart Employees