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Dylan M

Series 63, Series 65

Lincoln, NE

Mutual Of Omaha Investor Services, Inc.

Dylan Mac Kichan is a financial advisor with Mutual of Omaha Investor Services, Inc., holding Series 63 and Series 65 licenses and bringing five years of industry experience. His work history includes roles at Mutual of Omaha Investor Services and Union Bank and Trust. In addition to advisory services, he is licensed as an insurance agent, covering various insurance lines including life, health, and disability. Mutual of Omaha Investor Services, Inc. provides financial advisory services to individuals, corporations, and qualified retirement plans, offering a range of managed account programs and retirement plan consulting. The firm operates through platform relationships with Envestnet and uses Pershing as custodian and broker-dealer, combining advisory, broker-dealer, and insurance distribution services within the Mutual of Omaha group.

College savings (529s, UTMA, etc.) Business ownership considerations Retirement plans for business owners (SEP, solo 401k) Wealth management Founder/Business Owner
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Todd P

Series 63, Series 65

Denver, CO

Mutual Of Omaha Investor Services, Inc.

Todd Pearson is a financial advisor with Mutual Of Omaha Investor Services, Inc., holding Series 63 and Series 65 credentials and over 28 years of industry experience. He has been with Mutual Of Omaha and its affiliated insurance company since 1993. Outside of his advisory role, he serves as board chair of Greater Wyoming Big Brothers Big Sisters and volunteers on the board of a developmental preschool and daycare center. He also officiates football and softball games. Mutual Of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans, offering comprehensive financial planning and managed account programs through platform relationships with Envestnet and Pershing. The firm utilizes approved model portfolios and third-party managers while operating alongside broker-dealer and insurance distribution businesses within the Mutual of Omaha group.

College savings (529s, UTMA, etc.) Business ownership considerations Retirement plans for business owners (SEP, solo 401k) Wealth management Founder/Business Owner
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Frank U

Series 63, Series 65

McAllen, TX

Mutual Of Omaha Investor Services, Inc.

Frank Ulloa is a financial advisor at Mutual of Omaha Investor Services, Inc. with two years of industry experience. He holds Series 63 and Series 65 licenses and has a background that includes roles at Mutual of Omaha Insurance Company and as an Independent Insurance Agent. Outside of his advisory work, he is involved in insurance sales and partners in a property management business. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans, offering financial planning and managed account programs primarily through a platform relationship with Envestnet. The firm operates alongside broker-dealer and insurance businesses within the Mutual of Omaha group and offers a range of investment and advisory solutions.

College savings (529s, UTMA, etc.) Business ownership considerations Retirement plans for business owners (SEP, solo 401k) Wealth management Founder/Business Owner
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John Y

Series 63, Series 65

Overland Park, KS

Mutual Of Omaha Investor Services, Inc.

John Yates is a financial advisor with Mutual of Omaha Investor Services, Inc., holding Series 63 and Series 65 licenses and 24 years of industry experience. He has worked with Mutual/United of Omaha since 2002. Outside of his advisory role, he serves on the Village Cooperative of Overland Park Property and Safety Committees. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans, offering financial planning, managed account programs, and retirement consulting. The firm operates through platform relationships with third-party managers and integrates broker-dealer and insurance services within the Mutual of Omaha group.

College savings (529s, UTMA, etc.) Business ownership considerations Retirement plans for business owners (SEP, solo 401k) Wealth management Founder/Business Owner
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Benjamin L

Series 63, Series 65

Lincoln, NE

Mutual Of Omaha Investor Services, Inc.

Benjamin Lucks is a financial advisor with Mutual of Omaha Investor Services, Inc., holding Series 63 and Series 65 licenses and six years at the firm. He has a total of five years of industry experience, including prior roles at Dodge Partners Insurance and Vinnie Krikac State Farm Agency. In addition to his advisory work, he is an insurance agent specializing in life, health, annuities, and property and casualty lines. Mutual of Omaha Investor Services, Inc. provides financial planning and advisory services to individuals, corporations, and qualified retirement plans. The firm offers managed account programs and retirement plan consulting, delivering solutions primarily through Envestnet’s platform and working alongside broker-dealer and insurance operations within the Mutual of Omaha group.

College savings (529s, UTMA, etc.) Business ownership considerations Retirement plans for business owners (SEP, solo 401k) Wealth management Founder/Business Owner
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Valerie E

Series 63, Series 65

Atlanta, GA

Mutual Of Omaha Investor Services, Inc.

Valerie Edwards is a financial advisor with Mutual of Omaha Investor Services, Inc. She holds Series 63 and Series 65 licenses and has nine years of industry experience. Valerie has been with Mutual of Omaha Investor Services and Mutual of Omaha Insurance Company since 2010. She is also licensed as an insurance agent, offering life, health, and fixed annuities. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans, offering financial planning, managed account programs, and retirement plan consulting. The firm delivers managed solutions primarily through Envestnet and uses Pershing as custodian, with a platform that integrates broker-dealer and insurance distribution businesses within the Mutual of Omaha group.

College savings (529s, UTMA, etc.) Business ownership considerations Retirement plans for business owners (SEP, solo 401k) Wealth management Founder/Business Owner
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Bruce A

Series 63, Series 65

Glen Allen, VA

Mutual Of Omaha Investor Services, Inc.

Bruce Arnold is a financial advisor with Mutual of Omaha Investor Services, Inc., holding Series 63 and Series 65 credentials and 27 years of industry experience. He has been with Mutual of Omaha since 1996. Outside of his advisory role, Arnold operates a sales and marketing consulting business and serves on the Massanutten Military Academy Alumni Association. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans through managed account programs and third-party money manager relationships. The firm primarily delivers these solutions via a platform relationship with Envestnet and utilizes Pershing as custodian and broker-dealer.

College savings (529s, UTMA, etc.) Business ownership considerations Retirement plans for business owners (SEP, solo 401k) Wealth management Founder/Business Owner
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David H

Series 63, Series 65

Rupert, ID

Mutual Of Omaha Investor Services, Inc.

David Hruza is a financial advisor with Mutual of Omaha Investor Services, Inc. He holds Series 63 and Series 65 designations and has 25 years of experience with Mutual/United of Omaha. Outside of his advisory work, he owns and operates HRUZA Insurance Agency LLC and Fawnwood Farms, and serves on the boards of St. Luke's Magic Valley Health Foundation and United Electric Cooperative, where he is vice president. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans, offering financial planning, managed account programs, and retirement plan consulting. The firm primarily delivers managed solutions through a platform with Envestnet and emphasizes the use of MOIS-approved model portfolios and third-party managers.

College savings (529s, UTMA, etc.) Business ownership considerations Retirement plans for business owners (SEP, solo 401k) Wealth management Founder/Business Owner
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Joy M

Series 63, Series 65

Joplin, MO

Mutual Of Omaha Investor Services, Inc.

Joy Mcdonald is a financial advisor with Mutual of Omaha Investor Services, Inc., holding Series 63 and Series 65 licenses and with 12 years of industry experience. She has worked at Mutual of Omaha Investor Services since 2014 and has been with Mutual of Omaha Insurance Company since 2001. In addition to her advisory role, she operates an insurance agency focused on life and health insurance products. Mutual of Omaha Investor Services provides advisory services to individuals, corporations, and qualified retirement plans, offering financial planning, managed account programs, and retirement plan consulting. The firm primarily delivers managed solutions through a platform relationship with Envestnet and integrates brokerage and insurance services within the Mutual of Omaha group.

College savings (529s, UTMA, etc.) Business ownership considerations Retirement plans for business owners (SEP, solo 401k) Wealth management Founder/Business Owner
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Lance W

Series 63, Series 65

Clive, IA

Mutual Of Omaha Investor Services, Inc.

Lance Wright is a financial advisor with Mutual of Omaha Investor Services, Inc., holding Series 63 and Series 65 licenses and one year of industry experience. His previous work includes positions at Titan Machinery and Midstates Bank. Mutual of Omaha Investor Services provides advisory services to individuals, corporations, and qualified retirement plans, offering financial planning, managed account programs, and retirement consulting. The firm primarily delivers managed solutions through a platform relationship with Envestnet and operates alongside broker-dealer and insurance businesses within the Mutual of Omaha group.

College savings (529s, UTMA, etc.) Business ownership considerations Retirement plans for business owners (SEP, solo 401k) Wealth management Founder/Business Owner
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Ricardo D

Series 66

Coral Gables, FL

Mutual Of Omaha Investor Services, Inc.

Ricardo Dominguez is a financial advisor with Mutual of Omaha Investor Services, Inc., holding a Series 66 credential and one year of industry experience. Prior to joining Mutual of Omaha, he has held roles in healthcare and consulting, including owner and concierge pharmacist at Amrick Health LLC and staff pharmacist at Walgreens. He is also involved in real estate on a referral basis through The Valenzuela Real Estate Group and works as an independent health insurance broker with Carepoint. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans, offering financial planning, third-party money manager relationships, and managed account programs primarily through platform partnerships with Envestnet and Pershing.

College savings (529s, UTMA, etc.) Business ownership considerations Retirement plans for business owners (SEP, solo 401k) Wealth management Founder/Business Owner
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Jeffrey W

Series 63, Series 66

Peoria, IL

Mutual Of Omaha Investor Services, Inc.

Jeffrey Walker is a financial advisor with Mutual of Omaha Investor Services, Inc. He holds Series 63 and Series 66 designations and has 15 years of industry experience. His prior roles include positions at NYLIFE Securities LLC and New York Life Insurance Company. He is also licensed as an insurance agent, offering life, health, and annuity products. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans, offering financial planning, managed account programs, and retirement plan consulting. The firm delivers solutions primarily through Envestnet and Pershing platforms and operates alongside broker-dealer and insurance distribution businesses within the Mutual of Omaha group.

College savings (529s, UTMA, etc.) Business ownership considerations Retirement plans for business owners (SEP, solo 401k) Wealth management Founder/Business Owner
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Tyler V

Series 63, Series 65

Oakbrook Terrace, IL

Mutual Of Omaha Investor Services, Inc.

Tyler Vandermeer is a financial advisor with Mutual of Omaha Investor Services, Inc., holding Series 63 and Series 65 credentials and 13 years of industry experience. His prior roles include positions at FBL Financial Group, Farm Bureau Financial Services, and Country Capital Management Company. He is also an insurance agent specializing in life, health, and annuities. Mutual of Omaha Investor Services, Inc. offers advisory services to individuals, corporations, and qualified retirement plans, providing financial planning, managed account programs, and retirement plan consulting. The firm works primarily through a platform relationship with Envestnet and delivers a range of managed solutions tailored to client needs.

College savings (529s, UTMA, etc.) Business ownership considerations Retirement plans for business owners (SEP, solo 401k) Wealth management Founder/Business Owner
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Jeffrey S

CFP®, ChFC®, Series 63, Series 65

Lancaster, PA

Mutual Of Omaha Investor Services, Inc.

Jeffrey Swope is a CFP® and ChFC® professional with 38 years of industry experience, currently serving at Mutual of Omaha Investor Services, Inc. He has been with Mutual of Omaha and Kirkpatrick, Pettis, Smith, Polian Inc. since 1987. In addition to his advisory role, he is involved in insurance sales across multiple lines including life, fixed annuities, accident and health, and property and casualty. Mutual of Omaha Investor Services, Inc. provides financial advisory services to individuals, corporations, and qualified retirement plans. The firm offers a range of managed account programs and retirement plan consulting, primarily delivering solutions through platform relationships with Envestnet and Pershing.

College savings (529s, UTMA, etc.) Business ownership considerations Retirement plans for business owners (SEP, solo 401k) Wealth management Founder/Business Owner
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Desirae H

Series 63, Series 65

Sioux Falls, SD

Mutual Of Omaha Investor Services, Inc.

Desirae Hovdestad is a financial advisor with Mutual of Omaha Investor Services, Inc., holding Series 63 and Series 65 licenses and possessing 16 years of industry experience. She has been with Mutual of Omaha since 2010. Outside of her advisory role, she co-owns an insurance and investment business, Family Focused Financial LLC. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans through various managed account programs and financial planning solutions, utilizing platforms such as Envestnet and custodians like Pershing.

College savings (529s, UTMA, etc.) Business ownership considerations Retirement plans for business owners (SEP, solo 401k) Wealth management Founder/Business Owner
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Robert N

Series 63, Series 65

Easton, PA

Mutual Of Omaha Investor Services, Inc.

Robert Nestor is a financial advisor at Mutual of Omaha Investor Services, Inc. with nine years of industry experience. He holds the Series 63 and Series 65 credentials. Alongside his advisory role, he works part-time providing direct care support for individuals with developmental disabilities and at a behavioral health care facility. Mutual of Omaha Investor Services, Inc. offers advisory services to individuals, corporations, and qualified retirement plans, utilizing managed account programs and third-party money manager relationships primarily through a platform partnership with Envestnet.

College savings (529s, UTMA, etc.) Business ownership considerations Retirement plans for business owners (SEP, solo 401k) Wealth management Founder/Business Owner
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Cheryl F

Series 65

Jasper, GA

Mutual Of Omaha Investor Services, Inc.

Cheryl Farmer is a Series 65-licensed advisor with Mutual of Omaha Investor Services, Inc., where she has worked for seven years. Her background includes roles at Mutual of Omaha Insurance Company and U.S. Health Advisors. Outside of investment advising, she is active as a health insurance agent and has experience managing a small Airbnb campsite rental. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans through managed account programs and third-party money manager relationships. The firm operates alongside broker-dealer and insurance businesses within the Mutual of Omaha group and offers financial planning, retirement plan consulting, and model portfolio management.

College savings (529s, UTMA, etc.) Business ownership considerations Retirement plans for business owners (SEP, solo 401k) Wealth management Founder/Business Owner
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Freddrick T

Series 63, Series 65

Phoenix, AZ

Mutual Of Omaha Investor Services, Inc.

Freddrick Tillman Jr. is a financial advisor at Mutual of Omaha Investor Services, Inc. with two years of industry experience. He holds Series 63 and Series 65 licenses and has prior experience with Mutual of Omaha Insurance Company, Get Me Healthcare, and service in the United States Army as a combat engineer. Outside of advisory work, Tillman serves as an insurance agent and currently holds an enlisted rank in the U.S. Army. Mutual of Omaha Investor Services provides advisory services to individuals, corporations, and qualified retirement plans, offering financial planning, managed account programs, and retirement consulting. The firm operates through a platform relationship with Envestnet and emphasizes advisory services integrated with broker-dealer and insurance businesses within the Mutual of Omaha group.

College savings (529s, UTMA, etc.) Business ownership considerations Retirement plans for business owners (SEP, solo 401k) Wealth management Founder/Business Owner
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Douglas W

Series 63, Series 65

Ellicott City, MD

Mutual Of Omaha Investor Services, Inc.

Douglas Watts is a financial advisor with Mutual of Omaha Investor Services, Inc., holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. His career includes roles at Morgan Stanley and Baltimore Life. He is also licensed as an insurance agent, specializing in life, health, and annuities products. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans, offering financial planning, managed account programs, and retirement plan consulting. The firm leverages third-party money manager relationships and a platform with Envestnet to deliver managed solutions.

College savings (529s, UTMA, etc.) Business ownership considerations Retirement plans for business owners (SEP, solo 401k) Wealth management Founder/Business Owner
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Kevin Q

Series 63, Series 65

Omaha, NE

Mutual Of Omaha Investor Services, Inc.

Kevin Quinn is a financial advisor with Mutual of Omaha Investor Services, Inc., holding Series 63 and Series 65 licenses and two years of industry experience. Prior to joining Mutual of Omaha, he worked at Creighton University and has experience as a paid conference speaker on investment and insurance topics. He is also licensed as an insurance agent specializing in life and health insurance, annuities, long-term care, and Medicare/Medicaid products. Mutual of Omaha Investor Services provides advisory services to individuals, corporations, and qualified retirement plans, offering financial planning, managed account programs, and retirement plan consulting. The firm operates through relationships with third-party money managers and custodians, delivering solutions to a broad client base including both non‑high-net-worth and high-net-worth individuals.

College savings (529s, UTMA, etc.) Business ownership considerations Retirement plans for business owners (SEP, solo 401k) Wealth management Founder/Business Owner
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