Omaha, NE Regency Parkway Office

Jeffrey Ziemba is a financial advisor at D.A. Davidson & Co. in Omaha, NE, holding a Series 66 designation with 18 years of industry experience. He has been with D.A. Davidson & Co. since 2016. Outside of his advisory role, he serves as secretary for the Lamp of Learning Educational Foundation and is on the board of directors for the Fire Ridge Homeowners Association. D.A. Davidson & Co. provides a range of investment advisory and brokerage services to individual investors, employer-sponsored retirement plans, charitable organizations, and corporate clients. The firm offers ERISA retirement plan advisory, equity research, financial planning, and a Private Wealth program for high-net-worth clients, operating under fiduciary standards with both qualitative and quantitative investment analysis.

Sarah Robak is a CFP® and CFA® with 11 years of experience in the financial industry. She currently works at D.A. Davidson & Co. and previously held positions at Bridges Investment Management Inc., TD Ameritrade, and Horsepower Today. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including retirement plans, individual and high-net-worth investors, charitable organizations, and corporate clients. The firm operates under fiduciary standards and offers a range of services such as retirement plan advisory, comprehensive financial planning, and a private wealth program for clients with over $20 million in net worth.

Katherin Jones is a financial advisor at D.A. Davidson & Co. in Omaha, NE, with 12 years of industry experience. She holds Series 63 and Series 66 credentials and has been with D.A. Davidson & Co. since 2016. D.A. Davidson & Co. provides investment advisory and brokerage services to various clients, including retirement plans, individual investors, charitable organizations, and corporate clients. The firm offers services under fiduciary standards, including ERISA retirement plan advisory, comprehensive financial planning, and a private wealth program for clients with over $20 million in net worth.

Gary King is a financial advisor with D.A. Davidson & Co. in Omaha, NE, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has been with D.A. Davidson since 2016. Outside of his advisory role, King is involved in youth and amateur sports officiating as a hockey referee and baseball umpire, and he owns a vending machine business. D.A. Davidson & Co. offers investment advisory and brokerage services to a diverse client base, including retirement plans, individual and high-net-worth investors, charitable organizations, and corporate clients. The firm provides a range of services under fiduciary standards, including retirement plan advisory, financial planning, and wealth management, and participates in municipal advisory and underwriting activities.

Scott Ziemba is a financial advisor at D.A. Davidson & Co. in Omaha, NE, holding a Series 66 designation with 12 years of industry experience. He has been with D.A. Davidson & Co. since 2016. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including employer-sponsored retirement plans, individuals, charitable organizations, and corporate clients. The firm offers a range of services, including ERISA retirement plan advisory, comprehensive financial planning, and a Private Wealth program for ultra-high-net-worth clients, operating under the Advisers Act fiduciary standard and ERISA fiduciary duties.

Patrick Regan is a financial advisor with D.A. Davidson & Co. in Omaha, NE, holding a Series 66 designation and bringing 26 years of industry experience. He previously worked at Wells Fargo Advisors Financial Network LLC for 16 years and CapTrust Financial Advisors, LLC for one year. Regan serves on several finance and investment committees, including the St. Vincent de Paul Church of Omaha endowment committee and the Omaha Archdiocese Archbishop’s Committee for Development, and holds leadership roles with local organizations such as the Estates of Huntington Park HOA. D.A. Davidson & Co. provides advisory and brokerage services to a diverse client base, including retirement plans, high-net-worth individuals, charitable organizations, and corporate clients. The firm offers a range of services under fiduciary standards, combining qualitative and quantitative analysis to manage investments and financial plans, and distinguishes itself through municipal advisory activities and affiliated custodial services.

Rhonda Deitchler is a financial advisor at D.A. Davidson & Co. with 26 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked for Wells Fargo Advisors Financial Network LLC for 16 years. D.A. Davidson & Co. offers investment advisory and brokerage services to a diverse client base, including retirement plans, individual investors, charitable organizations, and corporate clients. The firm operates under the Advisers Act fiduciary standard and ERISA fiduciary duties, providing a range of services from retirement plan advisory to comprehensive financial planning and specialized wealth management for high-net-worth clients.

Ashley Reckinger is a financial advisor with D.A. Davidson & Co. in Omaha, NE, holding a Series 66 designation and 10 years of industry experience. She has been with D.A. Davidson & Co. since 2015. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including retirement plans, individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers a range of services such as ERISA retirement plan advisory, wrap fee programs, equity research, and comprehensive financial planning, operating under fiduciary standards with both qualitative and quantitative investment analysis.

Susan Koesters is a financial advisor at D.A. Davidson & Co. with 16 years of industry experience. She holds a Series 66 designation and has been with D.A. Davidson since 2016. Outside of her advisory role, she serves on the board of directors for the Gretna Community Foundation and is involved in bookkeeping and administrative duties for a construction company. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including retirement plans, individual investors, charitable organizations, and corporate clients. The firm operates under the Advisers Act fiduciary standard and ERISA fiduciary duties, offering a range of services such as retirement plan advisory, financial planning, equity research, and wealth management for high-net-worth clients.

Brady Sutfin is a financial advisor at D.A. Davidson & Co. in Omaha, NE, holding a Series 66 designation with three years of industry experience. His work history includes multiple roles at D.A. Davidson, as well as positions at SilverStone Group, Lutz, and KPMG. D.A. Davidson & Co. provides investment advisory and brokerage services to diverse clients, including retirement plans, individual and high-net-worth investors, and charitable and corporate clients. The firm adheres to fiduciary standards under the Advisers Act and ERISA, offering services such as retirement plan advisory, comprehensive financial planning, and a private wealth program for clients with substantial net worth.

Jennifer Carey is a financial advisor at D.A. Davidson & Co. in Omaha, NE, with 29 years of industry experience. She holds Series 63 and Series 65 licenses and has been with D.A. Davidson since 2016. Outside of her advisory role, she serves as a notary public for the state of Nebraska. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including employer-sponsored retirement plans, individual investors, charitable organizations, and corporate clients. The firm offers a range of services such as ERISA retirement plan advisory, wrap fee programs, equity research, comprehensive financial planning, and a private wealth program for clients with net worth over $20 million.

Russell Manners is a financial advisor at D.A. Davidson & Co. in Omaha, NE, holding Series 63 and Series 65 licenses with 45 years of industry experience. He has been with D.A. Davidson & Co. since 2016. Outside of his advisory role, he manages rental properties in Colorado. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including retirement plans, individual investors, charitable organizations, and corporate clients. The firm offers a range of services such as ERISA retirement plan advisory, equity research, financial planning, and a Private Wealth program for high-net-worth clients, while adhering to fiduciary standards.

Ryan Iwansky is a Series 66-credentialed financial advisor at D.A. Davidson & Co. with nine years of industry experience. He has worked at D.A. Davidson since 2017 and previously spent five years at Forsythe Technology. Outside of his advisory role, he is involved in managing a vacation rental property. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including retirement plans, individual investors, and charitable organizations. The firm offers a range of advisory solutions under fiduciary standards and distinguishes itself by serving as a municipal advisor and operating affiliated custodial entities.

Marvin Giannangelo is a financial advisor with D.A. Davidson & Co. in Omaha, NE, holding Series 63 and Series 65 designations and bringing 50 years of industry experience. He has been with D.A. Davidson since 2016. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including retirement plans, individual investors, charitable organizations, and corporations. The firm offers comprehensive financial planning and fiduciary advisory services, with a focus on both qualitative and quantitative investment analysis, and maintains capabilities in municipal advisory and underwriting.

Jackson Wohlenhaus is a financial advisor with D.A. Davidson & Co. in Omaha, NE, holding a Series 66 designation and two years of industry experience. Prior to joining D.A. Davidson, he worked at Apple Inc. and has held roles in education and political campaigns. D.A. Davidson & Co. offers investment advisory and brokerage services to a diverse client base, including retirement plans, individual investors, charitable organizations, and corporate clients, combining fiduciary standards with both qualitative and quantitative investment analysis.