Waukesha, WI Office

Eric Gibson is a financial advisor with Mutual of Omaha Investor Services, Inc., holding CFP® and ChFC® designations and over 22 years of industry experience. He has been with United/Mutual of Omaha since 2002. Outside of his advisory role, he serves as a supervisory board member and co-chairman of the Diamond Way Buddhism Foundation and is active as a traveling teacher of Buddhism and meditation. Mutual of Omaha Investor Services, Inc. provides advisory and retirement-plan services to a diverse client base, including individuals, retirement plans, corporations, and charitable organizations. The firm offers financial planning, managed account programs, and retirement plan consulting, primarily through its network of Investment Advisor Representatives who utilize approved model portfolios and third-party managers.

Matthew Haffemann is a financial advisor with Mutual of Omaha Investor Services, Inc. He holds Series 63 and Series 65 licenses and has 10 years of industry experience. Since 2015, he has worked with Mutual of Omaha Investment Services and Mutual of Omaha Insurance Company. Outside of his advisory role, he is a one-third owner of 32Thirty Financial LLC and 32Thirty Health Solutions, LLC, entities involved in financial branding and health insurance sales, respectively. Mutual of Omaha Investor Services, Inc. provides advisory and retirement-plan services to a diverse client base, including individuals, retirement plans, corporations, and charitable organizations. The firm operates primarily through its network of Investment Advisor Representatives who recommend model portfolios or third-party managers on an approved platform and offer ongoing financial planning and retirement consulting services.

Benjamin Langston is a financial advisor with Mutual of Omaha Investor Services, Inc., holding Series 63 and Series 65 credentials and 17 years of industry experience. He has worked with Mutual of Omaha and its affiliated entities since 2009. Outside of his advisory role, Langston is also an insurance agent specializing in life, health, and annuity products and serves as a notary public. Mutual of Omaha Investor Services, Inc. provides advisory and retirement-plan services to a diverse client base, including individuals, retirement plans, corporations, and charitable organizations. The firm offers financial planning, third-party money manager programs, and retirement plan consulting, primarily through its network of Investment Advisor Representatives who utilize approved model portfolios and managers on the MOIS platform.

Shane Rockweiler is a financial advisor with Mutual of Omaha Investor Services, Inc. He holds Series 65 and Series 63 licenses and has 10 years of industry experience. Since 2015, he has worked with Mutual of Omaha Investor Services and Mutual of Omaha Insurance Company. Outside of advisory work, he is a one-third owner of 32Thirty Health Solutions LLC, a company involved in the sale of various health insurance 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 operates through platform relationships with Envestnet and Pershing and combines advisory, broker-dealer, and insurance functions within the Mutual of Omaha group.

Dustin Hanson is a financial advisor with Mutual of Omaha Investor Services, Inc., holding Series 63 and Series 65 licenses and nine years of industry experience. His prior roles include positions at Securian Financial Services, Principal Securities, and Mass Mutual Investors Services. He is also licensed as an insurance agent specializing in life, health, annuities, and variable insurance 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 consulting. The firm delivers managed solutions primarily through its relationship with Envestnet and uses Pershing as the qualified custodian and introducing broker-dealer.

Hyatt Harper is a CFP® professional with 18 years of experience, currently serving at Mutual of Omaha Investor Services, Inc. He has been affiliated with Mutual of Omaha Insurance Company since 2006. Outside of his advisory role, he is a 40% owner of Clarity Financial LLC and co-owner of Clarity Real Estate LLC, which manages office property in Hopkins, MN. Mutual of Omaha Investor Services, Inc. provides advisory and retirement-plan services to a diverse client base including individuals, retirement plans, corporations, and charitable organizations. The firm offers a range of financial planning and managed account solutions, working primarily through a network of Investment Advisor Representatives who utilize approved model portfolios and third-party managers.

Zachary Sippl is a financial advisor with Mutual of Omaha Investor Services, Inc., holding Series 63 and Series 65 designations and seven years of industry experience. He has worked with Mutual of Omaha Insurance Company and Mutual of Omaha Investor Services since 2018. Outside of his advisory role, he is a one-third owner of 32Thirty Financial LLC and works part-time as a bartender and cook at Sports Hub Bar & Grill. 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 a platform relationship with Envestnet and operates alongside broker-dealer and insurance distribution businesses within the Mutual of Omaha group.

Travis Minegar is a financial advisor with Mutual of Omaha Investor Services, Inc. in La Crosse, WI, holding Series 63 and Series 65 licenses and possessing 12 years of industry experience. He has been with Mutual of Omaha and its affiliated firm since 2013. Outside of his advisory role, Minegar is involved in several business activities including co-owning 32Thirty Financial LLC and 32Thirty Health Solutions LLC, which focus on financial and health insurance products, and he also serves as a notary public. Mutual of Omaha Investor Services, Inc. provides advisory and retirement-plan services to a diverse client base including individuals, retirement plans, corporations, and charitable organizations. The firm offers financial planning, third-party money manager programs, managed accounts, and retirement plan consulting primarily through a network of Investment Advisor Representatives.

John Vanbeusekom is a financial advisor with Mutual of Omaha Investor Services, Inc., holding Series 63 and Series 65 credentials and over 40 years of industry experience. He has been with Mutual of Omaha since 1985. Outside of his advisory role, he serves as vice president of the Gridiron Club of Germantown, a nonprofit organization that raises funds for community football programs. Mutual of Omaha Investor Services, Inc. provides advisory and retirement-plan services to a diverse client base, including individuals, retirement plans, corporations, and charitable organizations. The firm offers financial planning, third-party money manager programs, and retirement plan consulting, primarily through its network of Investment Advisor Representatives using approved model portfolios and discretionary strategies.

Brett Spaulding is a financial advisor with Mutual of Omaha Investor Services, Inc. He holds Series 65 and Series 63 licenses and has one year of industry experience. Prior to his current role, he worked at Mutual of Omaha Insurance Company and attended Illinois State University. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans, offering various managed account programs and retirement plan consulting. The firm primarily delivers solutions through a platform relationship with Envestnet and works alongside other Mutual of Omaha subsidiaries in broker-dealer and insurance services.

Kirt Cochran is a financial advisor at Mutual of Omaha Investor Services, Inc. with 25 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Mutual of Omaha Investor Services since 2016, as well as at COUNTRY FINANCIAL from 2014 to 2016. Mutual of Omaha Investor Services, Inc. provides advisory and retirement-plan services to a diverse client base, including individuals, retirement plans, corporations, and charitable organizations. The firm operates through a network of Investment Advisor Representatives who recommend model portfolios and third-party managers on an approved platform, offering both discretionary and non-discretionary investment strategies.

Steven Schumacher is a financial advisor with Mutual of Omaha Investor Services, Inc. He holds Series 63 and Series 65 licenses and has 22 years of industry experience. He has been with Mutual/United of Omaha since 2003. Outside of his advisory role, he works as an insurance agent specializing in life, health, annuity, long-term care, disability, and critical illness insurance. Mutual of Omaha Investor Services, Inc. provides advisory and retirement-plan services to a wide range of clients, including individuals, retirement plans, corporations, and charitable organizations. The firm offers financial planning, managed account programs, and retirement plan consulting through a network of Investment Advisor Representatives using a platform that includes model portfolios and third-party managers.