1055 North 115th Street
Staff & Team
Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.
Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.
No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.
Client Services Manager
Staci is our Client Services Manager and has more than 30 years of experience in the insurance industry. During this time, she spent many years as a customer service specialist, so if you need assistance, Staci can help. In addition to providing excellent customer service, she also specializes in licensing, contracting and special events. Staci is a lifetime resident of Omaha, Nebraska and graduated from Bellevue University in 1994, with a Bachelor of Science in Marketing. She has been married to Steve for 29 years and they have two children. In her free time, Staci enjoys reading, playing tennis, walking her Golden Retriever and spending time with family and friends.
Investment Advisory Team
Dean is the co-founder and CEO of Brookstone Capital Management LLC (BCM), ranked as one of the Top 50 Fastest-Growing RIAs in the country by Financial Advisor magazine in 2013. He received his Bachelor of Arts Degree in Economics from Northwestern University, where he completed the Business Institutions Program, the Undergraduate Leadership Program and was a member of Omicron Delta Epsilon Economics Honor Society. Dean received his Juris Doctor degree from Northwestern University School of Law and a Master's degree in Taxation from Chicago-Kent College of Law and is a Certified Financial Planner (CFP®).
Mark joined Brookstone as Director of Investment Research & Portfolio Strategy in 2015. Prior to joining Brookstone, he was responsible for launching and managing a boutique investment subsidiary of a publicly traded regional bank holding company. While there, Mark ran a global tactical asset allocation strategy and accumulated an 8 year GIPS® compliant track record. Mark has nearly 20 years of investment industry experience, including 10 years of multi-asset class portfolio management. He has been featured in Investor's Business Daily and quoted in the Wall Street Journal. Mark received his MBA from Benedictine University and is a Chartered Financial Analyst (CFA). Mark is a member of the CFA Institute and CFA Society of Chicago.
Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.
Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.