Retire SMART LLC Employee Directory

Financial ServicesNebraska, United States11-50 Employees

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®. Retire SMART radio is hosted by Brooks and can be heard weekly on stations throughout the Omaha metro, including 1110 KFAB and 99.9 KGOR. Retire SMART TV is seen on Sunday mornings on KMTV and WOWT. 

The information contained on this site is for informational purposes only and should not be considered as investment advice or as a recommendation of any particular strategy or investment product. This profile should not be considered as a solicitation for services.

Find Retire SMART LLC employees' phone numbers or email addresses

Retire SMART LLC Global Highlights

Location
Employees

North America
44

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  • United States Of America
    44

Retire SMART LLC's Leadership

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    L. S.
    Vice President Operations
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    D. B.
    President
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    D. F.
    Marketing Director
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    J. C.
    Director Of Advisory Services
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    E. M.
    Director Of Tax Services
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    A. S.
    Director Of Talent Managment
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  • Stylized image of a person
    A. M.
    Director Of Finance
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  • Stylized image of a person
    M. L. K.
    Account Relationship Manager
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Retire SMART LLC Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Business
  • Finance
  • Program & Project Management
  • Support
  • Other

Contact profiles from Retire SMART LLC

Name
Title
Contact Info
Location
Last Update
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    D. B.
    President
    Phone icon
    United StatesNebraska
    Feb 04, 2026
  • Stylized image of a person
    L. S.
    Vice President Operations
    Phone icon
    United StatesNebraska
    Jan 28, 2026
  • Stylized image of a person
    D. F.
    Marketing Director
    Phone icon
    United StatesNebraska
    Apr 30, 2025
  • Stylized image of a person
    J. C.
    Director Of Advisory Services
    Phone icon
    United StatesNebraska
    Nov 18, 2025
  • Stylized image of a person
    E. M.
    Director Of Tax Services
    Phone icon
    United StatesNebraska
    Nov 13, 2025
  • Stylized image of a person
    A. S.
    Director Of Talent Managment
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    Jan 26, 2026
  • Stylized image of a person
    A. M.
    Director Of Finance
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    United StatesNebraska
    Oct 23, 2025
  • Stylized image of a person
    M. L. K.
    Account Relationship Manager
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    United StatesNebraska
    Nov 16, 2025
  • Stylized image of a person
    T. H.
    Lead Advisor
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    United StatesNebraska
    Nov 11, 2025
  • Stylized image of a person
    S. D.
    Marketing Manager
    Phone icon
    Jun 27, 2025

Frequently Asked Questions

What is Retire SMART LLC known for?

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Retire SMART LLC was founded in 2018 operates in the Financial Services industry. The company's main headquarters is located in 13710 Fnb Parkway 105 Omaha, Nebraska 68154 United States. Explore Retire SMART LLC's company overview page for more information.

What is Retire SMART LLC's most common email format?

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Retire SMART LLC employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Retire SMART LLC email formats with LeadIQ.

How many employees does Retire SMART LLC have currently?

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Retire SMART LLC has approximately 39 employees as of February 2026. These team members are located across 1 continents, including North America.

Who are Retire SMART LLC's key employees and leadership?

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As of February 2026, Retire SMART LLC's key employees include:

  • Vice President Operations: L. S.
  • President: D. B.
  • Marketing Director: D. F.
  • Director Of Advisory Services: J. C.
  • Director Of Tax Services: E. M.

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