About DC Retirement Strategies
We are committed to our clients. Earning and maintaining their confidence is our highest priority. We provide proactive retirement planning strategies for businesses, their employees, individuals and families as well as offer our one-on-one consultation services to our plan participants. As of January 1, 2024, we have grown to serve over 110 retirement plans and are over $1 billion in assets.
Customized strategies. Successful outcomes. Focused on YOU.
Our Financial Professionals
Rick J Dhabalt, FLMI, QPA, AIF®
Owner / Financial Advisor
Phone: (402) 401-2327
Email: Rick@DCretirement.com
Rick has been in the retirement and financial services industry since 1994. Using prior experience with Principal®, Fidelity, and First National Bank of Omaha, he formed DC Retirement Strategies in 2007 with the goal of delivering a consultative approach to Plan Sponsors and a “service to all” business model for employees and their families.
Iowa is where Rick calls home, starting with his first job as a paperboy and ending with a degree in Finance from the University of Iowa. Now a resident of Bennington, Rick and his wife Kris love to travel and spend time with friends and their growing family.
Designations
- Earned the designation Qualified Pension Administrator (QPA) – American Society of Pension Professionals and Actuaries (ASPPA®)
- Earned the designation of Accredited Investment Fiduciary (AIF®)
- Fellow, Life Management Institute (FLMI) – Life Office Management Association
Education and Registrations
- Member, National Association of Insurance and Financial Advisors (NAIFA)
- B.B.A Finance, Minor Sociology – The University of Iowa, 1991
- Series 7 - General Securities Representative Registration
- Series 63 - Uniform Securities Agent State Law Registration
- Series 66 - Uniform Combined State Law Registration
- Life and Health Insurance, and Annuity Licenses
Greg V Cismoski, CRSP, AIF®
Owner / Financial Advisor
Phone: (402) 401-2326
Email: Greg@DCretirement.com
Greg began his career in retirement and financial services in 1993. Having a strong passion for helping people has been the keystone to his desire to be in the financial services industry.
His unique ability to listen and build client confidence allows him to focus on building a deeper understanding of the risks, needs and desires to further enhance their goals. These characteristics allow Greg to focus on creating meaningful client-financial professional relationships.
Greg loves the outdoors, especially the mountains. He enjoys spending time with his growing family and friends, traveling, hunting, and fishing. Greg grew up in northeast Wisconsin and now lives in Ashland with his wife Chris.
Designations
- Earned the designation of Certified Retirement Services Professional (CRSP®)
- Earned the designation of Accredited Investment Fiduciary (AIF®)
Education and Registrations
- Member – National Association of Insurance and Financial Advisors (NAIFA)
- Member – Pension Council of the Midlands
- B.B.A Finance with an emphasis in Financial Planning - University of Wisconsin, Whitewater
- Series 7 - General Securities Representative Registration
- Series 63 - Uniform Securities Agent State Law Registration
- Series 66 - Uniform Combined State Law Registration
- Life and Health Insurance and Annuity Licenses
Dane V. Carlini, AIF®
Financial Advisor & Retirement Plan Service Representative
Phone: (402) 401-2439
Email: Dane@DCretirement.com
Dane prides himself on creating a seamless client experience. He enjoys having genuine conversations and learning what is important in each person's life, both personally and financially. By fostering close relationships, Dane helps individuals understand options in reaching their financial goals.
Dane began his career in the financial services industry in 2009, while earning his degree in Finance at the University of Nebraska-Lincoln.
Dane and his wife Randi have 3 children; Claire, Chloe, and Connor. Outside of hide and seek, being “daddy monster”, and having kitchen dance parties, Dane also enjoys playing basketball, a round of golf, or watching re-runs of The Office.
Bri R. Faulkner, CFP®, MBA
Financial Advisor & Retirement Plan Service Representative
Phone: (402) 401-2317
Email: Bri@DCretirement.com
Bri is committed to ensuring her clients are taken care of through every stage of their journey. Passionate about designing strategic financial plans to help clients meet their goals, she is driven to create a comfortable and rewarding experience for individuals and families alike.
Bri holds a Master's in Business Administration from the University of Nebraska-Omaha and is a CERTIFIED FINANCIAL PLANNER™ professional.
Bri and her husband John have two kids, Demi and Maclain. As a family they enjoy walks at the lake, attending sporting events, and traveling.
Nathan P. Woosley
Financial Advisor & Retirement Plan Service Representative
Location: Des Moines Office - 6701 Westown Parkway, Suite 200, West Des Moines, IA 50266
Phone: (515) 878-1189
Email: Nathan@DCretirement.com
Nathan finds joy in guiding individuals and families to make well-informed decisions about financial protection against unexpected life events. Nathan is passionate about educating clients on the significance of saving and investing, emphasizing that taking the first step brings them closer to their goals.
His academic journey began at Southwestern Community College, where he participated in the golf and trap teams. After earning his AA degree, he transferred to Iowa State University before starting his career in the health insurance industry in 2019.
Nathan, along with his fiancée Jamie, reside in Des Moines with their daughter, Maela. He enjoys hunting, fishing, golfing, attempting to smoke meat/BBQ, and cheering for the Iowa Hawkeye football team.
Our Staff
Amber Bruyere
Independent Insurance Agent
Offering Medicare Plans | Marketing & Services Director
Phone: (402) 401-2328
Email: Amber@DCRetirement.com
Amber enjoys building and fostering relationships with individuals. She has worked in the marketing industry for over 15 years in a mix of retail and service-based companies.
She received her Bachelor's degree in Journalism and Public Relations from Midland University.
Outside of work, she enjoys attending her daughter Sidney's activities, as well as cooking new recipes and family favorites. In the Summer months, you can find her camping and boating with her boyfriend Nathan, family and friends.
*Amber is not registered to offer securities and advisory products or services through Principal Securities, Inc. and is not contracted with Principal National Life Insurance Company or Principal Life Insurance Company to offer insurance products.
Lexie Lenihan
New Business & Plan Service Manager
Phone: (402) 401-2321
Email: Lexie@DCRetirement.com
Lexie loves working with a team and being able to help clients see their goals through from start to finish. She previously worked in the banking industry assisting clients with new accounts before joining the team.
She obtained her Master's in Business Administration from Wayne State College where she also played on the softball team during her undergraduate years. Lexie currently holds three school records from her time on the ballfield.
Lexie and her husband Joey have one daughter, Coley, and two pups, Bolt and Archie. During her free time, Lexie enjoys spending time outside, staying active, and playing card games with friends.
Carrie Wiebe
Service Representative
Phone: (402) 401-2302
Email: Carrie@DCRetirement.com
Carrie enjoys bringing her attention to detail and the ability to problem solve to serve clients. Prior to working at DC Retirement Strategies, she spent 9 years in the education field and received her bachelor's degree from Grace University.
Carrie and her husband Tim have four sons; Carston, Jadon, Sawyer, and Keller. Carrie loves spending time with her family, gardening and painting.
Savannah Dreher
Client Relationship Specialist
Phone: (402) 401-2316
Email: Savannah@DCretirement.com
When Savannah isn't playing with her two kids, you might find her at the nearest local coffee shop with a book in hand. Savannah enjoys reading, visiting local coffee shops, breweries, and shopping!
Savannah and her husband Jared met in college where they attend, Wayne State College. She has a degree in Advertising and Journalism. Before working in the financial industry, Savannah was an Assistant Merchant for one of the world's largest party supply companies. She prides herself on taking care of clients and helping provide the answers they need.