About DC Retirement Strategies
We are committed to our clients. Earning and maintaining their confidence is our highest priority. Since May of 2004, DC Retirement Strategies has provided proactive retirement planning strategies for businesses, their employees, individuals and families. We have grown to serve over 90 retirement plans, $630 million in assets (as of 2020) and offer our one-on-one consultation services to our plan participants.
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 2004 with the goal of delivering a consultative approach to Plan Sponsors and a “service to all” business model for employees and their families.
Building a successful business has resulted in 17 consecutive qualifications to Leaders Edge conference at Principal. Rick has served on the National Advisor Council at Principal and has been a member of the industry's Million Dollar Round Table (MDRT) since 2005.
Iowa is where Rick calls home, starting with his first job as 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. They are also proud parents of twin daughters, Sydney and Jamie, and two pups Zoey and Rosie.
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, Health, 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 to help 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 relationship.
Greg has served on the Retirement Plan Advisor Council with Principal, has been a member of the industry's Million Dollar Round Table (MDRT®) since 2008 and has received numerous service and sales accolades over the years.
Greg loves the outdoors especially the mountains. He enjoys spending time with his family and friends, traveling, hunting, fishing and doing anything in the outdoors. Greg grew up in northeast Wisconsin and now lives in Omaha with his wife Chris. They have three children, Megan, Ethan, and Gavin.
Designations
- Earned the designation of Certified Retirement Services Professionalâ„ (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 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, Health, and Annuity Licenses
Christopher A. May, AIF®
Financial Advisor & Retirement Plan Service Representative
Phone: (402) 401-2339
Email: Chris@DCRetirement.com
Chris organizes, schedules, and assists in delivering our customized retirement plans service platform. His degree in Finance from Wayne State College, as well as his four years on the Wildcat baseball team, contribute to his disciplined approach to superior client service.
Chris enjoys being able to break down complex financial concepts into an easy - to - understand level for anyone to comprehend.
When Chris isn't working, he enjoys listening to country music, tasting local beers while exploring new cities, and dabbling in woodworking. Chris, his wife Kendall, and dog Madden reside in Omaha.
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.
Our Staff
Amber Bruyere
Marketing & Services Director
Phone: (402) 401-2319
Email: Amber@DCRetirement.com
Amber enjoys building and fostering relationships with individuals. She has worked in the marketing industry for over 12 years for 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, cooking new recipes and family favorites. In the Summer months you can find her camping and boating with family.
Lori Kuker
Manager of Operations
Phone: (402) 401-2333
Email: Lori@DCRetirement.com
Lori has 27 years of experience in office management. She attended Peru State College, where she majored in Elementary Education, Special Education, and Early Childhood Education.
She loves working with clients and helping provide a service that helps people have a plan to be financially secure in their retirement years.
Lori and her husband Kevin call Bennington their home. They have two daughters, Elizabeth and Emma, a pound puppy, Lilly, and Bristol the lab.
In her spare time, Lori enjoys helping out at her in-law's farm, refinishing/rehabbing furniture and volunteering.
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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 on 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.