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Dan Tobin

Chief Compliance Officer

As Chief Compliance Officer, Dan brings over 16 years of experience in financial services primarily in operations and supervision roles. Dan started his financial services career in 1999 with Ameritrade. Dan’s passion for operations and risk management are due to his desire to strive for perfection in which mitigating risk plays a big role. While perfection may not be attainable, it is a goal that we strive to achieve every day to provide the best experience for our internal and external stakeholders.

Dan was born and raised in Omaha, graduated from Creighton Prep and received his Bachelor of Arts from Augustana College in Sioux Falls, SD with a major in Mathematics. During his free time, Dan enjoys playing ice hockey if he is not coaching his son’s sports.

Dan and his family are happy to be back in Omaha after a few years living in Des Moines, Iowa. Dan has been married to his wife, Kim, since June 2003 and they both enjoy spending time with their son Caleb. Caleb is active in sports and his favorite sports are basketball and baseball.

Getting To Know Dan

Favorite food

BBQ

Favorite quote

“Enjoy the little things for one day you may look back and realize they were the big things.”

If Dan could meet anyone, past or present, it would be

His first ancestors to arrive in the United States

Favorite movie

Seabiscuit

Favorite holiday

4th of July

Place Dan would most like to visit

Rome

Executive Leadership

Ben Mathis

Chief Information Officer

Jud Mackrill

Chief Marketing Officer

Kim Reed

VP, Finance

Dan Tobin

Chief Compliance Officer

David Screnar

Chief Financial Officer

Kelsey Ruwe

VP, Talent

Nelly Carson

Chief Comfort Officer

Ron Carson

Founder & CEO

Teri Shepherd

Chief Operating Officer

JoAnn Abt

Corporate Counsel

Scott Conroy

Managing Partner, Coaching & Consulting

Katie Grider

National Sales Manager

Lantz Hunt

Chief Transformation Officer

Aaron Schaben

Executive Vice President, Managing Partner

Executive Board

Jim Brown

Board Member

Ron Carson

Founder & CEO

Teri Shepherd

Chief Operating Officer

Kevin Bhatt

Board Member

Aaron Schaben

Executive Vice President, Managing Partner

Coaching & Consulting

Bryan Powell

Executive Business Coach

Joanna Swanson

Vice President, Advisor Development

Brenda Tellier

Director of Event Experiences

Barb White

Event Experiences Coordinator

Pam Burwell

Senior Operations Associate

Diana Koger

Client Relationship Specialist

Mindy Dalrymple

Client Relationship Specialist

Jason Miller

Manager, Client Service

Tammy Breitenbach

Executive Business Coach

Scott Wood

Executive Business Coach

Michael Rose

Executive Business Coach

Greg Opitz

Executive Business Coach

Ellen Konsdorf

Executive Business Coach

Mike Drennen

Vice President, Business Consulting

Scott Conroy

Managing Partner, Coaching & Consulting

Jason Carver

Vice President, Mergers & Acquisitions

Sarah Cain

Vice President, Coaching & Consulting

Business Development

Andy Larson

Business Development Consultant, Central

Greg Hunter

Vice President, Business Development - East

Lisa Synowicki

Director of Business Development Operations

JP Mortenson

Business Development Consultant

Chelsie Morales

Associate Vice President, Business Development, West

Jessica Brooks

Associate Vice President, Business Development - Central Region

Ethan Goff

Business Development Consultant

Katie Grider

National Sales Manager

Mark Wellwood

Vice President, Business Development, Northwest

Katie Wurth

Associate Vice President, Business Development, East

Kristi Harrison

Associate Vice President, Business Development, Central

Jessica Perez

Vice President, Business Development, Southwest

Dani Slattery

Senior Business Development Associate

Randy Harrison

Vice President, Business Development, Central