Dale E. Percival / Founder dale.percival@financialvisionsllc.com Dale was born and raised in South Central Nebraska. He farmed with his father for a short time after graduating from high school. From there, he enlisted in the Air Force and the National Guard. During that time, he earned a degree from the University of Nebraska at Lincoln. Dale has a passion for helping people protect their life's work and enjoy a comfortable retirement. He is a Nebraskan who values hard work, honesty, and family which is clear in his work with clients. Dale has worked in the financial services industry for more than 20 years. His first goal with clients is to ensure they are well-educated on their financial options. He works hard to establish a personal connection with each client so that he truly understands their financial needs and desires. Prior to forming Financial Visions, LLC, Dale worked with GE Financial Advisors as a Manager and Vice President. He worked with clients and other financial professionals in complete financial planning services that included Asset Accumulation and Growth plans, Long Term Care planning, Income Preservation planning, Tax Strategies, and Estate planning. Dale has been recognized nationally by his peers and GE Financial Advisors for his leadership, integrity, and hard work. He holds Securities Registration and an Insurance License, is a Board member of the Society of Financial Service Professionals, and a member of the National Association of Insurance and Financial Advisors. The Team  Ben Koley / Advisory Associate ben.koley@financialvisionsllc.com Ben was born and raised in Arlington, Nebraska. He graduated in 2004 from Bellevue University with a degree in Business Administration. He joined Financial Visions shortly after that. Ben firmly believes that in order to do proper planning for his clients, he must put in the extra time to properly educate each and every one of them on their financial needs and goals. As a young man in the industry, Ben strives to build strong and lasting working relationships. Ben has also been instrumental in helping Financial Visions, LLC form sound relationships with clients and other professionals in the industry to properly educate people on their specific individual needs and goals. Ben's areas of focus are Asset Protection planning, Income planning, Long-Term Care planning, Estate planning, Retirement planning, Protection planning and Medicare planning. Ben is a member of the National Association of Insurance and Financial Advisors. He is licensed to offer securities and advisory services as well as Life, Health, and Annuity products. Ben and his wife Tammy were married in May of 2005. They are proud parents of son, Dylan and daughter, Madelyn.  Cathy A. Wyatt, CSA / Director of Educational Outreach cathy.wyatt@financialvisionsllc.com Cathy has worked in the senior care profession for nine years. A Certified Senior Advisor, she founded a company called “The Art of Aging, Inc,” an organization dedicated to the promotion of successful aging. In addition, Cathy serves as Director of Educational Outreach for Financial Visions, LLC. She produces and co-hosts a weekly, one-hour radio program geared toward older adults on KCRO 660 AM. She also serves as a leader in several collaborative efforts including UNO’s Conference on Aging, Midlands Eldercare Network, and Wealth Protection Professionals. Cathy is also producer / host of “Consider This…” a weekly, 30-minute, statewide television program produced at the University of Nebraska-Omaha. Prior to joining Financial Visions, Cathy worked as Director of Public Relations for Midwest Geriatrics, a senior development consultant for The Steier Group, and a television news producer for KETV Channel 7. She has two daughters. Brianne graduated from Duchesne Academy of the Sacred Heart. She is currently a student at Metropolitan Community College's Culinary Institute. Taylor is a Senior at Marian High School. 
Jen Bartelt / Office Manager jennifer.bartelt@financialvisionsllc.com Jen joined the team of Financial Visions, LLC in the Spring of 2010. In addition to a marketing background, she is a Certified Professional Organizer... which translates into a creative, forward-thinking, optimistic, and structured approach to managing the office and in working with our clients. In addition to making a difference in the lives of our clients, she is making a difference in the lives of her clients in their homes and / or offices by empowering them to "Reclaim Your Space," a company she started two years ago. Jen is a member of the National Association of Professional Organizers and the Institute for Challenging Disorganization. She is married to Duane. They have a son named Carson. |
