Dale E. Percival

dale.percival@financialvisionsllc.com

Dale was born and raised in South Central Nebraska. He farmed with his father after graduating from high school and then spent six years in the Air Force before attending 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 Planning Team 

Ben Koley

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 holds insurance licenses in 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.  

Bruce Kuch

bruce.kuch@financialvisionsllc.com

Bruce has been an insurance planner for the last eight years.  He focuses on the self-employed individuals as well as small groups to coordinate their insurance planning.  Bruce focuses on Life, Health, Accident, Critical Illiness, Disabiltiy, Long Term Care, and Medicare Supplements.

Bruce is originally from the Midwest.  He was born and raised in Waverly, Iowa.  He graduated from Oelwein Iowa Community High School. From there, he went on to Ellsworth College in Iowa Falls, Iowa where he received a Degree in Business and Marketing.

Bruce has strong mid-western values and strives to do what is best for his clients. Prior to joining Financial Visions, he spent 27 years with JC Penney's in various management positions including; Assistant Store Manager, Buyer, New Store Openings, District Staff, and Human Resource Management. Prior to that, he spent two years as a both an Operations and Store Manager for Best Buy.  

Bruce is a member of the National Association of Insurance and Financial Advisors or NAIFA.  He is licensed in Iowa, Nebraska, and Michigan.

Bruce has been married for 23 years.  His wife, Maureen, is a teacher with Millard Public Schools. They have three sons; Derek, Logan, and Austin.  They are also proud grandparents to Sicily. 

Blake Erwin

blake.erwin@financialvisionsllc.com