Dale Percival
dale.percival@financialvisionsllc.com
Dale was born and raised in South Central NE. Dale farmed with his father after he graduated from high school, and then spent 6 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 19 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 a Securities Registration and Insurance Licenses and a Board member of the Society of Financial Service Professionals and member of the National Association of Insurance and Financial Advisors.
Office Manager:
Mary Johnson
mary.johnson@financialvisionsllc.com
Mary joined Financial Visions as the Office Manager in June 2007. Prior to joining Financial Visions, Mary was the Assistant Administrator for an Assisted Living facility in Council Bluffs. Mary has her IA and NE Life and Health insurance license and is currently attending Iowa Western Community College to finish her degree in Business Administration.
Mary and her husband Roger are the proud parents of 20 year old twin daughters, Allison and Melinda.
Sales Leaders:
Ben Koley
ben.koley@financialvisionsllc.com
Ben was born and raised in Arlington NE. Ben was a 2004 graduate of Bellevue University in Bellevue, NE with a degree in Business Administration. Shortly after graduation Ben joined Dale Percival and Financial Visions LLC, launching his career in the financial services industry.
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 client on their financial needs and goals. As a young man in the industry, Ben strives to build strong and lasting working relationships with his clients and their families.
Ben has also been instrumental in helping Financial Visions LLC form sound relationships with clients and strong relationships with other professionals in the industry to properly educate clients on their specific individual needs and goals.
Ben works heavily in 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. Ben holds insurance licenses in Life, Health, and Annuity products.
Ben and his wife Tammy were married in May 2005, and are proud parents of son Dylan and daughter Madelyn.
Bruce Kuch
bruce.kuch@financialvisionsllc.com
Bruce has been an insurance planner for the last seven years, and places his focus on the self-employed and 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, born and raised in Waverly, IA. He is a graduate of Oelwein Iowa Community High School. Folllowing high school graduation, he went on to graduate with Business and Marketing degree from Ellsworth College in Iowa Falls, IA.
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 Co. Inc. in various management positions, including; Assistant Store Manager, Buyer, New Store Openings, District Staff and Human Resource Management. As well as working two years as Operations Manager and Store Manager with Best Buy.
Bruce is a member of NAIFA, (National Association of Insurance and Financial Advisors) and is licensed in the states of Iowa, Nebraska and Michigan.
Bruce has been married for 21 years, his wife Maureen is a teacher with Millard Public Schools. They have three sons; Derek, Logan and Austin, and one granddaugher, Sicily.
Associates:
Blake Erwin
blake.erwin@financialvisionsllc.com
Blake Erwin was raised in a farming family in Northeast Nebraska and attended high school at Laurel-Concord High. After high school, Blake attended South Dakota State for one year before transferring to the University of Nebraska at Lincoln where he graduated in 2006 with a Bachelors of Science degree in Finance.
Blake joined Financial Visions in June of 2008 with almost two years of experience in the insurance and securities industry. Blake was attracted to Financial Visions because of the experience within the firm, the client centered business model, and the team based approach in problem solving by working with other financial professionals such as CPAs, Attorneys and Mortgage brokers.
Blake's focus is in helping his clients with asset accumulation and protection as well as proper estate planning. Blake holds 6 & 63 Securities Registrations in addition to Life, Health and Annuities licenses.
Blake enjoys playing many different sports, spending time with friends and family, and is a fan of Nebraska and Denver Broncos football. He is a member of the Omaha Agribusiness Club, the New Hearts Transplant Support Group, and both the Greater Omaha and Sarpy County Chambers.
Con Mueller
con.mueller@financialvisionsllc.com
Con was born and raised in rural Colfax County, NE near the village of Richland and town of Columbus, NE. Con is a graduate of Schuyler Central High, class of 1978 and the University of Nebraska, at Lincoln with a BS in Agricultural Economics and Agronomy, class of 1982. Con farmed and raised livestock in Platte and Colfax counties for 20 years before leaving that venture to find a more fulfilling life in helping others with risk management in their own lives. Life, Health, Critical, Disability, Long Term Care planning are some of the tools he uses to protect and preserve assets and incomes of his customers.
Con and his wife Marla reside in rural Hickman, NE and have 3 wonderful children. Two boys, Joshua and Kale, and one daughter, Janae. You will find Con's family heavily involved in Church, FCA and athletics in their spare time.
Josh Mueller
josh.mueller@financialvisionsllc.com
