Retire SMART LLC

Join us in congratulating this week’s SMART Weekly Rockstar, Marisa Tomlinson! 
 
Marisa is one of our outstanding Client Service Specialists, and we are incredibly grateful for the dedication, positivity, and support she brings to our team every day. Whether assisting advisors, supporting clients, or helping ensure things run smoothly behind the scenes, Marisa consistently goes above and beyond. 
 
Her strong work ethic, willingness to help others, and ability to build meaningful relationships with our clients make her an invaluable part of the Retire SMART family. No matter how busy things get, Marisa approaches every challenge with professionalism, determination, and a positive attitude. 
 
If you’ve attended one of our wine tasting events, you’ve likely witnessed Marisa putting her sommelier skills to work! More importantly, anyone who has interacted with her knows they can always expect a warm smile, a welcoming presence, and a genuine commitment to helping others. 
 
Thank you, Marisa, for everything you do and for the impact you have on our team and clients. We appreciate you and are proud to recognize you as this week’s SMART Weekly Rockstar! 🎉 
 
  
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The best part of Night at Memorial wasn't the stadium; it was the people.

We loved spending the evening with our clients, their families, and guests, creating memories at one of Nebraska's most iconic venues.

Thank you for being part of another unforgettable event.


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Congratulations to Alex Murray, our SMART Valuable Player of the Month!
As the month ends, we want to recognize Alex for his dedication, leadership, and continued commitment to our team and clients.
Alex’s journey at Retire SMART is a great example of growth and perseverance. Starting as an intern while pursuing his degree, he has grown into a trusted Financial Advisor and an invaluable member of our team. His willingness to share knowledge, support fellow advisors, and lend a helping hand whenever needed makes a lasting impact across the organization.
Alex truly embodies our SMART Value of Stewardship. He is intentional with his time, committed to continuous growth, and consistently uses his experience and resources to help others succeed. Whether he’s guiding a new advisor, serving clients, or contributing to the team’s success, Alex leads by example.
It’s been incredible to watch his professional and personal milestones over the years, including his recent marriage to Morghan, a milestone we’re thrilled to celebrate with him.
Thank you, Alex, for your hard work, leadership, and dedication to the Retire SMART family.
Join us in congratulating him on being named our SMART Valuable Player of the Month! 👏


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We recently hosted another Wine Tasting at Retire SMART, and the turnout was amazing! Our clients joined us at our Omaha headquarters for an evening of wine, charcuterie, and great conversations with our team.

We’re incredibly grateful for the trust our clients place in us, and for the relationships we continue to build together.

Cheers to many more wine tastings ahead! 🍷

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Congratulations to Jon Murray on being named this week’s SMART Weekly Rockstar! 
 
Jon is one of our Financial Advisors at Retire SMART, and his growth within the firm has truly stood out. Over the past year, Jon has continued to challenge himself, willingly taking on new responsibilities while constantly working to strengthen his skills and expand his knowledge. 
 
His passion, drive, and commitment to continuous improvement do not go unnoticed. Whether he’s meeting with clients in the conference room or taking the time to learn every detail hands-on, Jon consistently shows dedication to both his clients and his team. 
 
One of Jon’s greatest strengths is his ability to build meaningful relationships and ask the right questions to better serve those around him. We’re proud of the progress he’s made and excited to watch him continue achieving great things in the future. 
 
Join us in congratulating Jon on this well-deserved recognition! 
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Our Shred Day event was a success 🙌

So many of you showed up to safely clear out old paperwork and take a step toward staying organized and protected.

We may focus on retirement planning, but showing up for our clients and community goes beyond just finances.

More events are on the way.... we hope to see you at the next one.


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