Brian has been helping individuals, families and organizations meet their investment goals for more than 20 years. He holds an MBA from Texas A&M University and a bachelor's degree in business administration from the University of Nebraska at Omaha.

Brian is actively involved in several civic and professional organizations, including the Omaha Business Ethics Alliance Board of Trustees, Millard Rotary Board of Directors and Community Service Committee, Tangier Shrine Temple and the Tangier Shrine Band.

Brian is an Omaha native and has worked for D.A. Davidson and its predecessor firms since 2001. He is responsible for the group's operational activities, including trading, research, portfolio analysis and client reviews. He plays an integral role in investment strategy decisions and has earned his Certified Wealth Strategist (CWS®) designation from the Cannon Institute. Brian holds a bachelor's degree from the University of Nebraska at Omaha.

Brian and his wife, Nancy, have three children: Grace, identical twins Sean and Trevor, and a beloved black Lab named Finn. Brian enjoys reading, golfing and most sporting events.

Matt focuses on helping the group's clients understand their investments, updates them on changing market conditions, and provides portfolio updates. He holds a bachelor's degree from the University of Nebraska at Omaha. Matt is actively involved in several civic and charitable organizations, and is a past president and current board member for both Omaha NW Rotary and the Omaha NW Rotary Foundation which supports local first responders. 

Gary provides outstanding account management assistance and is instrumental in making sure clients stay informed on the group's latest views. Gary has over 20 years of industry experience and has been with The  Zahm Investment Group since 2006.

He holds a bachelor's degree in business administration from Evangel College in Springfield, Missouri.