Meet The Team
Lisa O’Conner
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Sam Khalil
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Daniel Dominguez
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Every Day I partner with my teammates and aim to provide the highest quality customer service experience for our clients in the industry. Being able to provide this quality service is what we strive for to maintain a strong relationship and partnership with these financial advisors.
I Power Success through authentic relationships with my teammates and the clients I work with daily. Being authentic helps build deeper working relationships as authenticity shows that you are honest and trustworthy, encouraging genuine connections and promoting personal and professional growth.
Outside of Work I enjoy spending time with my friends, family, and two dogs. I live in Iowa but am originally from south Texas. I spent many years living in Colorado, a big part of my identity. I enjoy outside sports such as hiking with my English Springer Spaniel Ranger, mountain bike riding, and running half marathons with my husband when we get a chance to do so. I love cooking, and my husband and I try to play trivia at a local bar every Friday night with friends and family.
Every Day I support clients in various capacities while providing top-tier service. Whether these be everyday requests to help our clients or in-depth projects to help improve the business.
I Power Success through being knowledgeable. Over almost two years, I have gained knowledge from various people and teams to better serve our clients. I enjoy staying up-to-date and informed at work.
Outside of Work I spend as much time traveling or horseback riding as I can. In the summer, I find myself outside enjoying the brief, warm weather here in Nebraska. I also spend as much time as I can reading to unwind.
Every Day I provide essential administrative support to our advisors, optimizing their middle-office operations. My role isn't just about servicing requests but building meaningful connections with our clients and fostering efficient collaborations that drive success.
I Power Success through authentic relationships. My authentic nature allows me to connect on a personal level, understanding the unique needs and perspectives of those I work with. It's not just about getting the job done; it's about growing and achieving results together.
Outside of Work you'll discover a side of me passionate about basketball. You'll find me glued to the screen when the playoffs are on, but I also love to hit the court and play. It's my escape from the real world, where I can be in the moment. At home, I cherish my time with loved ones, whether watching our favorite shows, indulging in documentaries, or diving into video games.