
Results-oriented strategies from a client-first team
We believe our clients deserve more than a simple retirement strategy. They deserve a partner who’s dedicated to their vision and to doing what’s necessary to get them there.

Meet Dave Nieto
Dave is a seasoned retirement professional who has helped individuals and businesses by providing strategies to help reach your retirement goals. While you focus on your retirement aspirations, Dave is committed to building strategies that contribute to your overall financial goals.
Unlike big corporations that may prioritize their own bottom line, Dave focuses on you. His approachable style helps ensure you won’t feel intimidated or talked down to. Dave takes the time to explain everything clearly, making sure you’re comfortable asking questions and understanding your retirement journey. Clients appreciate Dave’s likable nature, choosing him because they feel at ease discussing their goals and concerns with someone who genuinely listens and cares about their success.
Whether you’re planning for retirement, protecting your legacy or seeking financial confidence, Dave is here to help guide you every step of the way.
Outside of work, Dave is an avid scuba diver with more than 150 dives under his belt. He also enjoys playing golf and cheering on Nebraska football. As a proud U.S. Marine, he takes pride in helping fellow Marines whenever possible.

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