MEET THE PARTNERS
Mike Sufficool, CFP®, CLU, ChFC, AEP®
Mike believes in a team approach to help you reach for maximum potential while considering the vast array of financial aspects that need to be addressed. He values collaborating with the RaiStone Wealth Partners as well as his clients’ existing CPAs, attorneys, and other professionals. As a CERTIFIED FINANCIAL PLANNER™ professional, Mike’s philosophy is that your individual goals are of utmost importance. By taking the time to truly listen and learn what each client wants, he knows that the appropriate strategies will present themselves. Over the course of his 27+ years in the financial services industry, Mike has also had the gratifying opportunity to recruit, train and mentor dozens of successful financial professionals in the Omaha, NE metro area.
CFP® and CERTIFIED FINANCIAL PLANNER™ are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board’s initial and ongoing certification requirements.
Focus: Helping individuals and businesses to first understand their financial goals then finding the right strategies to help bring those dreams to life
Brian Urban grew up in a hardworking, blue-collar home and was the first in his family to go to college. He’s brought his small town values, and midwestern work ethic to his 20+ year career as a financial consultant. Brian takes a comprehensive approach to get to know his individual and business clients personally. His goal is to ensure all recommendations are driven by his client’s best interests and desires. He has had a lifelong curiosity for the vast number of industries and professions that contribute to the American economy. From the artisan on the jobsite, to the C-Suite executive, Brian savors the conversation, knowledge, and experience that each client engagement provides.
Focus: Finding opportunities for business owners and employees, and assisting with business succession planning
Paul’s business focus is building lifelong relationships with his clients. He is dedicated to forming strong relationships because it helps him make the most-informed decisions regarding your unique needs. Understanding your goals from an in-depth perspective helps him design a strategy that puts you on a path to your financial dreams. In his 19+ years in the financial services industry, Paul has been mastering industry knowledge, working diligently to provide excellent customer service, and providing clients with tailored financial strategies.
Focus: Helping individuals and small business owners in the areas of investment services, business planning, financial planning, estate planning strategies, retirement planning, education funding, and risk management
Focus: Helping individuals and business owners with investment strategy, wealth accumulation, protection, and distribution
Focus: Financial planning, portfolio construction and management, retirement accumulation and distribution strategies, long term care planning, small business and agriculture succession.
MEET OUR MEMBERS
Daniel R. McGrain, CLU, ChFC
With over 30 years of experience, I work with clients to chart their financial futures, help them manage and grow their wealth, and protect what’s most important to them. What’s distinctive about my approach is a focus on objective advice. Through a one-on-one meeting, I can help identify your needs and aspirations and the financial requirements for each. We can then discuss suitable strategies that work best to meet both your short and long-term needs. I offer a broad range of financial products and services for individual and business planning needs.
- Business Planning: Business Succession, Executive Benefits, Employee Benefit Plans
- Financial Planning Strategies: Estate Planning, Retirement Planning, Education Funding
- Investment Services: Asset Accumulation, Wealth Management
- Risk Management: Life Insurance, Annuities, Disability and Long-Term Care Insurance
Working with both individuals and families, I focus on long-term planning to provide the highest level of planning services available. Whether it’s a young couple just getting started with an IRA or a high net worth client looking to secure future generations, I take the same approach to helping prioritize and implement the strategies that work best for you.
As a business owner, I understand firsthand the challenges of building a successful business. I work with businesses ranging from sole proprietorships to corporations. I approach business planning in the same spirit of entrepreneurship—by recognizing the specialized needs of smaller and mid-sized companies and providing strategies to help effectively fulfill those needs.
Career Achievements AXA Advisors:
- Hall of Fame
- Hallmark I
- Hallmark II
- President's Cabinet
- Chartered Life Underwriter (CLU)
- Chartered Financial Consultant (ChFC)
- Daniel McGrain CA Insurance License #0K97143
FINRA Securities Registrations:
- Series 6
- Series 7
- Series 63
- Series 65
Greg Mieras, CLU
Greg has been with AXA Advisors for more than 40 years starting his career with The Equitable in 1979. During his career, Greg has focused on working with successful businesses and individuals to develop customized Investment, Risk Management, Estate Planning Strategies, and Financial Strategies to help achieve their desired goals. Primarily working in the realms of Retirement Income Planning and Estate Planning Strategies, Greg has achieved recognition for his work.
- AXA Advisors Hall of Fame
- Superior Sales Achievement Award
- Circle of Excellence
- President’s Cabinet
- District Leadership Award
- Hallmark I, II, III
- B.S. in Business Administration from Morningside College in Sioux City, IA
- Chartered Life Underwriter
- Series 7
- Series 24
- Series 63
- Series 65
MEET OUR TEAM*
Patti coordinates service requests, such as cash distributions, beneficiary changes and death claims for the RaiStone Wealth Partners. Patti was born and raised in Omaha, NE and received her BS in elementary education from Creighton University.
Patti has worked in the insurance and financial services industry for 19 years. She enjoys assisting clients as they navigate through forms and requirements, trying to make the process easier and less confusing for them.
Patti is devoted to God, her four children, two in-laws, seven grandchildren and a wonderful network of friends. In her spare time, she enjoys traveling, volunteering at her church and several local theaters, and participates in yoga, golf, hiking and biking. She feels blessed to be a part of the RaiStone team.
Brad Olsen is an associate with RaiStone Wealth Partners. Prior to working for RaiStone, Brad attended the University of Nebraska – Omaha, where he graduated with a BSBA. While attending UNO, Brad was a pitcher on their baseball team. His best memory while playing at UNO was striking out the side against the UNL Huskers, and hearing his favorite school’s fans boo him.
Brad has worked in the financial industry since November of 2017. He assists the RaiStone Wealth Partners by building financial plans for clients. He also works on new business preparation and processing, to help ensure a pleasant experience for all clients.
When he isn’t working or busy cheering on the Huskers, Brad loves to be outdoors. You can find him hunting, fishing, or traveling across the United states. He is our tallest employee, at 6’6.” (And no, he did not play basketball!) If you ask him how tall he is, you’ll hear anything from 6’4” to 6’7”, depending on how he is feeling that day.
New Business Coordinator
Mary is excited to be part of the future with Raistone Wealth Partners. Her specialties include customer service and new business processing. Mary prides herself on her work ethic, attention to detail, and taking care of our clients’ needs.
As a mother of 4 children and a wife for 21 years , Mary loves everything that comes with both of these titles! When her family isn’t keeping her busy, she enjoys reading, traveling and being active in her church. She was born in Nebraska and after getting married, spent 15 years in the Dallas area and was happy to come back “home” in 2014. Mary is an avid sports fan and loved waving her Husker Flag in the heart of Longhorn country!
Mary started with RaiStone Wealth Partners in August of 2018. She is a Licensed Insurance agent for Personal and Commercial Lines, and also brings experience as an office manager and customer service representative.
Stephanie Hansen earned her Bachelor of Science degree in Education from the University of Nebraska at Omaha, where she held the Philanthropy and Historian Chair for Sigma Kappa Sorority. After a brief stint as a substitute teacher, she taught briefly at Phoenix Academy Day School, a private school in Omaha that focuses on getting students who are behind in reading back to reading grade level.
As RaiStone Wealth Partners’ Scheduling Coordinator, Stephanie is a pro on the phones. She remains calm under pressure and loves interacting with our clientele.
When not at the office, you can find Stephanie supporting other single moms within her Women’s Group at Lifegate Church, strengthening her walk with God, or rallying on one of her daughters in competitive cheerleading. Stephanie has two daughters and a son. Compassion, loyalty, a love of people, and learning new things are what make Stephanie a well-rounded person. She’s always up for a challenge and loves having fun.
James Batterson joined the RaiStone team in early 2015 as Office Manager. He is instrumental in “back office” operations. James provides administrative support services only. However, he is in hot pursuit of becoming a Registered Sales Assistant and currently preparing for the Series 7 Securities exam, followed by the Series 66 exam.
James brings a wealth of knowledge in business practices, having successfully owned and operated a retail store. He is an Iowa native who enjoys golfing on the weekends, and is a huge Miami Dolphins fan. “Go Fins!”
Nancy Green has over 25 years experience assisting agents at RaiStone Wealth Partners. She offers a wealth of knowledge in the operations and processes of the day-to-day business practice, and in client relations.
In addition, she worked five years within the office as a Computer Technician, troubleshooting hardware and software problems. Nancy services as administrative support only.
Nancy graduated from St. Cloud State University in Minnesota with a degree in Art & Design, and minors in Business and Theater. Outside the office, you can usually find her in her dedicated sewing room designing and making gymnastics and dance leotards, which she ships worldwide.
*Team Members provide administrative support services only. Brad Olsen and James Batterson are registered with AXA Advisors, LLC and provide administrative support services only.