Meet Our Team

My professional journey began in orthopedics, where caring for others always remained my highest priority. When my husband, Zac, founded Lakeview Retirement Planning, it felt like a natural extension of that same calling—helping people live better, fuller lives.

I’ve always believed in looking after others, whether they’re recovering from an injury or preparing for the next phase of life. At Lakeview, that means creating a welcoming, organized space where our clients feel cared for, heard, and at ease. Every detail matters to me, because I know that the small acts of kindness, attentiveness, and follow-through are what build trust and make our clients feel at home.

Outside the office, I love spending time with Zac and our dog, Lucy, surrounded by our wonderfully large (and loud) family. I’m happiest when I’m outdoors—on the water, with a good book, listening to music, or entertaining friends. Life is meant to be enjoyed, and I do my best to make the most of it, both at work and at home.

As our Service Advisor, I handle everything that helps our clients’ plans come to life including applications, client requests, insurance and annuity reallocations, and all the follow-ups that ensure every need is met. In addition, I enjoy writing our weekly newsletter, where I break down financial news in plain English and share glimpses into our team’s lives and community happenings.

Before joining Lakeview, I spent several years teaching middle school English and Spanish in Fort Collins, Colorado, after graduating from Colorado State University with a double major in both subjects. My background in education taught me how to connect with people, communicate clearly, and meet them where they are—skills that translate directly into the work I do now helping clients feel confident in their retirement plans.

I’ve always been drawn to roles that serve others, whether it was teaching, restoring homes, or now, helping people retire successfully. Joining Lakeview has given me the chance to continue this life mission in a meaningful new way, helping clients make the most of the years they’ve worked so hard to earn.

When I’m not working, you can usually find me spending time with my wife, Abbie, our Jack Russell Terrier, Ollie, and our tuxedo cat, Otter. I’m a lifelong Colorado sports fan, an avid golfer, and I love catching live concerts with family and friends.

Scott Rinehart is an accomplished leader in the RIA space with extensive experience in helping advisors and clients navigate complex financial landscapes. As President of Triad Wealth, Scott is responsible for overseeing the firm’s strategic direction and driving its growth by providing comprehensive investment management, technology solutions, and advanced planning to advisors seeking a strategic partner for growth.

Before taking on the role of President, Scott served as Triad’s Chief Planning Officer, where he built the Planning team from the ground up. Under his leadership, the planning team and its offerings grew significantly, and he worked closely with his team to implement the strategies and frameworks that are fundamental to Triad’s planning approach. Scott’s leadership has been instrumental in shaping the firm’s ability to deliver a unified planning approach to clients.

Prior to joining Triad, Scott played a key role in the growth of Carlson Financial, helping the firm expand from $70 million to over $300 million in assets under management. During his six years at Carlson, Scott led a team of financial advisors, developed robust financial planning processes, and directly managed a client base of over 200 households. His strategic oversight ensured that the firm maintained a high-touch, holistic approach to wealth management across more than 1,000 client households.

Scott’s career began in corporate finance, where he built a strong foundation in financial strategy, forecasting, and investment management. After earning a degree in Accounting and Finance from Washburn University, he began his career in SEC Reporting and later transitioned to Corporate Finance at Westar Energy (now Evergy), where he supported the Investment Committee, contributed to debt and equity issuances, and provided senior leadership with crucial financial insights. This experience in managing large-scale financial data and strategic decision-making provided a solid foundation for his transition into personal financial planning.

Scott joined Triad Wealth Partners in 2023, bringing a passion for educating advisors and sharing his expertise in tax optimization and retirement planning.

Scott and his wife live in Topeka, Kansas, where they stay busy with their two young children. When he’s not working with advisors or spending time with his family, you can find him enjoying time on the golf course.

Mitchell (Mitch) Hockenbury is a distinguished financial authority, industry thought leader, and decorated military veteran. As Vice President of Wealth Strategy at Triad Wealth Partners, Mitch plays a pivotal role in advising and equipping financial advisors with the strategies, tools, and insights needed to elevate their practices and maximize client success. His leadership ensures that families and business owners benefit from personalized, tax-efficient planning focused on protecting wealth, optimizing income, and achieving long-term financial goals.

Mitch’s financial career began in 1999, giving him over two decades of experience in wealth management, financial planning, and investment strategy. He has worked as an investment advisor for Ameritrade and Edward Jones, consistently exceeding client expectations and business growth benchmarks. In 2018, he founded 1440 Financial Partners, a firm dedicated to helping families and small businesses achieve financial independence. His expertise spans tax-efficient investing, retirement income strategies, risk management, and Social Security optimization.

A committed lifelong learner, Mitch holds an MBA from the Naval Postgraduate School and a Bachelor of Science in Finance and Banking from the University of Nebraska-Omaha. He has earned the CERTIFIED FINANCIAL PLANNER™️ (CFP®️), Retirement Income Certified Professional®️ (RICP®️), and Registered Social Security Analyst®️ (RSSA®️) designations. His thought leadership in financial planning has been featured in MarketWatch, USA Today, CNBC, Forbes, and Barron’s.
Before transitioning to finance, Mitch served with distinction in the Marine Corps and later as an Infantry Officer in the U.S. Army, completing multiple combat tours, including leading the final fighting force out of Iraq in 2011. His military career, marked by numerous commendations, ingrained in him a disciplined, mission-focused approach that he applies to financial planning and leadership.

Mitch is also an award-winning author and international speaker, known for his books Tactical Influence: How I Countered an Insurgency with Words and If I Had Only Known About Money Then: Wisdom That Would Have Saved $1,000,000. He has delivered keynote speeches and financial education sessions to organizations, universities, and professional conferences across the U.S. and internationally.

He resides in Omaha with his daughter, and two pets. In his free time, he enjoys traveling, reading, and continually seeking new ways to empower others in their financial and personal lives.

David Seufer is the VP of Planning supporting advisors in crafting tailored financial plans and strategies that address their clients’ unique needs. His expertise spans retirement income planning, tax-efficient strategies, and investment management.

Before joining Triad Wealth Partners, David founded Gravitas Wealth Planning, where he prioritized delivering clarity and peace of mind to clients navigating the complexities of retirement. In his previous roles, David focused on building and scaling financial planning services and delivering an outstanding client experience.

As both a CFA® charterholder and a CERTIFIED FINANCIAL PLANNER™ (CFP®) professional, David combines deep investment expertise with comprehensive financial planning knowledge to deliver exceptional value to clients and advisors alike. When he’s not creating strategies for financial success, David enjoys family time with his wife, toddler, and two dogs. He also enjoys strategy board games, fountain pens, golfing, and everything Formula 1.

Jackson Sheputis is a Senior Financial Planning Specialist with Triad Wealth Partners. He specializes in developing personalized financial planning strategies and reports to assist financial advisors in communicating their recommendations with their clients. Jackson believes every client deserves a clear, honest, and detailed review of their financial picture and goals, and he creates plans with this idea in mind from start to finish.

Before joining Triad, Jackson had four years of experience in financial planning within the RIA industry. Prior to that, he received his bachelor’s degree in finance from Valparaiso University. He completed his Series 65 designation in 2021 and received his CFP® certification in 2023.

Jackson lives in Northwest Indiana with his girlfriend Kyra and their two dogs, Rae and Martin. He enjoys golfing, watching sports, and exploring things to do in the Chicago area.

As Chief Investment Officer, Brent Coggins leads the overall investment strategy for Triad Wealth Partners, a Registered Investment Adviser (RIA). His approach to holistic investment management leadership and expertise is evident in the strategies built around asset allocation, portfolio construction, security selection, investment research, and trading.

Brent has worked in financial services for his entire career, most recently for a trust and investment management company based in Kansas City. There, he served on the investment leadership team, was the co-chair of the model portfolio committee, and oversaw the fund research team that covered all third-party managed investment products. This platform included traditional assets such as equity and fixed-income strategies, as well as alternatives including hedge funds, private equity, real estate, and venture capital.

Brent received his bachelor’s degree in economics from the University of Kansas and his MBA from the University of Missouri-Kansas City. Brent and his wife live in the Kansas City area with their two daughters. In their free time, they love spending as much time together outdoors as possible.

As Chief Compliance Officer, Dani Hampton is responsible for creating and implementing all compliance strategies at Triad Wealth Partners, a Registered Investment Adviser (RIA). In this role, Dani plays a critical part in the strategic direction of the firm’s compliance team. She also helps member firms understand the ever more demanding compliance landscape through compliance best practices and education. With more than 25 years of experience, Dani brings valuable insight to the Triad Wealth team.

Before joining Triad Wealth Partners, Dani served as a Compliance Manager for Carson Group, where she built and oversaw the company’s advertising review, audit, systems, and licensing teams. She was also the Chief Compliance Officer of First National Capital Markets, the affiliated broker dealer and municipal advisor of First National Bank of Omaha, one of the largest privately held banks in the Midwest. During her 15-year tenure at First National Capital Markets, she held several positions throughout the company in sales, operations and compliance. Prior to her time at First National Capital Markets, Dani also held multiple positions at Ameritrade and E*Trade Financial.

Dani received her Master of Science in organizational leadership from the College of Saint Mary and her bachelor’s degree from Creighton University, both in Omaha, Nebraska. Dani holds the IACCP® designation. She lives in Omaha with her husband, daughter and beloved pet cat. She loves the theater and enjoys attending theater productions, especially those her family members, especially her daughter, are performing.