Our Process | Illuminate Financial Group

Meet the Team

The Illuminate Financial Team Priortizes Long-Term Client Relationships

Meet the financial professionals at Illuminate Financial Group. Our dedicated team takes a holistic and proactive approach to providing solutions tailored to your unique financial goals. We are here to guide you through complicated situations to maximize every opportunity that will result in the future you desire.

Find A Team Member

Christina S. Koenig
Dana Floyd
Kirby S. McDonald
Milissa Mayer
Roger A. Rogert
Scott Alexander, CFP® RICP® CEPA® CFS®
Tracie L. McDonald
Wayne B. Smith

Kirby S. McDonald

Managing Partner / OSJ Branch Manager

(402) 393-5900 ext. 229

(402) 391-3322

kirbym@ifgomaha.com

Scott Alexander, CFP® RICP® CEPA® CFS®

Financial Planner / Partner

(402) 393-5900

(402) 391-3322

scotta@ifgomaha.com

Roger A. Rogert

Registered Representative

(402) 393-5900 ext. 231

(402) 391-3322

rogerr@ifgomaha.com

Wayne B. Smith

Registered Representative

(402) 393-5900 ext. 230

(402) 391-3322

waynes@ifgomaha.com

Christina S. Koenig

HR Director / Business Administrator

(402) 393-5900 ext. 237

(402) 391-3322

christinak@ifgomaha.com

Tracie L. McDonald

Finance Manager

(402) 393-5900 ext. 240

(402) 391-3322

traciem@ifgomaha.com

Dana Floyd

Director of Client Services

(352) 637-3230 ext. 245

(402) 391-3322

danaf@ifgomaha.com

Milissa Mayer

Director of Client Services

(402) 393-5900 ext. 223

(402) 391-3322

milissam@ifgomaha.com

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Who We Work With

We work with individuals, families, multi-generational families, highly compensated employees, and business owners to help achieve desired financial futures.

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About Us

Our team is dedicated to helping you invest to protect your financial future. As an independent, fiduciary firm, we are here to assist you with living your best life in retirement.

About Us

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Ready for a different type of financial advisor who is fully committed to every decision that impacts your wealth?