President - Wealth Manager
Ben Fogarty, MBA, has been in the financial services industry for over 20 years. After graduating from Wichita State University, he moved to Washington, DC where he began his career at Prudential Securities and Merrill Lynch. In 2004, he moved back to Omaha to work for AIG. In 2008, he partnered with Dundee Bank to create Dundee Financial, which became Fogarty Wealth Management in 2016.
Fogarty obtained his MBA in 2011 from UNO and has served as an adjunct professor in the UNO college of business.
He enjoys working closely with individuals to design retirement strategies and helping his clients pursue their financial goals.
Ben is insurance licensed and holds the Series 7, 63 & 65 securities licenses with LPL Financial.
Fogarty has three children and lives in the Dundee area. In his free time, he enjoys coaching baseball.
Vice President - Wealth Manager
Greg Hauer is a seasoned wealth manager and accomplished estate planning attorney, dedicated to helping individuals and families secure their financial legacies. With a passion for delivering expert financial guidance and a deep understanding of the legal intricacies of estate planning, Greg is committed to ensuring his clients' financial well-being for generations to come.
Greg's journey began in a small town in South Dakota, where he cultivated a strong work ethic and an unwavering commitment to excellence. Eager to pursue his dreams, he moved to Omaha, Nebraska, to attend Creighton University. There, he achieved the remarkable feat of earning a Bachelor's of Business Administration in just two years, a testament to his exceptional drive and determination.
Greg's thirst for knowledge led him to Creighton Law School, where he further distinguished himself as one of the youngest law students in the country. His relentless pursuit of academic excellence didn't stop there; he simultaneously pursued a Masters in Investment Management while attending law school. This multidisciplinary approach has equipped him with a unique blend of legal expertise and financial acumen that sets him apart in his field.
In 2019, Greg embarked on his professional journey as a wealth manager at Fogarty Wealth Management. Here, he honed his skills, providing clients with tailored investment strategies and financial planning solutions. His dedication to client success soon led him to establish his own law practice in 2021, Hauer Law Firm, LLC. Specializing in estate plan drafting and probate avoidance, Greg's firm is committed to safeguarding the financial interests of his clients.
Expansion to Tampa, Florida
In 2023, recognizing the growing demand for his expertise, Greg expanded his practice by opening an office in Tampa, Florida. Now, he splits his time between both locations, serving clients in two vibrant communities.
Greg Hauer is not just a wealth manager and attorney; he is a trusted advisor, passionate about helping clients navigate complex financial decisions and ensuring their wealth remains a lasting legacy. His unwavering commitment to excellence and dedication to his clients' financial well-being make him the go-to professional for estate planning and wealth management needs.
Greg is insurance licensed and holds the Series 7 and 66 securities licenses with LPL Financial.
Branch Operations Manager
Karla grew up in a small town just outside of Omaha and graduated from Nebraska Wesleyan University with with a degree in Business Administration. Throughout her career, Karla has always enjoyed opportunities which allow her to provide outstanding customer service.
Karla is the Branch Operations Manager for Fogarty Wealth Management and holds the Series 7 and 63 securities licenses with LPL Financial.