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.
Greg was born in Omaha, where he lived, until his family moved to Yankton, South Dakota for the majority of his childhood years. He returned to Omaha for his undergraduate studies at Creighton University where he graduated in just two years. He continued his education at Creighton Law School and Creighton’s Heider College of Business and attained both his Juris Doctorate and Masters in Investment Management degrees in tandem.
Greg then began a career in the financial services industry at Fogarty Wealth Management as an equity analyst until becoming a Wealth Manager. After seeing how many current and prospective clients needed estate planning services, Greg sat for the Nebraska Bar Exam and became a licensed attorney in Spring 2021. He currently offers estate planning legal services through his firm, Hauer Law Firm, LLC.
Greg is insurance licensed and holds the Series 7 and 66 securities licenses with LPL Financial.
Greg lives in the Aksarben area and enjoys boating, golfing, and playing tennis in his free time.
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.