Partners

D. Bruce Schreck, CLU, ChFC

Managing Partner, Senior Private Wealth Manager

Bruce graduated from Wichita State University with a bachelor's degree in Business Administration and a minor in Economics in 1970. After a brief stint with the Coleman Company of Wichita, he entered the financial services industry with Schreck Financial Group, LLC, joining his father, Don Schreck. He specializes in working with individuals and businesses, helping them with accumulation and preservation of wealth.

He participates in the industry groups as a member of the National Association of Insurance and Financial Advisors. He has been a member of the Million Dollar Round Table for over 40 years and has qualified for the Court of the Table ten times. He has always been interested in expanding his skills and knowledge and earned his Chartered Life Underwriter (CLU) in 1980 and Chartered Financial Consultant (ChFC) designation in 1984.

His contributions to the community include serving on the National Advisory Council of Wichita State University Foundation. He is on the Executive Advisor’s Board at the Ulrich Museum at WSU and a past president of SASO (Student Athletic Scholarship Organization). He is an avid golfer and enjoys traveling.

He has been married to his wife, Linda, since 1982. They reside in Wichita and have three boys: Jeff, Todd, and Chris.

Bruce is a Registered Representative and Investment Advisor Representative of Cambridge Investment Research Insurance licensed in the resident state of: Kansas as well as: Arizona, Colorado, Idaho, Illinois, Iowa, Missouri, Nebraska, New York, Oklahoma, Oregon, South Carolina and Texas. Securities licensed in the resident state of: Kansas as well as: Arizona, California, Colorado, Idaho, Iowa, Michigan, Missouri, Nebraska, Ohio, Oklahoma, Oregon, South Carolina and Texas. This is not an offer or solicitation in any state(s) where not properly licensed and/or registered. For registration or licensing information, please contact my office at 800-349-9296.

Winning the National Quality Award and National Sales Achievement Award are not indicative of future performance or positive experience with you.

Brian D. Schreck, CLU, ChFC

Securities Coordinator and Senior Private Wealth Manager

Brian has been part of the financial services industry since graduating cum laude from Rockhurst College in 1974 with a bachelor's degree in Marketing. He specializes in working with professionals and local businesses, helping them in areas such as retirement planning, estate planning, employee benefits, and personal insurance planning.

A highly active participant in the industry, Brian has served as an instructor for the Life Underwriter Training Council for 15 years and is a member of the Wichita Estate Planning Council. He is also the former president of both the Wichita Chapter of the Society of Financial Service Professionals and the Penn Mutual Life Insurance Company’s National Agents Association.

Brian earned his CLU (Chartered Life Underwriter) designation in 1980 and his ChFC (Chartered Financial Consultant) in 1985, has been a life and qualifying member of the Million Dollar Round Table for over 40 years and has qualified for the Court of the Table 12 times.

Brian’s contributions to his community have included his position on the Business Advisory Board for Students in Free Enterprise (SIFE) at Wichita State University (WSU) and his position as president of the Guadalupe Clinic Foundation Board.

He has been married to his wife, Donna, since 1985. They reside in Wichita and have two children: Shawn, who joined Schreck Financial Group in 2001, and Trisha, a veterinarian in Salina. In addition to spending time with his family, he is an avid golfer who also enjoys hunting and fishing.

Brian is a Registered Representative and Investment Advisor Representative of Cambridge Investment Research, and has passed Series 6, 63, 7, and 24 exams. Insurance licensed in the resident state of: Kansas as well as: Arizona, Florida, Missouri, New Mexico, North Carolina, Texas, and Washington. Securities licensed in the resident state of: Kansas as well as: Arizona, Arkansas, Georgia, Missouri, Oklahoma, South Dakota, Texas, and Washington. This is not an offer or solicitation in any state(s) where not properly licensed and/or registered. For registration or licensing information, please contact my office at 800-349-9296.

Brad L. Schreck, CLU, ChFC

Senior Private Wealth Manager

All Brad knew was that he wanted to play basketball; that was his dream. The neighbors complained they would hear the basketball bouncing and backboard pounding way after the sun went down. He played in high school at Kapaun Mt. Carmel and went on to play at West Texas State in college. At West Texas, he played alongside Maurice Cheeks who went on to play as a Philadelphia 76er. He also guarded Larry Bird, with whom we are all familiar. The first time they faced off when Larry was still an unknown, the coach said, “Schreck, we have heard this Bird is a pretty good shooter. You guard him.” He scored thirty-three points that day, much to Brad’s chagrin. The next time, a more prepared Brad held him to 12 points. A picture hangs on his office wall of he and Larry Bird wrestling on the floor for a loose ball. We are all sure Larry has that same picture on his wall. Brad followed his passion, and the summer after graduating, he went to Los Angeles where he played for the summer pro league for the Lakers. It was a great experience and made him realize he would need to find a different career.

After trying a couple other endeavors (Juicy Lucy and Chinese Chicken) Brad decided to give his father’s business a shot. That was in 1981. Over forty years in the business, he has developed over 1500 clients and brought a son, Joshua Bolan, into the business. He is married to Sandi, and they have seven children and fifteen grandchildren. He manages to enjoy March Madness every year and is an avid supporter of Wichita State basketball. He has served on the board at Starkey, Via Christi Golf Classic, St Vincent’s Endowment Association, and Cerebral Palsy Research Foundation. He maintains the same integrity his father taught him, “Keep the client’s best interest in mind, and all will prosper."

Brad is a Registered Representative and Investment Advisor Representative of Cambridge Investment ResearchInsurance licensed in the resident state of: Kansas as well as: Arizona, Arkansas, California: (CA Insurance Lic. #0B73577), Colorado, Florida, Kentucky, Missouri, Nebraska, Oklahoma, Pennsylvania, South Carolina, South Dakota and Texas. Securities licensed in the resident state of: Kansas as well as: Arizona, Arkansas, California, Colorado, Connecticut, Florida, Illinois, Kentucky, Louisiana, Maryland, Michigan, Mississippi, Missouri, Montana, Nebraska, New Hampshire, New Jersey and Ohio. This is not an offer or solicitation in any state(s) where not properly licensed and/or registered. For registration or licensing information, please contact my office at 800-349-9296.

Daniel K. Buck, CLU, ChFC

FINANCIAL ADVISOR

Dan has been part of the financial services industry since October of 1974. He earned his CLU (Chartered Life Underwriter) designation in 1985 and his ChFC (Chartered Financial Consultant) in 1999. Mr. Buck specializes in working with individuals and local businesses, helping them in areas such as retirement planning, estate planning, and income planning.

As an industry professional, Dan is a member of the Wichita Chapter of the Society of Financial Service Professionals. He is also a member of the Million Dollar Round Table, recipient of NAIFA's National Quality Award and National Sales Achievement Award and is always interested in expanding his skills and knowledge.

Dan’s contributions to his community have included his position as the former president of the Air Capital Cosmopolitan Club where he worked in the Wichita community to raise funds for diabetes awareness.

Dan is an avid golfer and enjoys working with others, traveling to lighthouses, and reading inspiring books. Dan and his wife Madelon reside in Wichita and have four children: Brett, Brian, Bryan, and Alex. Dan’s question every morning is, “What can I do today to make your life better?”

Dan is a Registered Representative and Investment Advisor Representative of Cambridge Investment Research Insurance licensed in the resident state of: Kansas as well as: Arkansas, Florida, Mississippi, Missouri, Oklahoma and Texas. Securities licensed in the resident state of: Kansas as well as: Arizona, Arkansas, Michigan, Mississippi, Nebraska and Texas. This is not an offer or solicitation in any state(s) where not properly licensed and/or registered. For registration or licensing information, please contact my office at 800-349-9296.

Winning the National Quality Award and National Sales Achievement Award are not indicative of future performance or positive experience with you.

Shawn M. O'Mara, LUTCF

Financial Advisor

Shawn is an insurance agent and seasoned financial advisor who entered the financial services industry with Schreck Financial Group in 2000.

Shawn is a member of National Association of Independent Financial Advisors (NAIFA) and also has been honored as a member of the Million Dollar Round Table in Wichita, Kansas.

With over ten years of experience at Schreck Financial Group, Shawn has continued to grow his knowledge and skills by learning the industry from the ground up. His goal is to offer top-notch service for his clients in order to help improve their financial situation.

Shawn’s favorite part of his career is meeting new people and helping individuals improve their personal financial situation. He also specializes in advising business owners, wealth accumulation for individuals, and estate planning for Kansas seniors.

Shawn has one son named Max. Shawn is a native Kansan who lives in Wichita and enjoys fishing and hunting in the great outdoors.

Shawn is a Registered Representative of Cambridge Investment Research Insurance licensed in the resident state of: Kansas as well as: Iowa, Michigan, Missouri, Oklahoma and Texas. Securities licensed in the resident state of Kansas as well as: Arizona, Arkansas, California, Colorado, Georgia, Indiana, Minnesota, Missouri, North Dakota, Ohio, Oklahoma, South Dakota, Tennessee, Texas, Utah, and Washington.

This is not an offer or solicitation in any state(s) where not properly licensed and/or registered. For registration or licensing information, please contact my office at 800-349-9296

Joshua S. Bolan

FINANCIAL ADVISOR

Josh graduated from Friends University with a bachelor’s degree in Business Administration in 1998. After college, he worked for a mortgage banker in Kansas City, and in 2004, he joined his stepfather Brad Schreck at Schreck Financial Group.

Josh has long lasting relationships with many of the area’s leading medical schools where his primary focus is to help graduating residents and CRNAs make certain they start their career off with a solid financial foundation. Josh gives these professionals access to industry leading, exclusively endorsed, group discounted disability income benefits. Building on that foundation, he then assists these professionals with more tax efficient methods for accumulating wealth for retirement. Josh also works with businesses owners to protect their business operations and develop cost effective business continuation strategies.

An active participant in the industry, Josh is a member of the National Association of Insurance and Financial Advisors where he has served the board as the disability chairman.

Josh’s contributions to his community include his time as an ambassador on the Young Professionals Action Team for the Wichita Chamber of Commerce. He has also helped with Youth Entrepreneurs of Kansas, working and assisting students with their business ideas, along with judging the business plan competition.

He resides in Andover with his two sons, Jackson and Andrew, and he enjoys playing golf, basketball, coaching his boys in sports, and traveling with his family.

Joshua is a Registered Representative with Cambridge Investment Research Insurance licensed in the resident state of: Kansas as well as: Arkansas, Florida, Missouri, New Mexico, Oklahoma and Texas. Securities licensed in the resident state of: Kansas, as well as Texas. This is not an offer or solicitation in any state(s) where not properly licensed and/or registered. For registration or licensing information, please contact my office at 800-349-9296.