The Smith Team


Lisa Smith, CWS®

Senior Vice President, Financial Advisor, Portfolio Manager
 

(402) 437-1024  |  lmsmith@dadco.com

Lisa is a native Nebraskan and a UNL graduate. She spent 14 years in the banking industry as Senior Vice President for a regional bank where she specialized in commercial lending and private banking, which included setting up the private banking division of the bank. In this role she helped high net worth individuals with a vast array of financial services. In 1999 she moved to SMITH HAYES to become a financial advisor. Lisa concentrates her practice on developing solid financial plans for individuals, foundations, trusts and corporations. She holds a Certified Wealth Strategist® designation. Lisa is involved on several community boards including the Joslyn Museum of Art, the University of Nebraska-Lincoln College of Business, the Child Advocacy Center in Lincoln, and on the chair of the Tabitha Foundation board of directors, among others.

 


Adam Hayes

Vice President, Financial Advisor
 

(402) 437-1057  |  ahayes@dadco.com

Adam is a native Nebraskan and graduated from the University of Nebraska–Lincoln with a degree in business. He has been in the business for nearly 20 years, joining SMITH HAYES in 2003 and D.A. Davidson & Co. in 2016, via a merger between the two companies. With this experience, Adam concentrates on financial planning and investment management with a focus on individuals, foundations and trusts. Adam and his team utilize a comprehensive approach to Wealth Management by factoring in each client's tax and estate planning, often in collaboration with the client's Estate Planning Attorney, CPA and other trusted members of the client's network of professionals. Adam's wife, Heidi, is also a native Nebraskan and a practicing attorney. They have three young children: Noah and twins Madison and Jordyn.

Tanner Leick

Associate Financial Advisor
 

(402) 437-1003  |  tleick@dadco.com

 

Developing sound financial plans is where it all started for Tanner. He has been working with The Smith Team since he was an undergrad in college. Tanner pairs a winning attitude with a small town perspective that strengthens the team's ability to provide every client with financial opportunity.

Tanner is a graduate of the University of Nebraska-Lincoln, where he majored in finance. He began working at SMITH HAYES while attending school and joined as a full time investment consultant upon graduation in 2015. He now concentrates his practice on developing sound financial plans for individuals, foundations, and corporations. Tanner serves on the board for the Northeast Family Center in Lincoln and is a past graduate of Leadership Lincoln. He and his wife, Kaleigh, reside in Seward with their dog, Leyla.

 


Dana Leetch, FPQP™

Registered Client Associate
 

(402) 437-1076  |  dleetch@dadco.com

 

Dana, a Registered Client Associate and Financial Paraplanner Qualified Professional, started at SMITH HAYES in 2008, and joined D.A. Davidson & Co. in July of 2016 via a merger between the two companies. She joined The Smith Team in 2017. Originally from Lincoln, Nebraska, she graduated from Missouri Western State University, with a bachelor's degree in business administration. Dana and her husband, Anthony, have three young children, Truman and twins: Lenli and Clara.

 

 

 

 

Our Extended Team

John Decker

Senior Vice President, Managing Director, Investment Banking and Co-Director of Nebraska Branches

(402) 437-1063  |  jldecker@dadco.com

John serves as Co-Director of Nebraska Branches for Wealth Management and Managing Director for Investment Banking. He leads an effort to grow D.A. Davidson’s collaborative presence in Wealth Management and Investment Banking in the Midwest and beyond, the results of which have produced a number of successful M&A engagements and capital financings.

Prior to joining D.A. Davidson, John was President and CEO of SMITH HAYES, and was responsible for leading the day-to-day activities of the firm. In 2016, John organized and managed the merger of SMITH HAYES with D.A. Davidson (both ESOP firms), a transaction which resulted in a successful combination of strengths and an expanded level of services for the firm’s clients. He currently serves on D.A. Davidson’s Leadership Council.

John graduated from the University of Nebraska with a bachelor’s degree in business administration with an emphasis in economics, and completed an MBA with high distinction. He serves on the boards of directors of Hampton Enterprises, Inc. and Bryan Health.

 

 

S. Morgan Davis

Vice President, Trust Officer

(402) 437-1027  |  smdavis@dadco.com

 

Morgan joined D.A. Davidson Trust Company in 2018 as a Vice President and Trust Officer. He has provided trust and fiduciary services for successful individuals and families since 2013. He focuses on goals-based wealth planning and working closely with clients to achieve their specific generational wealth transfer objectives.

Morgan earned his bachelor’s degree from Vanderbilt University. He received his law degree from the University Of Nebraska College of Law in 2010 and subsequently passed the Illinois Bar
Exam.

An active volunteer in the community, he currently serves as a board member for the Lincoln Parks Foundation and as a member of the Lincoln Estate Planning Council. When he’s not in the office, Morgan enjoys golfing and spending time with his busy family.