Dan Lassek

About Dan Lassek

Named to the 2025 and 2024 Forbes \"Best-in-State Wealth Management Teams\" list as a member of The Lassek & Schubert Group* For over a decade, I\'ve helped successful families, entrepreneurs, and executives protect, grow, and transition significant wealth - ensuring their legacies endure for generations. As a managing partner of The Schubert & Lassek Group, I joined my father\'s practice at Merrill Lynch Wealth Management in 2014 and stepped into leadership in 2019, with offices in Omaha and Lincoln. Our team specializes in strategic generational wealth planning, delivering sophisticated, customized strategies backed by the full resources of Bank of America and Merrill. When you work with us, you gain more than a financial advisor - you gain a lifelong partner, committed to being there through market cycles, life transitions, and the milestones that define your family\'s legacy. Beyond the office, I\'m deeply invested in my community as a past President, Board Member, and Secretary of the Omaha West Rotary Club, where I continue to lead and serve on multiple committees. I\'m also passionate about coaching my sons\' youth sports teams - helping shape the next generation both on and off the field.*Published annually in January. Rankings based on data as of March 31 of prior year.

Experience

1. Senior Financial Advisor, First Vice President

   Merrill Lynch

   Jul 2014 — Present

Education

• University of Nebraska at Omaha

  Bachelor's Degree

  2002 — 2007