IS YOUR FINANCIAL LIFE IN THE GREEN?
At Green Peaks Planning, our goal is to help you work towards achieving peak financial readiness.
Over more than a decade of experience helping clients achieve their financial goals, we’ve noticed a trend. We believe many clients have a solid investment plan, but not much else. Because many financial professionals are compensated based on product sales, they focus solely on investment management.
At Green Peaks Planning, we take a different approach.
It’s our goal to help ensure the different areas of your personal financial life are operating at their peak. To do so, we work with you to develop a custom, comprehensive plan that incorporates the different aspects of your life and finances. We take an education-based approach to help ensure you are comfortable with the recommendations before we implement them. Most importantly, we operate in a fiduciary capacity, which means you can be confident that every decision made is in your best interests.
Meet Our Founder
Bret Hoffman, ChFC®
Founder, Financial Advisor
Bret founded Green Peaks Planning with a vision of helping clients reach the pinnacle of success in the different areas of their personal financial lives. He believes that having a strong investment portfolio is a great start, but long-term success is best achieved when the different aspects of a client’s finances are operating in the green.
Bret has more than 16 years of experience as a financial advisor and holds the ChFC® (Chartered Financial Consultant) designation. Since 2009, he has helped many clients across different walks and stages of life, from CEOs of large publicly traded companies, to new investors just starting on their financial journey. Regardless of who he’s working with, Bret remains focused on providing custom solutions to help his clients work towards achieving their dreams.
Before founding Green Peaks Planning, Bret served as a financial advisor at Edward Jones. He also served as a senior financial consultant at TD Ameritrade. His earliest work experience includes helping his dad install carpet and wash tractors and combines in his home town of Red Cloud, Nebraska. After graduating from high school, he served as a missionary in India and Mongolia.
Bret and his wife, Oyun, have a 17-year-old son named Jagaa who is planning on joining the firm and pursue a career as a Financial Advisor. In his free time, Bret enjoys hunting, fishing and playing guitar.
Logan Hauschild
Financial Advisor
Branch Manager - Omaha, NE office
Logan’s path into financial services was shaped by a deep passion for personal growth, both in his own life and in helping others achieve their goals. From leading his state-recognized cross country and track teams to volunteering at his local church, Logan has consistently demonstrated a commitment to discipline, service, and leadership. He earned his Bachelor’s degree from the University of Nebraska at Omaha with concentrations in Finance and Management, and understands the essential role that financial guidance plays in everyday life.
Logan recognizes that every client’s journey is unique, and he leads with a listen-first mindset to deliver personalized, thoughtful strategies. Following in his father’s footsteps, Logan is committed to advancing his professional expertise and is currently enrolled in coursework toward the Certified Financial Planner™ (CFP®) designation. He brings a curious mindset and a client-first approach to every relationship, always seeking to add value and build trust. Outside of work, Logan enjoys long-distance running, connecting with new people, watching and playing just about every sport, and spending time outdoors.
Brian Laurie, MBA
Financial Advisor,
Brian is a financial advisor with Green Peaks Planning, dedicated to helping individuals, families, and businesses build financial confidence and work toward lasting security. With nearly a decade of experience in financial planning, Brian works with clients from all backgrounds — crafting personalized strategies that align with their unique goals, whether that means growing wealth, planning for retirement, or protecting what they’ve worked hard to build. In addition to individual client relationships, he manages retirement plans for businesses and organizations of all sizes.
Before joining Green Peaks Planning, Brian served as a financial advisor at Edward Jones, where he deepened his expertise in personalized financial planning. Prior to his financial career, Brian spent more than 20 years with U-Haul International in a variety of leadership roles, including Marketing Company President and several positions at the corporate level. That background in business operations and organizational leadership gives Brian a distinctive perspective when advising business owners and plan sponsors.
Brian is also a veteran of the United States Air Force, where he served nearly five years as a Military Working Dog Handler — an experience that shaped his discipline, commitment, and dedication to those he serves.
Outside the office, Brian enjoys time with his two daughters, cooking, exploring genealogy, getting outdoors, following sports, and slowly restoring a classic 1955 Chevy pickup.
Jacob Forsgren
Financial Planning Intern
Jacob’s interest in financial planning stems from a passion for building meaningful relationships and helping individuals and families make confident financial decisions. He believes strong financial guidance is built on trust, education, and providing long-term value to clients.
Jacob is currently pursuing his Bachelor’s degree in Finance at Brigham Young University and plans to earn his CFP® designation and Series 65 license as he continues building his career in the financial planning profession. In addition to his work at Green Peaks Planning, Jacob serves as a Spanish teacher at the Missionary Training Center for The Church of Jesus Christ of Latter-day Saints. That role grew out of two years of missionary service in Uruguay and reflects his passion for teaching, personal growth, and connecting with people from all walks of life.
Outside of work and school, Jacob enjoys gymnastics, rock climbing, skiing, and sharing and learning about Jesus Christ.
