Wayne Baca
About Wayne Baca
Wayne Baca serves as the Regional Sales Director at Mutual of Omaha, where he has worked since 2015. He has a diverse background in financial services, having held various roles including Client Relationship Manager at Sikich and Vice President Financial Consultant at Charles Schwab.
Current Role at Mutual of Omaha
Wayne Baca serves as the Regional Sales Director at Mutual of Omaha, a position he has held since 2015. In this role, he is responsible for overseeing sales operations and strategy in Minnesota, Wisconsin, and Eastern Iowa. His focus includes developing relationships with clients and ensuring that their needs are met through tailored financial solutions.
Professional Experience at Sikich
Since 2017, Wayne Baca has worked at Sikich as a Client Relationship Manager. In this capacity, he specializes as a Senior Retirement Plan Advisor, providing guidance on retirement plan needs. His role involves analyzing client requirements and recommending suitable retirement vehicles, including 401(k) plans and defined benefit plans.
Previous Positions and Responsibilities
Wayne Baca has held various significant positions throughout his career. He was a Vice President Financial Consultant at Charles Schwab for six months in 2014, and served as National Sales Manager at First National Bank of Omaha from 1998 to 2000. Additionally, he worked as a Retirement Plan Consultant at HUB International and as a Trust Officer at Huntington National Bank, gaining extensive experience in financial consulting and retirement planning.
Educational Background in Banking and Finance
Wayne Baca studied Banking and Finance at the University of Nebraska at Omaha, where he earned a Bachelor of Science degree from 1989 to 1992. His educational background provides a strong foundation for his career in financial services, equipping him with the knowledge necessary to navigate complex financial landscapes.
Expertise in Retirement Planning
Wayne Baca specializes in retirement planning, focusing on fiduciary issues and asset allocation. He frequently conducts presentations to businesses and civic groups on retirement plan topics and holds educational forums to inform employees about investing in their employer-sponsored plans. His extensive experience includes creating and maintaining investment policy statements and monitoring investments.