”The Hancock & Dana team listens to find out what really matters to me. Over the years, I’ve appreciated their passion, sincerity and experience.”
– Ray, business owner
Richard M. Homan, CPA, CFP®
As a Hancock & Dana shareholder, Richard brings more than 28 years of regional and local CPA firm experience.
His CPA expertise includes individual and business income tax compliance and planning, estate tax planning, small business consulting, and physician practice and compensation consulting. He also provides retirement plan administration and plan design.
In addition, Richard is a Certified Financial Planner and offers personal financial planning. Through an affiliated company, HD Financial Services, LLC, he also provides wealth management and investment advisory services.
Education
Briar Cliff University, BA in Accounting
Professional Memberships
  • American Institute of Certified Public Accountants (AICPA)
  • Nebraska Society of Certified Public Accountants (NESCPA)
  • Omaha Pension Council
  • Omaha Estate Planning Council
Community Stewardship
  • Member, St. Vincent de Paul Men’s Club
  • Treasurer, Skutt Catholic Rebounder’s Club
Achievements & Certifications
  • Elijah Watt Sells Award with High Distinction
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