Our Services

 

Financial Planning

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Investment Management

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Estate Planning

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Insurance Solutions

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Retirement Plan 401(k)

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Tax Advantage Solutions

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Managing your finances and your wealth means balancing a wide array of concerns - protecting and growing your assets, managing risk and planning for change. That requires advisors that understand each of these issues and are able to work with you to develop a comprehensive set of solutions.

Our Team

Account Specialist

Sue serves as a contact for plan sponsors and plan participants in her role as Account Specialist in the Qualified...

Investment Advisor Representative

As a Registered Representative, Scott dedicates his time to helping you minimize your investment risk through effective...

Account Specialist

Marj is a graduate of Hamilton Business College. With more than 20 years of experience, she strives to give outstanding...

Investment Advisor Representative

Michele is the newest member of our team.  A graduate of the University of Northern Iowa, she comes to us with 16 years...

Account Specialist

Chastity provides day-to-day support to Scott's clients. With more than 5 years of service experience, she offers...

Investment Advisor Representative

As an Accredited Investment Fiduciary & Certified Pension Consultant with more than 17 years of experience, Stacie Brass...

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