Investment Advisor Representative
Our Services
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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