The Team

Our Advisors

Eldon Anderson

Eldon Anderson

Private Wealth Advisor

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Designations

CFP®

Top Areas of Focus

  • Estate Planning Strategies
  • Retirement Planning Strategies
  • Wealth Preservation Strategies

Education

Graceland University, B. A., Lamoni, IA, Biology, 1970, University of Nevada-Reno, M.A., Reno, NV, Counseling, 1977, Northern Illinois University, Ed. Spec., DeKalb, IL, Administration 1981

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Jason Anderson

Jason Anderson

Financial Advisor

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Designations

CFP®

Top Areas of Focus

  • Retirement Planning Strategies
  • Sustainable and Responsible Investing
  • Insurance

Education

BA in Accounting and Business Administration from Graceland University 1991-1995, Graduated from Blue Springs High School 1991

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David Gilmore

David Gilmore

Financial Advisor

More about me...

Designations

CFP®

Top Areas of Focus

  • Investments
  • Retirement Planning Strategies
  • Cash Flow Management Strategies

Education

BS Degree in Civil Engineering, University of Florida, 2003

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Our Staff

Susan Lange

Susan Lange

Office Manager