Managing your finances isn’t as overwhelming when you have the right team by your side. We take time to understand what matters most to you, then work together to provide clear advice and consistent support along the way. With a team approach, shared accountability helps keep things on track. Feel more confident, connected and in control of your financial future.
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Certified Financial Planner
Chartered Retirment Planning Counselor
University of Wisconsin - Madison (BA in Economics)
Behavioral Financial Advisor
B.S. in Child Development and Family Science; Minors: Business, Criminal Justice
Riley enjoys:
B.S. Finance from Drake University
ACCREDITED PORTFOLIO MANAGMENT ADVISOR™
Series 7
Series 63
Series 65
Life, Accident & Health Insurance Licenses
Bachelors of Science from Iowa State University
Series 7 and 66
Series 66
B.S. Financial Counseling and Planning - Iowa State University
B.S. in Financial Counseling and Planning, Iowa State University
A.A.S in Business Administration, DMACC
Public Notary
B.S. in Kinesiology and Public Health - Iowa State University
B.A. in Psychology, Iowa State University
B.S. in Event Management with minor in Hospitality Management - Iowa State University
Kim loves spending her time outside of work:
Associates Degree - Des Moines Area Community College
AAS Degree in Accounting Specialist and Administrative Assistant
B.A. in Public Relations, Northwestern College
Certified Administrative Professional® (CAP®)
Associates Degree in Management Assistant and Word Processing - Central Community College
Associates Degree in Human Resources and Organizational Leadership - Rasmussen University
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