The Team

Evanovich, Blessing & Associates
Using our exclusive Confident Retirement® approach and our experience providing ongoing financial advice, we help clients find opportunities that may help reduce taxes over their lifetime and beyond. We consider options like Roth IRA conversions and other tax-free investments, tax-free college savings plans and charitable gift-giving, and tax diversification and tax-efficient withdrawals from retirement accounts. We want our clients to understand all their options to help them be free to live life brilliantly — today and in the future.

Our Advisors

Joe Evanovich Jr

Joe Evanovich Jr

Private Wealth Advisor

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Designations

CLU®, ChFC®

Top Areas of Focus

  • Retirement Planning Strategies
  • Estate Planning Strategies
  • Tax Planning Strategies

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Michael S Blessing

Michael S Blessing

Private Wealth Advisor

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Designations

CRPC®

Top Areas of Focus

  • Retirement Planning Strategies
  • Investments
  • Tax Planning Strategies
CA Insurance #0G30536

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Joe Evanovich IV

Joe Evanovich IV

Private Wealth Advisor

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Designations

CRPC®

Top Areas of Focus

  • Retirement Planning Strategies
  • Investments
  • Tax Planning Strategies

Education

Bachelors Degree, University of Iowa, Iowa City, IA
CA Insurance #0K92000

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John Hensel

John Hensel

Financial Advisor

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Top Areas of Focus

  • Retirement Planning Strategies
  • Social Security Retirement Benefits
  • Retirement Income Strategies

Education

Bachelor of Arts, Public Administration, Drake University, Des Moines, Iowa, Masters of Public Administration, Drake University, Des Moines, Iowa

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Randy Kartawich

Randy Kartawich

Financial Advisor

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Designations

CFP®

Top Areas of Focus

  • Estate Planning Strategies
  • Retirement Planning Strategies
  • Investments
CA Insurance #0E89856

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Madison Doughty

Madison Doughty

Financial Advisor

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Designations

CFP®, ChFC®

Top Areas of Focus

  • Retirement Planning Strategies
  • Tax Planning Strategies
  • Investments

Education

Bachelor of Business Administration from The University of Nebraska at Kearney
CA Insurance #0M31824

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Zach Evanovich

Zach Evanovich

Financial Advisor

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Top Areas of Focus

  • Investment Management
  • Retirement Income Strategies
  • Retirement Plan Distribution

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Manny Mathews

Manny Mathews

Financial Advisor

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Top Areas of Focus

  • Retirement Planning Strategies
  • Investments
  • Tax Planning Strategies

Education

Bachelor of Liberal Arts, Minor in Business Adminstration University of Iowa - Iowa City, Iowa

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Joseph Adam

Financial Advisor

Our Staff

Nicole Besse

Nicole Besse

Office Manager

Client Service Specialist
Heather Rothschild

Heather Rothschild

Client Service Specialist

Melissa Tressel

Client Service Specialist

Heather Hickerson

Heather Hickerson

Client Service Specialist

Julia Jackson

Julia Jackson

Client Service Specialist

Susan Maltsburger

Susan Maltsburger

Receptionist

Natalea Poston

Administrative Assistant