The Team

Barzen & Associates Wealth Advisors on Grand

Personalized advice to help you achieve your goals

I deliver personalized financial advice to help you achieve your goals, today and tomorrow, through our Confident Retirement® approach.

I take the time to understand what’s truly important to you. Together, we document your goals, track your progress and make ongoing recommendations to help you diversify your portfolio, and adjust to whatever life brings — both the expected and the unexpected.

With regular reviews of your goals, anytime access to your investments, and digital tools to help you stay on track, I can help you feel confident, connected and always in control of your financial life.

Our Advisors

David G Barzen

David G Barzen

Private Wealth Advisor

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Designations

CFP®

Top Areas of Focus

  • Retirement Plan Distribution
  • Retirement Income Strategies
  • Saving for Education

Education

University of Iowa, Iowa City - B.A. in Finance and Marketing - Graduated 1989, Iowa State University, Ames - Business - 1985 to 1986, Des Moines Area Community College - 1984 to 1985, Merrill Lynch - 1989 (Intern), University of Iowa Hospitals - '87-'89 (Claims)

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Our Staff

Robyn A. Leon

Robyn A. Leon

Office Manager

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Qualifications

  • Team Member since 1996
Joshua Higgins

Joshua Higgins

Investment Manager

Financial Planning Specialist
Johanna Phillips

Johanna Phillips

Receptionist