Aquilo Financial Group

Our team is proud to provide a breadth of experience, specialized financial knowledge, and elevated level of service to all our clients. We work collectively to serve your goals and help you meet your financial future with more confidence.



Advisors

Randy M Herr, Private Wealth Advisor serving the Clive, IA area - Ameriprise Advisors

Randy M Herr

CFP®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Visit Randy M Herr's website
Kent Taylor, Financial Advisor serving the Clive, IA area - Ameriprise Advisors

Kent Taylor

CFP®

Financial Advisor

Visit Kent Taylor's website

Team

Meredith M Herr

Meredith M Herr

Paraplanner

Qualifications

  • Series 7
  • Series 66
  • Iowa Life and Health Insurance
  • Bachelor of Science - Business Administration, University of Evansville

Roles & Responsibilities

  • Located in our Iowa office
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Jessica Stewart

Jessica Stewart

Client Relationship Manager