Team profile

What you can expect when you work with us

Our purpose is to help you feel confident, connected and in control of your financial life. The right financial advice can help prepare you for whatever life brings – both the expected and the unexpected.

When you work with us, you receive:
  • 1:1 financial advice based on your goals and needs.
  • Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.
  • Regular meetings to review your goals, progress, and investments.
  • Anytime access to your investments and digital tools to help you stay on track.
Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you.
Request a consultation

Areas of focus

  • Retirement Planning Strategies
  • Estate Planning Strategies
  • Tax Planning Strategies
  • Saving for Education
  • Insurance
  • Charitable Giving
  • Investment Management
  • Intergenerational Planning

Awards & recognition

  • Ascendant Wealth Management Group, Forbes Best-in-State Wealth Management Teams, 2023
  • Jeffrey Brandt, Barron’s Top 1,200 Financial Advisors, 2023

Community participation

2019 Trinity Hospice Ball in Fort Dodge, IA
2019 Trinity Hospice Ball in Fort Dodge, IA
  • Algona Chamber of Commerce
  • Carroll Chamber of Commerce
  • Clarion Chamber of Commerce
  • Fort Dodge Growth Alliance
  • Webster City Chamber of Commerce
  • Domestic/Sexual Assault Outreach Center
  • Young Professionals of Fort Dodge
  • Algona BRAK Sponsor
  • Webster City St. Thomas Aquinis Gala Sponsor
  • Fort Dodge Swing for a Cure Sponsor
  • Brushy Creek Honor Flight Sponsor
  • Clarion Ruritan Club
  • Clarion Lions Club