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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Team photo for Barzen & Associates Wealth Advisors on Grand
Team photo for Barzen & Associates Wealth Advisors on Grand

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Our advisors

Advisor photo for David G Barzen

David G Barzen

CFP®

Private Wealth Advisor

Franchise Owner
Learn more about David G Barzen Visit David G Barzen's website
Advisor photo for Kristy R Barzen

Kristy R Barzen

CFP®

Financial Advisor

CERTIFIED FINANCIAL PLANNER® professional
Learn more about Kristy R Barzen Visit Kristy R Barzen's website


Our team

Robyn Leon

Robyn Leon

Operations Manager

Jackson Barzen

Jackson Barzen

Marketing Manager

Personal Intro

Welcome our newest team member and recent Iowa State Graduate. He enjoys people, traveling, bike riding, snow skiing, martial arts, video games, horror movies and being an entrepreneur. He is great with people and we are happy to have our oldest son join our practice.

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Briana Sanders

Briana Sanders

Client Concierge

Johanna Phillips

Johanna Phillips

Administrative Assistant