How we work

You are not just another face in the crowd

You are unique, and so are your financial goals. That’s why we take the time to understand what’s truly important to you.

We can help you prepare for whatever life brings—both the expected and the unexpected—with personalized advice tailored to you.

We deliver personalized financial advice to help you achieve your goals, today and tomorrow, through our Confident Retirement® approach. Working together, we can help you feel more confident, connected, and in control of your financial life.

Areas of focus

  • Retirement Income Strategies
  • Insurance
  • Investment Management
  • Cash Flow Management Strategies
  • Tax Planning Strategies
  • Investments
  • Retirement Plan Distribution
  • Business Retirement Plans
  • Estate Planning Strategies
  • Charitable Giving
  • Women's Financial Strategies
  • Retirement Planning Strategies
  • Social Security Retirement Benefits
  • Saving for Education
  • Small Business
  • Wealth Preservation Strategies

Community participation

Barzen & Associates Wealth Advisors on Grand - Community participation photo

I actively volunteer for the Des Moines Historical Society. I have a passion for educating Des Moines residents of their local history and try to raise awareness of items that might need preserving or restoration around the Des Moines Metro.