Associates

In today's complex world, the expertise and clear vision of a financial professional can help you reach your financial goals.

Each of our associates has been carefully selected based on their knowledge, experience and desire to make a long-term commitment to our clients. They maintain a vigorous continuing education program to keep current on financial products, tax laws and other information that may affect you.

This information should not be considered as tax advice. Clients should consult their tax advisor regarding their own tax situation.


Burlington, IA

Richard F. Mellinger

John R. Stromley


Calmar, IA

Nicole Wiltgen


Cedar Rapids, IA

Janet R. Beal

Jeffrey D.  Burroughs

Jeffrey C. Busbee

Justin  Carey

Andy Christofferson

Nicole  Ehler

Donald G. Homan

Tina Kernwein

Robert E.  McMahan

Michael W.  Schooley

Kathy  Soldwisch

Benjamin J. Sorden

Kyle B. Zimmerman

Brian D.  Zimmerman


Conway, AR

Gregory John  Dunseath

Kerry K.  Molder


Davenport, IA

Gary R.  Peterson


Edmond, OK

Bryndon L.   Manzer

Jason Stewart


Lake Mills, IA

David  Arndt

David M. Iverson

Joel E. Twedt

Matthew J.  Twedt


Morrilton, AR

Bruce D.  Hawkins 


Tulsa, OK

Amy Anderson

Thomas S. Bowen

Dwahana Brejcha

James L. Brejcha, Jr.

Kreg  Callery

Bryant J.  Coffman

Carolyn  Cole

Robert Dennis

Terry L. Devore

Patrick L. Donica, ChFC

Chris Economou

Bradley C. Goddard

Drew Hayden

J. Greg  McKinney

Aaron McKinney

Kyle McNamara

Rusty Peterson

Cindy  Rosser

Paul  Smith

Erika Taylor

Tonya  Tuss

Jason Paul Ward

Mike Whitson

Joe A. Wilburn, Jr.


Waukon, IA

David L. Zimmerman