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925 Marthas Way, Hiawatha, IA 52233

Your Team of Professionals

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Justin Ryan, CFP®, CRPS®, CEPA

Financial Advisor

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Jared Sutton, CFP®, CFA

Financial Advisor

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Matt Boehnke, CFP®

Director of Financial Planning

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Tyler Jacobs, CPA

Financial Advisor

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Jim Wessels, CPA, CFA, PFS

Financial Advisor

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Morgan Hackett

Controller

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Wendy Lilly, CPFA

Senior Retirement Plans Service Associate

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Kyle Sleep, FPQP®, EA

Financial Associate

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Arild Holm, CFA

Chief Investment Officer

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Rob Edwards, CPFA

Retirement Plans Relationship Manager

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Andrew Jensen

Insurance Consultant

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Trisha Wray

Executive Assistant

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Eric Johnson, JD, CPA, CLU®, ChFC®

Director of Advanced Case Design

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Sean Phillips, CFA

Solutions Architect

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Justin Ryan, CFP®, CRPS®, CEPA

Financial Advisor

Smiling male associate with a beard in a suit.

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Jared Sutton, CFP®, CFA

Financial Advisor

Smiling male associate with short gray hair in a suit.

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Matt Boehnke, CFP®

Director of Financial Planning

Portrait of a smiling male associate in a plaid blazer.

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Tyler Jacobs, CPA

Financial Advisor

Smiling male associate in a suit and collared shirt

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Jim Wessels, CPA, CFA, PFS

Financial Advisor

Smiling female associate with long dark brown hair

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Morgan Hackett

Controller

Smiling female associate with long brown hair.

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Wendy Lilly, CPFA

Senior Retirement Plans Service Associate

Portrait of a male associate in a suit and blue shirt

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Kyle Sleep, FPQP®, EA

Financial Associate

Smiling male associate with grey hair in a suit jacket

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Arild Holm, CFA

Chief Investment Officer

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Rob Edwards, CPFA

Retirement Plans Relationship Manager

Smiling bald man wearing a grey blazer and blue checkered shirt.

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Andrew Jensen

Insurance Consultant

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Trisha Wray

Executive Assistant

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Eric Johnson, JD, CPA, CLU®, ChFC®

Director of Advanced Case Design

Smiling young man in a suit jacket and collared shirt.

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Sean Phillips, CFA

Solutions Architect

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