Advisor Directory
Jim Brown
Senior Vice President - Financial Advisor
Senior Portfolio Manager - Portfolio Focus
515-225-4543Mike Rooney
Senior Vice President - Branch Director
Senior Portfolio Manager - Portfolio Focus
515-225-4531Geoff Lamb, CPFA®
Senior Vice President - Financial Advisor
Senior Portfolio Manager - Portfolio Focus
515-225-4549Nancy Anstoetter
Senior Vice President - Financial Advisor
Senior Portfolio Manager - Portfolio Focus
515-225-4519Timothy Woods
Senior Vice President - Financial Advisor
Senior Portfolio Manager - Portfolio Focus
515-225-4510Mark Mazzie
Senior Vice President - Financial Advisor
Senior Portfolio Manager - Portfolio Focus
515-225-4506Beth Webb, AAMS®, CFP®, CPFA®, MBA
Senior Vice President - Financial Advisor
Senior Portfolio Manager - Portfolio Focus
515-225-4504Andrew Hensen, CFP®, CPFA®
Senior Vice President - Financial Advisor
Senior Portfolio Manager - Portfolio Focus
515-225-4547John Gilliland, JD
Senior Vice President - Financial Advisor
Senior Portfolio Manager - Portfolio Focus
515-225-4527Mark Atkinson, AIF®, MBA
First Vice President - Financial Advisor
Portfolio Director Group
515-225-4521John L Fisher
Senior Vice President - Financial Advisor
Senior Portfolio Manager - Portfolio Focus
515-225-4505