As team leader, Scott utilizes more than 30 years of investment industry experience to serve your wealth management and retirement planning needs.
Working closely with your attorneys and CPAs, Scott takes a big-picture, team-oriented approach to your overall financial well-being. Scott prides himself on providing high-caliber investment guidance, with integrity and transparency at the forefront of his practice.
Scott earned a B.B.A in Business: Finance and Marketing from the University of Wisconsin-Madison.
With more than 20 years of investment industry experience, Brent seeks to provide solid, professional investment guidance to help you pursue your financial goals throughout your lifetime.
Brent takes an active role in education while seeking to generate value, focus, and understanding to your wealth management plan. Once a plan is implemented, periodic reviews with you and updates as needed are an important part of his investment process.
Kristina has nearly 30 years of diverse experience in the financial services industry. Her responsibilities include administering and overseeing the team’s day-to-day operations while focusing on providing a high level of client service.
Kristina’s attention to detail and caring manner make her an invaluable addition to the team.
Kristina earned an A.A.S. from Hawkeye Community College.
Sue has been in the financial services industry for nearly 25 years. Sue focuses on comprehensive client service, including administrative-related questions, check requests, client events, and online support.
Sue has been married for 30 years, mother of three great kids and one super son-in-law. Active in her church and community, Sue’s passions include people, traveling, athletics (watching and participating), education, and missions.
Sue earned a B.A. in Communications from the University of Northern Iowa.
