Overview

I am looking to help financial advisors transition into retirement. I have been in the investment business and insurance business since 2002. I am focused on building long term relationships with clients and building my practice through acquisition. Our primary office is located in Cedar Rapids, IA though we have office locations and presence in Kansas City, MO, Columbia, MO, and Rochester, MN and Minneapolis, MN. Our firm has 6 financial professionals and employs 4 full-time and 1 part-time service team members to assist with the transition, ongoing service, communication, and marketing.

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