Focus Areas
- Retirement Income Strategies
- Retirement Savings Strategies
- Estate & Legacy Strategies
- Divorce Finances
- Wealth Strategies
- Business Retirement Plans
Certifications
CFP®
CERTIFIED FINANCIAL PLANNER™ChFC®
Chartered Financial Consultant®CPWA®
Certified Private Wealth Advisor®
Personal Interests
- Spending Time with Family
- Pets
- Traveling
- Reading
- Snorkeling
Team Members
- Lizzie ChristianSr. Branch Office Administrator
- Michaela StewartBranch Office AdministratorFPQP®
Send Me a Message
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* Required fieldOffice Information
Hours
Weekday | Availability |
---|---|
Mon | 08:00AM - 04:30PM |
Mon | 08:00AM - 04:30PM |
Tue | Closed for Holiday |
Tue | Closed for Holiday |
Wed | Closed for Holiday |
Wed | Closed for Holiday |
Thu | 08:00AM - 04:30PM |
Thu | 08:00AM - 04:30PM |
Fri | 08:00AM - 04:30PM |
Fri | 08:00AM - 04:30PM |
Sat | Closed |
Sat | Closed |
Sun | Closed |
Sun | Closed |
Office Hours
Weekday | Availability |
---|---|
Mon | 08:00AM - 04:30PM |
Mon | 08:00AM - 04:30PM |
Tue | Closed for Holiday |
Tue | Closed for Holiday |
Wed | Closed for Holiday |
Wed | Closed for Holiday |
Thu | 08:00AM - 04:30PM |
Thu | 08:00AM - 04:30PM |
Fri | 08:00AM - 04:30PM |
Fri | 08:00AM - 04:30PM |
Sat | Closed |
Sat | Closed |
Sun | Closed |
Sun | Closed |
Additional Hours
- Web Conferencing
Additional Hours
- Web Conferencing
Phone
(515) 733-5113Fax
(866) 462-5963Office Address
522 Broad StreetStory City, IA 50248opens in a new window
Mailing address
Po Box 122Story City, IA 50248
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