How we serve you
In a world of confusing headlines and challenging markets, it takes more than investment guidance to help you move forward with confidence. It takes an understanding of your entire financial life, your hopes and dreams—and a clear roadmap for getting where you need to go.
As your personal advocates, we provide you with advice that is tailored to your circumstances and priorities. We start with a detailed plan for all you’d like your wealth to achieve. Over time, we adjust your plan as your circumstances change, so you can embrace your financial future with confidence.
We are here to provide quality strategies customized to your needs—and to be your primary source of financial advice. We concentrate on developing longterm relationships through a commitment to quality client service. You can rely on our personalized advice, first-class solutions and extensive wealth management experience.
Social Media
See footer below for group’s social profiles >
We had a great turnout for our first estate planning seminar at District 36 in Ankeny. It was a pleasure to have Shore Stokes at PIMCO and Jessman Smith at Denton Davis Brown present. Shore talked about fixed income yields and 2026 market projects, while Jessman delve into the estate planning steps throughout life. We thank everyone for attending , Shore and Jessman for presenting, and District 36 for hosting.
RBC Wealth Management – U.S. recently conducted a national survey of wealthy individuals to provide insights into the family dynamics of wealth transfer. We found that wealth transfer goes beyond money, it’s about passing down values and priorities. Open, values-based conversations with family members help allow a family to build on the past and project those values into the future. I can help you start the conversations toward creating a legacy with family harmony.
In the Investor’s Edge newsletter for fall 2025, gain tips on using RMD funds, scoring a touchdown with wealth planning, investing when young, key strategic considerations for business owners and business succession planning.
Read More