John Gilliland

John R. Gilliland, JD*

Senior Vice President - Financial Advisor, Senior Portfolio Manager - Portfolio Focus

515-225-4527
Email | | | |

Marvin D. Gilliland

Senior Financial Associate

515-225-4528
Headshot of Christina Lenze

Christina Lenze

Registered Client Associate

515-225-4514

Client Strategies Team

The Client Strategies Team is a resource to help support you in your wealth planning goals, developing a strong understanding of your personal financial objectives, gathering valuable information and addressing complex financial and wealth strategies issues. Explore the bios below to learn more about the team.

advisor

Wealth Planning Associate


advisor

Retirement Plan Consultant


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Trust Consultant


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Wealth Management Banker


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