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Tim Woods

Timothy Woods

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

515-225-4510
Email |
Mike Rooney

Mike Rooney

Senior Vice President - Branch Director, Senior Portfolio Manager - Portfolio Focus

515-225-4531
Email |
Geoff Lamb

Geoff Lamb, CPFA®

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

515-225-4549
Email |
Dana Weir

Dana Weir

Branch Service Mgr/Sr Investment Assoc

515-225-4516
Lucas Itzen

Lucas Itzen

Registered Client Associate

515-225-4530

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 Management Consultant


advisor

Wealth Strategist


advisor

Echelon Wealth Strategist


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