Cedar Rapids

Andrew Morf

President/CEO

Kirby Moss

President/CEO

319-731-0500
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Dick Donohue

Chief Financial Officer

319-731-0500
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Christi Reynolds

Director of Operations

319-731-0502
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Aaron Loan

Principal/Senior Advisor

319-731-0504
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Brian Doyle

Principal/Senior Advisor

319-731-0503
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Dennis Fratella

Advisor

319-731-0507
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Vonni Robinson

Advisor

319-731-0515

Josh Rife

Advisor

319-731-0514
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Michael Rozum

Advisor

319-731-0536
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Melanie Vevera-Balkman

Account Executive

319-731-0509
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Kandi Fullerton

Account Manager

319-731-0516
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Mike Messier

Independent Advisor

319-351-0721

Bob Moen

Independent Advisor

319-472-4202

Kelly Smith

Account Manager

319-731-0512
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Renee Byrnes

Client Services Lead

319-731-0510
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Kayla Caryl

Client Services

319-731-0525
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Suzan Graveman

Client Services

319-731-0530

Camron Devor

Finance Coordinator

319-731-0513
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Derrick Clayton

Client Onboarding

319-731-0526
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Tabatha Yancey

Client Onboarding

319-731-0517
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Dan Wagner

Client Onboarding

319-731-0511
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Sawyer Herman

Associate Advisor

319-731-0531
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Tammy Urquhart

Research and Development

319-731-0508
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Milinda Fraley

Research and Development

319-731-0529
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Shannon Moss

Marketing Consultant

319-731-0500

Ali McLaughlin

Marketing Coordinator

319-731-0501
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Pam Malloy

Graphic Designer

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Des Moines

Jeff Overton

Senior Benefit Advisor

855-731-0277 ext: 523
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Jessica Stevens

Senior Benefit Advisor

855-731-0277 ext: 521
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Nick Holmes

Advisor

855-731-0277 ext: 522
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Lynn Barbier

Advisor

712-334-0160
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Matt Schiltz

Advisor

855-731-0277 ext: 524

Sue Huddleson

Account Manager

855-731-0277 ext: 534
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Tamme Forret

Account Manager

855-731-0277 ext: 533
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Patty Stitz

Client Onboarding

855-731-0277 ext: 520
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Quad Cities

Michael White

Principal / Advisor

563-275-6788
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Ryan White

Principal/Senior Advisor

563-275-6436
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Keely Anderson

Advisor

563-275-6774
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Ryanne Covemaker

Account Manager

563-275-6400
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Ashley Schultz

Client Onboarding

563-275-6767
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