We serve discerning individuals, couples, and business owners throughout Iowa and across the country who have an independent spirit with high expectations for life and their financial advisor. Typically, people are seeking a plan of action to get on track with their financial goals and stay on track over time. Others need help making specific financial decisions during a life transition like the birth of a child, changing jobs, or retiring from a career. Most people want advice on complex financial decisions they are not comfortable doing alone anymore, such as preparing their income tax returns and making technical investment decisions.