Jeff is a CERTIFIED FINANCIAL PLANNER™ practitioner and a member of the Financial Planning Association.
Ann has been in the financial services industry since 1998. She graduated from the University of Northern Iowa with a degree in Finance.
Mikel went to South Dakota State University before coming on board. He grew up in Denver, Iowa, and now resides in Independence.
Stephanie has been in the financial services industry since 2005, working both in the back office as well as in the representative's office. She graduated from the AIB College of Business with a degree in Management in 2008.
Client Relationship Specialist
Deon grew up in Charles City, Iowa. He was a proud Charles City Comet and played the bass in orchestra and jazz band, as well as playing football, basketball, and golf. Deon recently graduated from UNI with a double major in Financial...
Jordan grew up in Independence, Iowa. He attended the University of Northern Iowa earning a Bachelor’s of Arts in Financial Management and Real Estate.
Chief Financial Officer
Tanya has been in public accounting and private industry since 1997. She graduated from the University of Iowa with a Bachelor of Business Administration degree.
Marissa has been with the company for over 10 years. She travels between three locations Fredericksburg, Sumner, and Decorah.
Aly grew up in Quasqueton, IA. She attended Hawkeye Community College and graduated in 2009. She came to Investment Center in June of 2017. She resides in Independence, IA with her husband, Nick, and two Yorkies, Oswin and Arya. They...
Chloe grew up in Winthrop, IA. She went to Hawkeye Community College and graduated in 2021 with an Administrative Office Management Degree and an Administrative Assistant Certificate. She lives in Independence with her boyfriend and...
Maggie grew up in Delhi, Iowa, and has recently moved back after living in Michigan for 8 years. She graduated from University of Northern Iowa in 2012 with a Communications major and a Dance minor. Maggie and her husband now live in...