Team
At Investment Center, we believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.
Due to Associates of Investment Center* also being Registered Representatives of United Planners, we can help you address:
- Investing principles and strategies
- Retirement investing and distribution strategies
- Estate conservation issues
- Risk management analysis
We also can answer your questions, including:
- Can I retire early?
- Are my investments working hard enough?
- What’s a good approach for college savings?
- What are the elements of a sound estate strategy?
- Do I have enough life insurance for my family?
Our experienced professionals have helped many people just like you with similar issues and concerns. We can help you create an approach that is designed to address your individual situation.
*Jeff Fruchtenicht, Ann VanEngelenburg, Mikel Markey, Austin Sorg, Stephanie Meyer, and Jordan Bathen are Registered Representatives of United Planners Financial Services. Member FINRA/SIPC.
Jeff is a CERTIFIED FINANCIAL PLANNER™ practitioner and a member of the Financial Planning Association.
Tanya has been in public accounting and private industry for over 14 years. In 1997, she graduated from the University of Iowa with a Bachelor of Business Administration degree.
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.
Marissa has been with the company for over 10 years. She travels between three locations Fredericksburg, Sumner, and Decorah.
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. Jordan is a Certified Financial Planner™ Professional...
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...
