You Are Our Priority

You Are Our Priority

Our client-focused approach is the secret to our longevity. Our team will be by your side each step of the way and throughout every juncture in life.

We Work For You

We Work For You

We work with you and your family to develop a strategy that addresses your needs. From retirement planning to estate planning, we customize portfolios specifically for you.

Ready to Get Started?

Ready to Get Started?

Our team is here to offer you the support you need as you embark on your journey towards financial confidence. 


Our process begins with a comprehensive introductory meeting to get to know you and your financial goals. We then create a customized plan to get you started and are always here to guide you every step of the way.

Retirement and Estate Planning

Retirement and Estate Planning

A sound financial strategy doesn't stop once you retire. In fact, during retirement, it's more important than ever to work with a financial professional to ensure that your investments can sustain the life of your retirement and beyond.

Lisa Tesar

Lisa Tesar

Senior Vice President, Financial Advisor

(319) 540-8858

(319) 540-8859

Julie Regan

Client Service Associate

(319) 540-8861

(319) 540-8862

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5 Ways to Stay Confident in Retirement

This guide takes a critical look at the finances of retirement. It talks about health care costs, income stability, and the burden of debt and is designed to help your clients know the recipe for success in retirement.