Broker Check

At our firm, we have the client—and only the client—in mind.

Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we feel we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.

At our firm, we have the client—and only the client—in mind.

Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.

No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.

 Bill  McIntee

Bill McIntee, CLU, ChFC, LUTCF

Investment Adviser Representative

(800) 262-0159

(319) 233-8800

 Tom   Kneeland

Tom Kneeland, LUTCF

Investment Adviser Representative

(800) 262-0159

(319) 233-8800

Blake Bishop

Blake Bishop

Insurance Professional

Chase Felchle

Chase Felchle

Investment Adviser Representative

(800) 262-0159

(319)233-8800

Deniene Kneeland

Deniene Kneeland

Administrative Assistant

(800) 262-0159

(319) 233-8800

George Peterson

George Peterson

Investment Adviser Representative

800-262-0159

319-233-8800

Greg Nicoll

Greg Nicoll

Administrative Assistant

(800) 262-0159

(319) 233-8800

Jennifer Snell

Jennifer Snell

Administrative Assistant

(319) 233-8476

(319) 233-8800

Jeslyn Kleinschmidt

Jeslyn Kleinschmidt

Office Manager, Administrative Assistant

(319) 233-8476

(319) 233-8800

Jesse  Meehan

Jesse Meehan, CFPⓇ, LUTCF

President, Investment Adviser Representative

(800) 262-0159

(319) 233-8800

Laura Rico

Laura Rico

Administrative Assistant

319-233-8476

(319) 233-8800

Mitchell (Mitch)  McGraw

Mitchell (Mitch) McGraw

Investment Adviser Representative

(800) 262-0159

(319) 233-8800

Pete Meehan

Pete Meehan

Client Experience Coordinator

(800) 262-0159

(319) 233-8800

Rod McGraw

Rod McGraw

Insurance Professional

(800) 262-0159

(319) 233-8800

Sandy Meyer

Sandy Meyer

Administrative Assistant

Steve  Dewey

Steve Dewey, CLU, ChFC

Investment Adviser Representative

319-233-8476

(319) 233-8800

Tracy  Kerns

Tracy Kerns

Marketing & Administrative Assistant

(319) 283-1514

Client Centered

Client Centered

Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.

Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.