Broker Check

Our Team

Waterloo Office

Jesse  Meehan

Jesse Meehan, CFPⓇ, LUTCF

President, Investment Adviser Representative

(800) 262-0159

(319) 233-8800

 Tom   Kneeland

Tom Kneeland, LUTCF

Investment Adviser Representative

(800) 262-0159

(319) 233-8800

 Bill  McIntee

Bill McIntee, CLU, ChFC, LUTCF

Investment Adviser Representative

(800) 262-0159

(319) 233-8800

Chase Felchle

Chase Felchle

Investment Adviser Representative

(800) 262-0159

(319)233-8800

Mitchell (Mitch)  McGraw

Mitchell (Mitch) McGraw

Investment Adviser Representative

(800) 262-0159

(319) 233-8800

George Peterson

George Peterson, CFPⓇ

Investment Adviser Representative

800-262-0159

319-233-8800

Rod McGraw

Rod McGraw

Insurance Professional

(800) 262-0159

(319) 233-8800

Greg Nicoll

Greg Nicoll

Administrative Assistant

(800) 262-0159

(319) 233-8800

Deniene Kneeland

Deniene Kneeland

Administrative Assistant

(800) 262-0159

(319) 233-8800

Jeslyn Kleinschmidt

Jeslyn Kleinschmidt

Office Manager, Administrative Assistant

(319) 233-8476

(319) 233-8800

Laura Rico

Laura Rico

Administrative Assistant

319-233-8476

(319) 233-8800

Jennifer Snell

Jennifer Snell

Administrative Assistant

(319) 233-8476

(319) 233-8800

Sandy Meyer

Sandy Meyer

Administrative Assistant

Cresco Office

Nashua Office