Broker Check

Our Team

Waterloo Office

Jesse  Meehan

Jesse Meehan, CFPⓇ, LUTCF

President, 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 Bell

Laura Bell

Administrative Assistant

319-233-8476

(319) 233-8800

Jennifer Snell

Jennifer Snell

Administrative Assistant

(319) 233-8476

(319) 233-8800

Noah Arends

Noah Arends

Registered Assistant

319-233-8476

319-233-8800

Cresco Office

Nashua Office

 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

Deniene Kneeland

Deniene Kneeland

Administrative Assistant

(800) 262-0159

(319) 233-8800

George Peterson

George Peterson, CFPⓇ

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

Kole Johnson

Kole Johnson

Registered Assistant

(319) 283-1514

(319) 283-1557

Laura Bell

Laura Bell

Administrative Assistant

319-233-8476

(319) 233-8800

Mitchell (Mitch)  McGraw

Mitchell (Mitch) McGraw

Investment Adviser Representative

(800) 262-0159

(319) 233-8800

Noah Arends

Noah Arends

Registered Assistant

319-233-8476

319-233-8800

Rod McGraw

Rod McGraw

Insurance Professional

(800) 262-0159

(319) 233-8800

Terra Helmers

Terra Helmers

Administrative Assistant

(319) 283-1514

(319) 283-1557