Meet The Team
Our Team
We Strive for Excellence as Much as You Do
Algona Office
Doug Marlow, CEO
Partner - Investment Advisor Representative
Alex Elbert
Partner - Investment Advisor Representative
Andy Jansen, COO
Partner - Investment Advisor Representative
Alex Schwarck
Partner - Investment Advisor Representative
Amy Jansen
Registered Principal
Shelby Thilges*
Insurance Advisor - Customer Service Representative
Andrew Elbert*
Insurance Advisor
Tyler Tiffany*
Insurance Advisor
Jerry Behnkendorf*
Insurance Advisor
Terese Culbertson
Human Resources - Accountant Assistant
Kelsey Elbert
Accountant
Laci Elbert
Administrative Assistant
Roxy Kirsch*
Insurance Compensation Analyst
Denise Vaske
Administrative Assistant
Maddie Post*
Insurance Advisor - Customer Service Representative
Boone Office
Jill Harvey
Administrative Assistant
Julie Prouty
Administrative Assistant
Phil Hauser
Registered Representative
Britt Office
Joshua Eisenman*
Partner - Insurance Advisor
Kristi DeWaard*
Insurance Advisor - Customer Service Representative
Jordan Savoy*
Insurance Advisor - Customer Service Representative
Emmetsburg Office
Shelley Bilyeu*
Insurance Advisor
Misty Haag*
Insurance Advisor - Customer Service Representative
Fort Dodge Office
Brock Norton
Partner - Investment Advisor Representative
Deb Dooley
Administrative Assistant
Jena Buckner
Administrative Assistant
Jim Flaherty*
Insurance Advisor
Julie Halligan
Administrative Assistant
Justin McClintock
Registered Representative
Patrick O'Rourke*
Insurance Advisor
Andrew Elbert*
Insurance Advisor
Maureen Powers*
Administrative Assistant
Hampton Office
Jill Harvey
Administrative Assistant
Julie Prouty
Administrative Assistant
Phil Hauser
Registered Representative
Johnston Office
Abby McIntosh*
Insurance Advisor - Customer Service Representative
Alejandro Hernandez-Ortiz*
Insurance Advisor
Andrew Behnkendorf
Investment Advisor Representative
Ben Dreyer*
Independent Insurance Advisor
Bill Warren, CFP®
Investment Advisor Representative
Brad Whitman, President
Partner - Investment Advisor Representative
Caroline Lawler*
Insurance Intern
Chris Meyers*
Insurance Advisor
Dori Jansma*
Independent Insurance Advisor
Genie Kmicinski
Life Insurance Sales Specialist - Customer Service Representative
Grant Heddinger, CFP®
Investment Advisor Representative
Hannah Behnkendorf
Registered Principal
Heidi Hunter*
Insurance Advisor - Customer Service Representative
James Sanigular
Insurance Advisor
Jeff Lawler*
Partner - Insurance Advisor
Joanne Ramsey*
Insurance Advisor - Customer Service Representative
Klayton Booth
Investment Advisor Representative
Malynn Pavey
Marketing Specialist
Melisa Wardlow
Registered Representative - Owner of JAG Financial
Merle Boeve*
Insurance Advisor
Michaela Kuehn*
Insurance Advisor
Nick Nyren*
Independent Insurance Advisor
Paul Miller*
Independent Insurance Advisor
Rich Bales*
Insurance Advisor
Susan Beukema*
Independent Insurance Advisor
Tammy Kerrigan*
Employee Benefits Specialist
Tom Plowman*
Independent Insurance Advisor
Tom Campbell*
Insurance Advisor
Traci Schipper
Administrative Assistant
Maquoketa Office
Julie Kinrade
Administrative Assistant
Steven Kinrade
Investment Advisor Representative
Tenley Cavanagh
Administrative Assistant
Phoenix Office
Chad Monson
Registered Representative
Joshua Bahr*
Insurance Advisor
Portage Office
Brad Whitman, President
Partner - Investment Advisor Representative
Roland Office
Dan Marlow
Insurance Advisor - Investment Advisor Representative
DJ Wise*
Insurance Advisor
Spencer Office
Kim Ketelsen*
Insurance Advisor
Scott Kass*
Independent Insurance Advisor
Eli Marlow*
Partner - Insurance Advisor
Maggie Ostrum*
Insurance Advisor - Customer Service Representative
Deann Wood
Annuity Sales Specialist - Administrative Assistant
Wesley Office
Dave Rosenmeyer*
Independent Agri-Business Insurance Advisor
Donnie Loss*
Agri-Business Insurance Advisor
Jason Lenz*
Agri-Business Insurance Advisor
Jennifer Foertsch*
Insurance Advisor - Customer Service Representative
Jennifer Ludwig*
Insurance Advisor - Customer Service Representative
Kristen Reding*
Insurance Advisor - Customer Service Representative
Mark Klein*
Partner - Agri-Business Insurance Advisor
Nick Reding*
Partner - Agri-Business Insurance Advisor
Are You Ready To Take The first Steps?
Schedule A Meeting
If you believe you could benefit from working with a financial professional, let’s review your portfolio, financial trajectory, and goals to see if you’re a good match for our practice.