

Focus Areas
- Retirement Savings Strategies
- Estate & Legacy Strategies
- Intergenerational Planning
- Entrepreneurs & Business Owners
- Charitable Giving
- New Investors
Focus Areas
- Retirement Savings Strategies
- Estate & Legacy Strategies
- Intergenerational Planning
- Entrepreneurs & Business Owners
- Charitable Giving
- New Investors
Financial Advisor Certifications
AAMS®
Accredited Asset Management Specialist™
Personal Interests
- Camping
- Reading
- Traveling
- Basketball
- Canoeing
Team Members
DeAnn PuenteSr. Branch Office Administrator
Send Me a Message
* Required fieldOffice Information
Hours
| Weekday | Availability |
|---|---|
| Mon | 08:30AM - 05:00PM |
| Tue | 08:30AM - 05:00PM |
| Wed | 08:30AM - 05:00PM |
| Thu | 08:30AM - 05:00PM |
| Fri | 08:30AM - 05:00PM |
| Sat | By Appointment Only |
| Sun | Closed |
Phone
(515) 331-9059Fax
(877) 479-3326Office Address
4646 86th StUrbandale, IA 50322opens in a new window
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