What does retirement mean to you? Will you work because you want to or because you have to? Will you be prepared for a decline in health or the loss of a loved one? What financial legacy do you want to leave behind for your family or the organizations you care about?

We can help you answer these questions. With our established process, we learn what is important to you and what motivates you. Together, we design personalized strategies that help you reach your goals. Our goal is to keep you on track as you navigate life’s bumps and transitions. We work closely with locally trusted CPAs, estate planning attorneys and life insurance specialists to ensure you make well-informed decisions.

Our branch has been serving individual investors and their families for more than 20 years. How did we get here? As a news reporter, I covered historic financial stories, from “Black Monday” in 1987 to the bursting of the tech bubble in 2000. I’m also inspired by my late father-in-law, whose 401(k) strategy enabled his widow to retire, travel and take care of her family.

Senior Branch Office Administrator, Temple Hiatt, has earned the Financial Paraplanner Qualified Professional™ designation. Drawing on her military experience, Temple is dedicated to serving others and has received the Ted Jones Spirit of Caring Award for exemplifying the values, culture and spirit of giving back. Our clients rely upon her resourcefulness to assist with their administrative needs.

Outside of the office, I’m president of the Iowa City Host Noon Lions Club. I've also served on the board for the Iowa City Public Library Friends Foundation. Temple currently serves on the Veterans Liberty Center board and is involved with advocacy efforts in the community.

Many of our clients are education and medical professionals, along with local business owners, who provide retirement benefits for their employees. Contact our office today to learn more about how we can help you achieve your financial goals. We look forward to hearing from you!

Focus areas

  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Entrepreneurs & Business Owners
  • Insurance & Annuities
  • Estate & Legacy Strategies
  • Socially Conscious Investing

My Personal Interests

  • Volunteering
  • Traveling
  • Baseball
  • History and Museums
  • Reading

Office Information

Office Hours

Office Hours
Mon 08:30AM - 04:30PM
Tue 08:30AM - 04:30PM
Wed 08:30AM - 04:30PM
Thu 08:30AM - 04:30PM
Fri 08:30AM - 04:30PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

Branch Team

Email Me

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