I am passionate about helping clients achieve financial success through education and proper preparation by taking a holistic approach to planning and focusing on each individual's personal situation. Through education, each client can have a full understanding of their own situation and how it will effect both today, tomorrow and the future. I pride myself on honesty, integrity and sincerity. I am here from your beginning to your end. I strive to provide you with strong values, honesty and professionalism and deliver solutions to you and your loved ones for your financial future.
As a financial professional with over a decade of experience, I spend many hours volunteering and giving back to the community. Though educational workshops with Junior Achievement or Financial Literacy, my hope is to instill financial education in our younger generation to have the skills and knowledge to reach their desired success.
Married with five children forces you to be organized and prepared for any and all surprises life can throw at you. Establishing a plan and sticking to it offers inevitable success. Always keep your eye on your goals and dreams. Life will always have speedbumps and sometimes mountains to climb, stay focused, keep your eye on the prize! Never give up!
- Wealth Strategies
- Retirement Savings Strategies
- Retirement Income Strategies
- Portfolio Reviews
- Socially Conscious Investing
- Insurance & Annuities
My Personal Interests
- Health & Nutrition
Office Address211 East San Marnan Drive
Waterloo, IA 50702
Phone NumberKatrina Helle at (319) 236-8546
|Mon||08:30AM - 04:30PM|
|Tue||08:30AM - 04:30PM|
|Wed||08:30AM - 04:30PM|
|Thu||08:30AM - 04:30PM|
|Fri||08:30AM - 04:00PM|
- Web Conferencing
Connect on Social
More to explore
Find your financial starting point
Planning your financial future? Our Starting Point tool can help you take the first steps.Learn More
What are your priorities?
Need help determining what your financial priorities are? The "My Priorities" quiz can help. It's an important step in building a comprehensive financial strategy.Take the My Priorities quiz
Weekly market wrap
A summary of last week's market highlights and economic news.Learn More