

Focus Areas
- Estate & Legacy Strategies
- Entrepreneurs & Business Owners
- Retirement Income Strategies
- Charitable Giving
- Insurance & Annuities
- Intergenerational Planning
Personal Interests
- Animal Rescue
- Personal Fitness
- Spending Time with Family
- Traveling
- Crafts
Request a Consultation
All Fields RequiredRequest a Consultation
All Fields RequiredOffice Information
Hours
Weekday | Availability |
---|---|
Mon | 08:00AM - 04:00PM |
Mon | 08:00AM - 04:00PM |
Tue | 08:00AM - 04:00PM |
Tue | 08:00AM - 04:00PM |
Wed | 08:00AM - 04:00PM |
Wed | 08:00AM - 04:00PM |
Thu | 08:00AM - 04:00PM |
Thu | 08:00AM - 04:00PM |
Fri | 08:00AM - 04:00PM |
Fri | 08:00AM - 04:00PM |
Sat | Closed |
Sat | Closed |
Sun | Closed |
Sun | Closed |
Office Hours
Weekday | Availability |
---|---|
Mon | 08:00AM - 04:00PM |
Mon | 08:00AM - 04:00PM |
Tue | 08:00AM - 04:00PM |
Tue | 08:00AM - 04:00PM |
Wed | 08:00AM - 04:00PM |
Wed | 08:00AM - 04:00PM |
Thu | 08:00AM - 04:00PM |
Thu | 08:00AM - 04:00PM |
Fri | 08:00AM - 04:00PM |
Fri | 08:00AM - 04:00PM |
Sat | Closed |
Sat | Closed |
Sun | Closed |
Sun | Closed |
Fax
(866) 207-3511Branch Team
- Lynn Zook
- Branch Office Administrator
Branch Team
Office Address
300 West Washington StreetMt Pleasant, IA 52641opens in a new window
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