Focus Areas
- Entrepreneurs & Business Owners
- Business Retirement Plans
- Military Professionals & Veterans
- Wealth Strategies
- Retirement Income Strategies
- Values and Faith Based Investing
Certifications
AAMS™
Accredited Asset Management Specialist™CRPC™
Chartered Retirement Planning Counselor™
Personal Interests
- Community Outreach
- Motorcycles
- Photography
- Personal Fitness
- Racquetball
Team Members
- Lisa SundermannSr. Branch Office Administrator
- Sarah MahanBranch Office Administrator
Send Me a Message
* Required fieldSend Me a Message
* Required fieldOffice 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 - 03:00PM |
Fri | 08:00AM - 03:00PM |
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 - 03:00PM |
Fri | 08:00AM - 03:00PM |
Sat | Closed |
Sat | Closed |
Sun | Closed |
Sun | Closed |
Phone
(712) 623-5447Fax
(888) 812-8558Office Address
500 N 4th StreetRed Oak, IA 51566opens in a new window
Mailing address
Po Box 464Red Oak, IA 51566
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