Welcome to our branch office in Newton, Iowa! Selina and I look forward to offering you customized solutions to meet your retirement, savings, college funding and asset protection goals.

Did you know we offer life and disability insurance plans, as well as income replacement policies designed to provide stability during your retirement years?

Serving our community is important to me. I am an active volunteer in Newton, Jasper County and the greater Des Moines area, including Destination Downtown Newton, Iowa State University Extension and the National Association of Women Business Owners, among other organizations.

I serve on the Newton Dollars for Scholars board of directors, as an ombudsperson for Jasper County Veterans and participate in several national marketing and entrepreneurship advisory groups.

Focus areas

  • Retirement Income Strategies
  • Entrepreneurs & Business Owners
  • Military Professionals & Veterans
  • Estate & Legacy Strategies
  • Charitable Giving
  • New Investors

My Personal Interests

  • Community Outreach
  • Volunteering
  • Horseback Riding
  • Vintage Cars
  • Movies & Entertainment

Office Information

Office Hours

Office Hours
WeekdayAvailability
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 Closed
Sun Closed

Branch Team

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