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One Team

How We Work

How We Work

Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. We are passionate about educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.

Our team approach adds perspective to all we do and provides increased benefits to our clients.

Meet Our Team

John D. Evans, AIF®

John D. Evans, AIF®

First Vice President, LPL Financial Advisor

319-341-2001

Mike Roozeboom

Mike Roozeboom

Vice President, LPL Financial Advisor

641-628-9773

Dirk Ockerlander

Dirk Ockerlander

Vice President, LPL Financial Advisor

319-341-2029

Brian Ties, CFP®

Brian Ties, CFP®

Second Vice President, LPL Financial Advisor

319-341-2030

Rhonda Brummel

Rhonda Brummel

Second Vice President, LPL Registered Marketing & Sales Assistant

641-628-9773

Tasha Fowler

Tasha Fowler

Second Vice President, LPL Registered Marketing & Sales Assistant

319-356-5880

Rich Cannon

Rich Cannon

LPL Registered Sales Assistant

563-585-5731