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We are pleased to provide opportunities that allow our clients to get involved with their financial endeavors. Here, you’ll find information regarding seminars, retirement planning sessions, client celebrations and investment team news. We look forward to your participation.

2020 Achievements

2020 Achievements
04.28.2020 // Announcement
Jerry has received several honors from accredited publications this spring. Jerry was named one of Forbes Best-In-State Wealth Advisors for 2020, ranking 3rd in the state of Iowa. Barron’s 2020 Top 1,200 Advisors included Jerry, ranking 5th in Iowa. And Financial Times included Jerry as one of...
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Goldman Sachs Market Outlook
10.03.2019 // Markets & Investing
Another great turnout at our fall seminar “Goldman Sachs Market Outlook,” hosted at the Longbranch Hotel & Convention Center in Cedar Rapids. Over 150 clients joined us for a recap of the year presented by Jerry. Guest speaker Jentry Jordan, Regional Director at Goldman Sachs, prov...
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