About US

Brandi has a Human Resource Management B.S. degree from the Upper Iowa University. She has worked in human resources and project management since graduation and has served on many boards and committees that involve community revitalization and enhancement.

Sonya Ackerson, President/CEO of Advocate 4 the Aging, LLC, specializes in reaching out to seniors and their adult children to bring them peace of mind through the difficult situations they are trying to navigate.

Kendra Erkamaa is the principal financial advisor for Triangle Financial Services, Inc. in Des Moines, IA.

Patrick entered the insurance industry in 1987.
He has a life, accident & health, series 6, 7, 8, 63 & 65 licenses and the CLU, ChFC, CASL, & LUTCF designations.

Ms. Jaeger holds licenses for life, accident and health and variable contracts in Iowa.  She is also NASD registered for investments (Series 7).

Sarah Kane works in the Quad Cities, Iowa.
She graduated from the University of Missouri, Columbia in 2001 with an undergraduate degree.

Karen Fergen graduated from the University of South Dakota in 1986 with a Business Administration degree. She entered the financial service industry in 1987. Karen is recently retired as a Series 6&63 Registered Representative sales associate. In her free time she enjoys assisting non-profit agencies.

Christy Bellinger is an insurance industry professional with over 15 years of experience in the areas of claims management, policy interpretation and coverage analysis.

Scott is a partner with Financial Designs in Cedar Falls, IA where he helps clients develop a flight plan for their unique life journey. Scott has a BA in Accounting from the University of Northern Iowa and has worked in long-term care planning for 25 years.

Attorney Cynthia Letsch is an Iowa native who obtained her undergraduate degree at Southern Methodist University in Dallas, Texas and her Doctor of Jurisprudence degree from Drake University Law School, in 1995, graduating from both universities with honors. Her legal career includes private practice, eight years of teaching at the university level, and serving as corporate counsel.

Robin attended Marion College, now Indiana Wesleyan University. She entered the securities industry as an assistant in November 1972.  During the period between 1972 and 1976 she worked as an assistant to several brokers, both in service and marketing.  She holds her Series 7, 63, 24 and 65.  She also is licensed in Life and Health Insurance.

Jim Pearson is a retired Director of Development and Sales Training at Woodmen Life’s Home Office in Omaha, NE and still maintains a part time retired representative contract.

Jason currently works on the Advanced Markets team at Global Atlantic Financial Group.