About US
Continuing Education With Over 25,000 Happy Customers
Our Mission
Provide continuing education for insurance professionals focusing on: topics that meet professional development needs, instruct best and emerging practices and collaborate with fellow insurance producers.
Our Values
Expert instructors that work in the insurance and/or financial services field; continuing education; collaborating with service professionals, needs-driven training topics and quality programs; customer satisfaction.
Schedule TodayOur Fantastic Team
Brandi Brecht
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.
Craig Adamson
Craig Adamson is a financial advisor whose passion is helping his clients experience their own version of True Wealth. Craig provides active stewardship by creating customized financial plans that match his clients’ values with their money.
Kendra Erkamaa
Kendra Erkamaa is the principal financial advisor for Triangle Financial Services, Inc. in Des Moines, IA.
Karen Fergen, CLU
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.
Mike Fergen, CLU, CPCU
Mike Fergen has experience in Property/Casualty and Financial Services as Financial Advisor & Registered Representative.
Patrick Hatting, MBA, ChFC, CLU, CASL, LUTCF
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.
Michaela Perry, AINS
Michaela Perry has over 20 years in the insurance industry and currently works as a property and casualty underwriter for a small mutual insurance company in Council Bluffs Iowa.
Erin Reese, MAOL, BA, AFIS
Erin Reese is an insurance industry professional with 12 years of experience in insurance sales, large client management, curriculum creation, training, and public speaking.
Scott Wirtz, CFP®, CLTC
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.