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.

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.

John Baumhover has 32+ years in the Financial Services industry.  Currently operating as an independent financial representative focusing on income retirement planning and insurance protection. John has Insurance licenses in multiple states: Life, Accident and Health.  Securities licensed : Series 6, 63 and 7.

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 has experience in Property/Casualty and Financial Services as Financial Advisor & Registered Representative.

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 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 is an insurance industry professional with 12 years of experience in insurance sales, large client management, curriculum creation, training, and public speaking.

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.

Alan an 18 year HECM Specialist with 5 years as a HECM/Credit Counseling with Consumer Credit Counseling accreditation. He has also been involved with NAIFA (National Association of Financial Advisors) since 2011.

He resides in Northeast Iowa.

Jack has 20+ years in the accounting and financial fields with another 20+ years in financial personal financial planning. He specializes in farm legacy planning and develops and mentors new advisors.

Jack and his wife live in Central Iowa and have two grown sons.

Rick is a Disability Income Regional Vice President with Principal Financial Group and he oversees distribution of the company’s individual disability income product portfolio in the Midwest. He has earned is DIA (Disability Income Associate), DIF (Disability Income Fellow) and LUTCF (Life Underwriters Training Council Fellow).

He resides in the Des Moines, IA area.

Timothy has been in the financial services industry since 1999. Previously, he has worked in Advanced Markets and Sales Support in Life Insurance and Annuities. In 2016, Timothy began building his own financial advisory business as well as a tax practice in West Des Moines, IA. His insurance licenses include, Life and Health, Property Casualty.

Timothy lives in the Des Moines Metro area.

Brian is the founder of Peritia Advisors, a scratch agency specializing in Medicare and seniors who need assistance with associated products. He has been a 4-year sales leader as a captive agent with a large national carrier and is licensed in Life, Accident and Health, and Property and Casualty.

Brian lives in Eastern Iowa.

Doug was an insurance agency manager and later in his career, president of a large commercial agency. He built and sold a “from scratch” independent insurance agency where he received numerous carrier awards for production. Doug holds Life, Accident and Health, Property and Casualty, and Crop Insurance.

Doug and his wife live in Central Iowa.

Aaron started a scratch office in Des Moines  in 2009. The DESI office has evolved into a top office in the country and a community resource for all things health insurance.  Currently 30 licensed agents helping folks all over the map. He holds licenses in Life, Accident and Health.

Aaron and his family live in Central Iowa.

Chris L Weston is a 28-year veteran of the financial services industry.  Starting with a major insurance company Chris has served in various roles within the financial services industry.  Serving as a Financial Advisor for more than 10 years as well as serving as an OSJ for 2 financial institutions.

He was certified by the CFP Board of Standards in February of 2007 and in addition, has held his FINRA Series 7,24,53,65, and his ChFC (Chartered Financial Consultant) designation from The American College.

He lives in Central Iowa.