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.

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.

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).

Kristy has been in multi-line insurance sales for over 15 years. She as worked alongside her father from a young age until age 30 on her family farm.

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.

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

Paula Taylor is a 30-year retiree from John Deere Harvester Works. She spent twenty one years of her Deere career at John Deere Insurance Property/Casualty division (acquired by Sentry Insurance). Some of her roles included Process Pro at Harvester, Manager of Public Affairs and Manager Training and Development at John Deere Insurance (Sentry).

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.

Leon works as an Independent Financial Advisor and has approx. 30 years in the business. He is currently teaching and counseling seniors on their Social Security benefits and Medicare courses through Iowa Valley.