READY TO SPEND MORE TIME ON
THE THINGS THAT MATTER MOST?
As your partner in the wealth management process,Does My Portfolio Fit Me?
our mission is to deliver the highest levels of service, competency,
and professionalism so you can enjoy more personal freedom.
WE OFFER EXCLUSIVE SERVICES SUITED TO YOUR NEEDS
PRIVATE CLIENT GROUP
For client accounts surpassing $1 million, we offer a customized investment management service. As a private client, your experiences, current circumstances, and life goals provide the foundation for a unique investment policy – the blueprint for an intelligently personalized portfolio strategy.
TURNKEY QUALIFIED PLAN SERVICES
We strive to make our hands-on approach the number one benefit plan sponsors can appreciate from our qualified plan service. We couple our customer service experience with nationally recognized recordkeepers and local third-party administrators.
SERVING YOU IS OUR PASSION
Paul Thiels, AIF®
Paul’s approach to wealth management is built upon nearly three decades of experience in the financial services industry. As an Accredited Investment Fiduciary®, he is committed to putting his clients’ interests ahead of his own. Paul holds a bachelor’s degree in finance and FINRA Series 7, 24, 63, and 65 licenses. In his free time, he can often be found competing in various track and road running events.
Casey’s can-do attitude and friendly nature make her an ideal administrative professional. Duties within the office include processing account paperwork and providing tech support to team members. Casey consistently provides top-notch client service and has earned the Cambridge Certification for Service Excellence, which represents her commitment to enhancing her client engagement skills. She holds the FINRA Series 99 license.
Our Office Assistant, Jamie, is a graduate of the University of Northern Iowa. She brings a wealth of knowledge in opening new accounts, account transfers, cashiering items and processing paperwork, as well as providing excellent client service. Through an alliance with our broker-dealer, Cambridge Investment Research, Inc., we have access to a team of specialists like Jamie who assist with administrative tasks, allowing us to focus on helping you meet your financial goals.