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Meet The Team

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Casey Mushrush, AIF

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LPL Registered Principal 

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Linda Elliff

    Client Support Coordinator

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    Diana "Dee" Knoll

      Client Relations Coordinator

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      Molly Nordlocken

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      Media & Event Coordinator

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      Mark Hunter

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      Client Services Coordinator

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      Chase Zuidema

        Operations Coordinator

        CALL US

        Tel: 319-363-3811 | Fax: 319-363-3757

        EMAIL US

        HOURS

        Mon - Fri: 8am - 4pm
        (by appointment only after 4pm)

        OUR MISSION

        To Educate & Inspire Individuals, Families & Organization To Achieve A Higher Sense Of Financial Confidence

        OUR SERVICES

        - Financial Planning

        - Tax Strategies

        - Pension Analysis

        - Estate Strategies

        - Retirement Income Strategies

        - College Planning

        VISIT US

        3600 1st Avenue NE, Suite 100
        Cedar Rapids, IA 52402

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        All information herein has been prepared solely for informational purposes, and it is not an offer to buy or sell, or a solicitation of an offer to buy or sell any security or instrument or to participate in any particular trading strategy.
         

        Securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC.
         

        This communication is strictly intended for individuals residing in the states of AZ, CA, CO, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MI, MN, MO, MT, NE, NC, NH, NY, OK, OR, PA, SC, SD, TX, UT, WA, WI, WY. No offers may be made or accepted from any resident outside the specific states referenced.

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