Building Family Legacies & Preserving Retirement Assets
Building Family Legacies & Preserving Retirement Assets
President
Steve is a retired educator after 32 years as a teacher and principal in Des Moines, Urbandale, and Johnston
and supervisor of instruction
at Simpson College.
Steve also has over 15 years experience in insurance and financial services.
Steve has Medicare's
National AHIP Certification
and helps clients with all
their Medicare options
and other insurance needs.
Steve enjoys raising backyard chickens, riding the bike trails
of central Iowa, and making natural homemade soaps.
Marketing Director
Esther is a retired educator
after 44 years of teaching
in Urbandale where she
was named
"Teacher of the Year"
in 2015.
Esther volunteers at Terrace Hill and Plymouth Church
along with working part-time
at the Des Moines Civic Center and the Metropolitan Opera.
Esther enjoys
gardening, traveling,
making very healthy salads,
and spending time with our
three granddaughters and
our Labradoodle, "Sadie".
To serve you better
we are proud to partner
with industry leaders like...
Brokers International
CSG Actuarial
Health Partners
Heartland Financial Group
(an "Integrity Company")
Iowa Bankers Insurance Svcs
Physicians Mutual
Vivid Tax & Wealth Advisors
(a "SmartVestor" Company)
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