The genuine care of our members is our highest mission. Our members will enjoy a warm and welcoming experience from our knowledgeable team providing accurate, professional and friendly service.
Member Benefit Specialist
NMLS ID #: 400176
For members who may benefit from fair and honest advice –
My 17+ years of experience has me well-positioned to provide proven solutions for both complex and everyday financial needs.
Unlike other consultants, I pride myself on helping you secure the right solution given your personal circumstances. This is because I believe in earning your trust by building a foundational relationship so you have an advocate to guide you through your ever-changing needs.
If you live or work in Iowa or nearby counties in Illinois, Wisconsin, Nebraska or South Dakota (see full eligibility list), you are eligible for membership and can access all the products and services we offer. Direct relatives of current members as well as University of Iowa students, staff, and alumni are also eligible.