06/03/2026
Plan the road ahead—options for succession and continuity so your clients and legacy are well served. Want to explore what that looks like? Let’s talk.
Serving my community in the financial services arena. Looking for individual investors, businesses, and entrepreneurs of all ages.
3301 Mt. Vernon Road SE
Cedar Rapids, IA
52403
| Monday | 8:30am - 5pm |
| Tuesday | 8:30am - 5pm |
| Wednesday | 8:30am - 5pm |
| Thursday | 8:30am - 5pm |
| Friday | 8:30am - 4:30pm |
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