Managing Partner of Retirement Plan Services
Chase spends most of his time in the retirement plan administrative space. Once your plan features are established, he works closely with you and the custodian to make sure your retirement plan build is delivered on time and without issue.
Chase and his fiancée, Kelsey, currently live in Ankeny, IA but will move back to Cedar Falls in 2022. Chase spends his free time reading, listening to podcasts, golfing, and going on bike rides.
Partner, Financial Planner
Mike enjoys getting to know and understand his clients and their needs. Mike guides clients through the financial planning process to help them identify their goals and create a plan to achieve them. His expertise is working with folks nearing retirement and young couples looking to save for retirement and plan for their children’s education.
Mike retired from the Air Force in 2014 and went back to school as a non-traditional student at the University of Northern Iowa. He obtained a bachelor’s degree in accounting. Mike is a CERTIFIED FINANCIAL PLANNER™, and a member of the National Association of Personal Financial Advisors, XY Planning Network and Fee Only Network.