Our approach is rooted in the relationships we build with our clients. We start by getting to know you and identifying your needs, goals and passions. Then we partner with you to develop a financial plan that aligns with your vision for the future.
Collectively, our team has 46 years of financial industry experience. Our established practice allows us to focus on you and tailor our recommendations for your specific objectives.
Both LeAnn and Bailey actively support our local community. LeAnn is a member of the Board of Directors and Board of Trustees for Theater Cedar Rapids and volunteers with the SEMP meal program quarterly. Bailey is a member of, and recently accepted the 1st Vice Chair position for, the Boys and Girls Club of the Corridor Board of Directors and is involved with the management of the club.
222 2nd Avenue S.E.
Cedar Rapids, IA 52401
5321 Council Street N.E.
Cedar Rapids, IA 52402
Stay informed with our up-to-date reports on economic events and news from the markets.
Thoughtful planning year-round can help you reduce your tax liabilities.
From planning for a major purchase to considering income in retirement, it’s a good idea to annually assess your financial goals. Our financial review checklist is a good place to start.