The Power of Compound Interest

Learn how to harness the power of compound interest for your investments.

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Are The Markets Disconnected From Reality?

May 16, 2020

There is a lot of chatter in the media about the stock markets being disconnected from the reality of the current Covid-19 economy. In this episode Mary Sterk shares some key insights about how markets and recessions interconnect....

Ticking Time Bombs That Can Destroy Your Retirement

May 09, 2020

So you have planned for a good retirement, and then BOOM. Something catches you off guard that you didn’t financially plan for. In this episode Mary Sterk shares some ticking time bombs that can destroy your retirement - and how...

Revisiting Roth Conversions

May 02, 2020

With the downturn in the market the first quarter of 2020, and the passing of the CARES act - its time to revisit the concept of Roth conversions. In this episode Mary Sterk shares the rules, the strategy and what to consider to...

Featured Team Member

Mary Sterk, CFP® CPFA

My Background & What Brought Me Here By the time I was 19 years old, I was already a divorced single mother of two kids under two years old. We lived in a low-rent apartment complex, and I bought my groceries with food stamps. I...

Kelsey Bankey, CFP® - Kansas City

My Background & What Brought Me Here I graduated from Simpson College with a degree in Business Management, and have over 10 years experience working with banks and financial institutions. When my husband’s job landed us in...

Laurie Lake

My Background & What Brought Me Here It’s hard to believe that it’s been over 15 years since I started in the financial services industry. No matter where I have found myself working under the financial umbrella, I've enjoyed my dual...

Kathy Banys

My Background & What Brought Me Here After attending Western Iowa Tech, I continued my passion for administrative work and outstanding customer service in a variety of industries, including medical and financial. I had the honor of...

Amy Heaton

My Background & What Brought Me Here I first started my career in public accounting and tax preparation. After my first child was born, I made the decision to move back to my hometown of Sioux City and into the world of insurance...

KT Trover

My Background & What Brought Me Here My career has taken several paths. Over a decade of experience performing both customer service and administrative work is a testament of my passion for helping people. I am still as enthusiastic...

Julie Chadwick

My Background & What Brought Me HereI’ve enjoyed being part of the finance world for more than 15 years now and have found it to be very rewarding because I love helping people. Each time I am able to show individuals and...

Lindsay Brechwald - Storm Lake

Location Info: I was born and raised in Northwest Iowa and have enjoyed raising my family here. After being in the healthcare field for approximately 16 years, I was inspired to change careers after treating an insurance agent who...

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