Roth 401(k) vs. Traditional 401(k)

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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...

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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...

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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...

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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...

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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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