4201 42nd St NE STE 100
Cedar Rapids, IA 52402
  • 319-447-5700
  • 319-730-5400


You can review interesting Flipbooks on my site.

View Flipbooks


You can review interesting calculators on my site.

View Calculators


We have interesting videos for you to watch on my site.

View Videos

Welcome to our website, where you'll find a wealth of information in the form of newsletter articles, calculators, and research reports.

We hope your visit will help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation. We have created this Web site to help you gain a better understanding of the financial concepts behind insurance, investing, retirement, estate planning, and wealth preservation. Most important, we hope you see the value of working with skilled professionals to pursue your financial goals.

We're here to help educate you about the basic concepts of financial management; to help you learn more about who we are; and to give you fast, easy access to market performance data. We hope you take advantage of this resource and visit us often. Be sure to add our site to your list of "favorites" in your Internet browser. We frequently update our information, and we wouldn't want you to miss any developments in the area of personal finance.

Pictured: Tom Berthel and Paige Swartzendruber

Fast Track:

Featured Articles     Thought For The Week     Access Your Account     Brochures and Forms

Connect with us:

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck