Meet the Team
Our team is committed to offering quality products and exceptional service. Any time you have questions, we’re just a phone call away. We appreciate the opportunity to earn your business and look forward to serving you.
About Donna
I am proud to say I was raised on a farm 2 miles East of New Vienna in Dubuque County and am a graduate of Beckman Catholic High School. I live in Dyersville and have three children and two grandchildren. My first job while still in high school was working for an insurance agent. I have 32 years of experience working for an attorney, and years later I am back full circle working for an insurance agent again. I love working with clients and helping them with any issues that might arise. In my free time, I enjoy spending time with my family; a friendly conversation over a cup of coffee; and the simple things in life.
About Dustin
My Regional Financial Consultant offers a wealth of information for everyday risks you face regarding your retirement, income replacement, estate planning, farm/ranch/business succession planning and other important wealth management topics. We’ll provide solutions to help you get to retirement on time and on budget while providing for those you love.
About Martin
My Wealth Management Advisor is uniquely positioned to help you plan for your future. They’re here to help you meet your long and short-term goals through financial planning, investment strategies and more.