Broker Check

Team

Financial Planning consists of more than just investments. From wealth management to retirement planning, we are your comprehensive resource for growing and preserving your hard-earned assets.

Our team is committed to helping you achieve financial clarity and independence now and for years to come.

Rick Buller

President

319-754-4782

319-754-5121

[email protected]

Rick Buller has been serving individual investors and small businesses with their financial planning, retirement, investment and insurance needs since 1987. He began his career with an emphasis on diversified investments and the...
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Barb Bennett

Office Manager

563-262-8700

[email protected]

Barb (Schmalz) Bennett is a Muscatine native. She is the first person you will see when you enter the Muscatine office. Call her to schedule an appointment, find out your account balance, to ask about how to transfer funds in and out...

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Jane Evans

Registered Sales Assistant

(319) 754-4782

(319) 754-5121

[email protected]

Jane can assist clients who call in to make a trade. She can answer questions about corporate voluntary actions and how to determine cost basis. She gathers statistical data and develops proposals for Rick to use when meeting clients....
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Mike Shinn

Registered Sales Assistant

(319) 754-4782

(319) 754-5121

[email protected]

Mike was born and raised in Southeast Iowa. He has many years of experience in banking and financial services. He is very active in the Greater Burlington Partnership. Currently he is on the Convention and Visitors' Bureau Steering...
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Shelley Graham

Office Manager

(319) 754-4782

(319) 754-5121

[email protected]

Shelly has lived in Burlington all her life. Her smile and engaging personality enhance each client's experience. Clerical skills and people skills are her forte. She is a whiz at answering all client questions regarding their accounts...
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