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
319-754-5121
Barb Bennett
Office Manager
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...
Jane Evans
Registered Sales Assistant
(319) 754-5121
Mike Shinn
Registered Sales Assistant
(319) 754-5121
Shelley Graham
Office Manager
(319) 754-5121