Our financial advisors in Pella, Iowa, also serve Knoxville, Grinnell, Oskaloosa and the entire country. Our office is located in beautiful Pella, the home of the annual Tulip Time celebration.
We specialize in individual and family financial planning, business and nonprofit financial planning along with the unique needs of women investors.
We strive to help every person who walks through our door feel comfortable, valued and supported. Our team is comprised of a multi-generational mix of professionals who focus on getting to know each client and their goals.
Our collective team approach is made better by our diverse individual experiences. We are happy to provide highly customized services to our clients to help them find their freedom.
CWM, LLC, and/or the financial professional received the testimonial(s) appearing herein from a verified client. The testimonial(s) reflect the real-life experiences of individuals who used our services. However, CWM, LLC and the financial professional does not claim, nor should the reader assume, that any individual experience recounted is typical or representative of what any other client might experience. The testimonial(s) displayed includes the original wording of the writer, except for grammatical, spelling and typing edits. All reviews and testimonials are reviewed for authenticity prior to use. This testimonial was given by a client of the financial advisor, and no compensation was provided directly or indirectly. This testimonial and/or endorsement is not a guarantee of future performance or investment success, and the testimonial and/or endorsement may not be representative of the experience of other customers. Please visit BrokerCheck (https://brokercheck.finra.org) to see more on the background of this professional.
HOW FAR ARE YOU
As we move through the middle of 2026, our team has stayed just as busy—both in the office and with our families. From summer travel and community outings to important updates on tax planning and client resources, here’s a look at what we’ve been up to in the second quarter. Com …
As we move through the early months of 2026, our team has enjoyed a meaningful start to the year—both in the office and out in the community. From travel and events to client engagement and continued growth, here’s a look at what we’ve been up to in the first quarter. Community, Travel & …
Primary Services Areas:
West Des Moines, Pella, New Sharon, Puyallup, Oskaloosa, Rock Valley, Sully, Urbandale, Phoenix, Altoona, Ankeny, Orange City, Flagstaff, Ottumwa, Tracy, Jupiter, Reasnor, Grinnell, Denver, Lovilia, Otley, Austin, Dayton, Dallas, Parkersburg, Knoxville, Cedar, Indianola, Elkhart, Monroe, Goodyear, Cincinnati, Palo Alto, Cedar Rapids, Marion, Newton, Russell, Sioux Center, Marshalltown, Rock Rapids, Doon, Bussey, Moravia, Leighton, Pleasant Hill, Alcester, Cottage Grove, Winterset, Chicago, Colorado Springs, Des Moines, Waukee, Adel, Van Meter, Clive, Windsor Heights, Johnston, Ankeny, Polk City, Iowa City, Cedar Falls, Waterloo, Waverly
