We surround you with collaborative problem solvers.
Introducing nearly 70 financial service professionals with an incredible amount of passion for what we do. Get to know us. Leverage us and add to your practice without adding to your payroll.
Peter Hill, ChFC®
Partner, Financial Advisor
PETER HILL, ChFC®
Partner, Financial Advisor
Joined Vision Financial Group (VFG)
1993
Current Role and Background
Peter started his career in 1993 after graduating from Wartburg College, Waverly, IA. He grew up on a farm in Hamilton County, 55 miles north of Des Moines, and has used this background in his financial planning career, helping individuals, small businesses and families through their estate planning and retirement goals. In addition, Peter has developed a niche in the public-sector marketplace working with city, county, and state employees. Clients appreciate Peter for being a good listener, a problem solver, and someone who can explain financial concepts in a way they can understand.
Attended
Wartburg College, BA in Business Administration – Finance and minor in Accounting
First Job
My first job was working on my family’s farm. From a young age, I helped in many roles. We had livestock including cattle, pigs and turkeys as well as a grain operation. I learned the value of hard work and the importance of financial planning for small businesses.
Outside of Work…
I stay actively involved in my church, serving in several leadership roles. I am also an active member with Million Dollar Round Table (MDRT)*, The Premier Association of Financial Professionals, where I have served in many committee roles and most recently completed a three-year term as a trustee for the MDRT Foundation. I enjoy running and competing in road races along with spending time with my wife Leah and three children, Naomi, Lydia and Levi.
* Members qualify for the Million Dollar Roundtable (MDRT) based on meeting a certain level of premium, commission or income during the year in addition to meeting ethical standards.
Jared Sutton, CFA, CFP®
Partner, Financial Advisor
JARED SUTTON, CFA, CFP®
Partner, financial advisor
Joined Vision Financial Group (VFG)
2008
Current Role and Background
As an advisor and partner at Vision Financial Group, Jared works to help people get clear about their objectives, why they’re important and how to make them happen. The firm takes a “whole person” approach. Our comprehensive, values-based method is highly valued by clients and is revolutionizing the way planning should be. Jared’s background includes technology and finance. He also holds the highly regarded industry designations of Certified Financial Planner™ and Chartered Financial Analyst (CFA®).
Attended
Indiana University - Bloomington, Business and Computer Science
University of Iowa, MBA with Finance Emphasis
First Job
Becoming a nerd for open source platforms while working with an internet company.
Outside of Work…
I read, volunteer, and enjoy time in nature with my wife and critters.
James Wessels, CPA/PFS, CFA
Partner, Financial Advisor
JAMES WESSELS, CPA/PFS, CFA
Partner, Financial Advisor
Joined Vision Financial Group (VFG)
2006
Current Role and Background
Jim's financial career spans two decades. He has built a diverse background in pension, tax planning, estate planning strategies, financial planning and investments.
Jim acquired a deep understanding of all types of retirement plans in his years at a global financial services company where he consulted with other professionals and business owners to help design effective, goal-based pension programs. Jim also served as a mutual fund analyst where he covered financial services, outsourcing, health care, energy, and utility industries. His most extensive analysis was with oil and gas where he led coverage of the energy industry for domestic and international companies.
Jim holds a Certified Public Accountant (CPA) designation. While he does not currently practice tax or public accounting, he did have his own tax practice. He uses this background to help clients with their overall financial planning and to tailor investments appropriately. His continuing education to maintain his CPA designation remains focused on trusts, taxation and estate planning. Through the American Institute of CPAs, Jim has earned the Personal Financial Specialist (PFS) credential, demonstrating his knowledge and experience in personal financial planning. Jim also holds the Chartered Financial Analyst (CFA) designation.
During the inaugural InvestmentNews Awards held in New York in 2024, Jim was awarded "Advisor of the Year - Midwest Region"* in recognition of his significant lifetime work and achievements in the wealth management profession.
Attended
University of Iowa, BBA in Accounting
University of Iowa, MBA with Finance Emphasis
First Job
Mowing yards for neighbors
Outside of Work…
My wife Melissa and I have two children, Nicholas and Stephanie. I am an avid Iowa Hawkeye supporter. I’m also active in the Des Moines community. I serve as Treasurer of Central Iowa Shelter & Services and have served on the board of Junior Achievement, the Investment Committee of United Way of Central Iowa, and the Investment Committee of the United Way Emerging Leaders Initiative. I currently volunteer at the University of Iowa, serving as an Investment Advisory Board Member of the University of Iowa Krause Fund where I help oversee an investment fund run by students. I have received an Honorable Mention for the Invest in Others, Lifetime Achievement Award for distinguished community service, contribution, and leadership.
*Investment News 2024 Advisor the Year (Regional - Midwest) recognizes the most outstanding advisors in specified regions. The winner is publicly or self nominated and then judged based upon business development methods, knowledge of investment strategies, client relationship and retention methodology, client education, and community involvement. This award is not based on investment performance.
Michael Berry, CFP®
Financial Advisor
MICHAEL BERRY, CFP®
FINANCIAL ADVISOR
Joined Vision Financial Group (VFG)
2021
Current Role and Background
Michael began his career in financial services over 30 years ago with roles in banking, mortgage, financial planning, advanced planning and financial advising. As President of Wealth Builders, Inc., individuals and families benefited from his vast knowledge and passion for helping others. In 2021, Michael joined the advisory team at Vision Financial Group, creating a more comprehensive wealth management experience for clients with specialists focused on financial planning, investment management, risk management, as well as tax and estate planning strategies. His motto is: “Simplifying the complex so you can enjoy life through life-centered planning!” Some of these strategies have been utilized as a financial planning subject matter expert by USA Today, Investor’s Business Daily, Money Magazine, US NEWS, and MarketWatch. Michael holds the highly regarded industry designation of Certified Financial Planner™ professional.
Attended
Graceland University, BA in Business
American Institute of Business, Associates Degree in Business
College of Financial Planning
First Job
Walking beans. My older brother and sister told me, “There’s an ice cream truck waiting in the field!”
Outside of Work…
My wife Sally and I are involved in our family’s 3rd generation Century farm with the help of our extended family and our 4 adult children. With the children now in college and beginning their careers, we are enjoying more time with friends playing volleyball, spending weekends at the lake and pedaling bikes around Iowa.
Kelli Brix, CFP®
Financial Advisor
KELLI BRIX, CFP®
Financial Advisor
Joined Vision Financial Group (VFG)
2020
Current Role and Background
Kelli is a registered representative serving clients' financial planning needs. She holds the highly regarded industry designation of Certified Financial Planner™ professional. Kelli started her career at VFG preparing advisors for client meetings on our service team. Prior to joining VFG, Kelli had roles in risk management at an Ames energy group and the financial/ accounting department of a company in Marshalltown.
Attended
The University of Iowa, Finance major, Communications minor, Leadership certificate
First Job
Olive Tree Café (Mediterranean) as a cashier and server
Outside of Work…
I love to be active. I enjoy kayaking/paddle boarding, riding bikes, and exploring new state parks and cities with friends and family. I can also be found cheering on the Hawkeyes!
Kevin Lehman
Financial Advisor
KEVIN LEHMAN
FINANCIAL ADVISOR
Joined Vision Financial Group (VFG)
2020
Current Role and Background
Kevin began his career in financial services over 15 years ago with Voya Financial where he led teams dedicated to providing retirement planning solutions nationally. Today, individuals and families benefit from his vast knowledge, experience and passion for helping navigate their financial futures. Kevin’s goal is to ensure his clients feel understood, informed, and educated as they partner with him to achieve their goals.
Attended
Iowa State University, BS in Industrial Engineering
First Job
Attendant at a miniature golf course.
Outside of Work…
I am an avid Cyclone supporter residing in Ankeny with my wife Clarissa and our daughter Emsley. I enjoy time in the outdoors and attending various sporting events.
Ken Martin
Financial Advisor
KEN MARTIN
Financial advisor
Joined Vision Financial Group (VFG)
2018
Current Role and Background
Ken is a registered representative serving clients' financial planning needs. He started his career at VFG preparing advisors for client meetings, serving in the Asset Management department, preparing Asset Allocation spreadsheets and assisting with trade execution. In his previous career Ken managed several retail stores and was in charge of training assistant managers for the district.
Attended
University of Iowa, BA in Finance
First Job
Caddy
Outside of Work…
I am spending time with my wife Renee and daughters Nellie and Rowan. I also love to golf when I can find time to get out to the course!
Kyle Bachara
Tax Preparer
Kyle Bachara
Tax Preparer
Joined Vision Financial Group (VFG)
2022
Current Role and Background
As a Tax Preparer, Kyle focuses on the preparation and entry of tax data, reviewing records for accuracy, and preparation of tax estimates. Prior to joining the Accounting and Tax team, Kyle worked as an intern with the Asset Management team.
Attended
Drake University, Economics and Mathematics
First Job
Umpire
Outside of Work…
I enjoy playing card games and board games with my friends and family, as well as outdoor activities like pickleball. I am also actively involved in my local church community. As a “second job” of sorts, I play the trombone in various jazz bands around the city.
Maddie Bennett
Administrative Assistant/Receptionist
MADDIE BENNETT
Administrative Assistant/Receptionist
Joined Vision Financial Group (VFG)
2023
Current Role and Background
As an administrative assistant, Maddie focuses on the scheduling of client meetings, booking meeting rooms, and arranging transportation. She helps to build client relationships, and is the first point of contact during visits and for incoming phone calls. Prior to joining Vision Financial Group, Maddie was a student at The University of Northern Iowa and worked as a remote administrative assistant for a construction company.
Attended
University of Northern Iowa, BA in Management, with an emphasis in Business Administration
First Job
Server at Niko’s Tavern in Illinois
Outside of Work…
I enjoy spending time with my family and friends, traveling when possible, hanging out on the lake, doing home projects where needed, and going on walks with our dog, Cami. I also enjoy watching sports and HGTV shows when I have free time.
Matt Boehnke, CFP®
Director of Financial Planning
MATT BOEHNKE, CFP®
Director of Financial Planning
Joined Vision Financial Group (VFG)
2010
Current Role and Background
Matt works on the development, analysis and implementation of financial plans with our clients along with the advisors and clients affiliated with Vision. He also serves as a registered principal supervising those representatives affiliated with the broker/dealer. Matt began his career in the financial services industry in 2002 with a global financial services company and broker-dealer as a registered representative. In 2003, he joined Voya Financial Advisors (then ING), a registered broker/dealer and investment advisory firm, as a regional sales manager where his primary responsibilities included the promotion of financial planning and support of our technology platforms Smartworks and MoneyGuidePro. Matt also holds the highly regarded industry designation of Certified Financial Planner™.
Attended
The University of Iowa, Bachelor’s Degree
First Job
Environmental and Inventory Management Specialist at Snow’s Town & Country
Outside of Work…
I live in West Des Moines with my two children, Eric and Emily. I am an active member in my church and enjoy traveling with my family, golfing and supporting the Iowa Hawkeyes.
Emily Brown
Operations Associate
EMILY BROWN
Operations Associate
Joined Vision Financial Group (VFG)
2024
Current Role and Background
As an Operations Associate, Emily provides paperwork to update clients' accounts as well as handling phone calls. She completes client requests and performs tasks associated with client appointments. Prior to joining Vision Financial Group, Emily worked at another Financial company.
Attended
Southeast Polk High School
First Job
Babysitting
Outside of Work…
I am spending time with my boyfriend, four children, three cats and our french bulldog, Blitz. I enjoy spending time outside and traveling.
Cynthia Boyer
Full Service Bookkeeper
CYNTHIA BOYER
FULL SERVICE BOOKKEEPER
Joined Vision Financial Group (VFG)
2024
Current Role and Background
As a Bookkeeper, Cynthia focuses on helping clients keep their businesses in order by assisting clients with their accounting, payroll, and record keeping needs. Prior to joining Vision Financial Group, Cynthia worked as a Contract Management Administrator, with Alliant-Source, Inc., providing Accounting and Human Resource services.
Attended
Brigham Young University, Business Management
First Job
TRW Credit Bureau, Receptionist
Outside of Work…
I enjoy spending time with family and friends, as well as exploring new places and learning about its history. As a hobby I enjoy refurbishing/updating the places I’ve lived. I’m not afraid of tearing down walls, and find satisfaction in improving the look and value of a property.
Zachary Bushbaum
Asset Management Associate
ZACHARY BUSHBAUM
Asset Management Associate
Joined Vision Financial Group (VFG)
2023
Current Role and Background
As an Asset Management Associate, Zach focuses on trade mapping and execution, reviewing asset allocations for client meetings and trade purposes, as well as monitoring financial accounts. Prior to joining Vision Financial Group, Zach worked as an Operations Analyst at SEI Investments in Denver, Colorado.
Attended
Coe College, BS in Business Administration and Minor in Economics
First Job
Forklift Operator at Menards
Outside of Work…
I am a devoted Minnesota Vikings & Twin fan. I love spending time with family and friends, as well as with my yellow lab, Beans. I also enjoy training for endurance events and golfing whenever possible.
Clark Buss
Partner, Managing Director of Practice Management
CLARK BUSS
partner, managing director of practice management
Joined Vision Financial Group (VFG)
2010
Current Role and Background
Clark is responsible for business strategy, business development, marketing/communications, PR and client experience. He focuses on the integration of the firm’s business units, and supports a nationwide network of affiliated advisors with practice management. Clark brings three decades of broad financial services experience to benefit the clients and the firm, including 20 years at a global financial services company.
Attended
University of Iowa, BBA in Marketing and a Communication Studies minor
First Job
Commercial and residential painter in Dubuque and Cambus driver while attending college in Iowa City.
Outside of Work…
As empty nesters, my wife Anna and I pursue an active lifestyle by working out, running, hiking, cycling and travelling. I love the beach and mountains. My pride and joy are our two daughters, a nurse and a teacher. I embrace fun and appreciate spending time and creating memories with friends and family.
Josh Carritt
Systems Administrator
JOSH CARRITT
SYSTEMS ADMINISTRATOR
Joined Vision Financial Group (VFG)
2022
Current Role and Background
As a Systems Administrator Josh focuses on keeping the business network, communications, and applications up and running. He also assists VFG staff with finding solutions to improve their day to day use of technology. Prior to joining Vision Financial Group, Josh worked for a Fortune 500 company providing IT support to thousands of users worldwide.
Attended
Iowa State University, Computer Engineering
First Job
Courtesy for a local grocery store
Outside of Work…
I enjoy woodworking, baking, and spending time with family and friends.
Paul Cave
Senior Paraplanner
PAUL CAVE
Senior Paraplanner
Joined Vision Financial Group (VFG)
2020
Current Role and Background
As a Paraplanner, Paul focuses on the preparation of client meeting agendas. He assists clients in the resolution of inquiries and follows up on post-meeting client tasks. Prior to joining Vision Financial Group, his previous jobs included roles as a Financial Representative at another financial planning firm, and an Account Manager at a nationwide fitness facility chain.
Attended
Clarke University, Bachelor of Arts in Business Administration with an emphasis in Finance and Bachelor of Arts in Psychology
First Job
Soccer Referee
Outside of Work…
I take any and every opportunity to watch or play sports. I love the summer and being outside as much as possible including golfing with friends, travelling the world and spending time with my wife, Emily. I am a huge Kansas City Chiefs Fan, and if you need me on a Sunday, we are probably at Arrowhead Stadium!
Emma Chalmers
Accounting and Tax Coordinator
EMMA CHALMERS
ACCOUNTING AND TAX COORDINATOR
Joined Vision Financial Group (VFG)
2020
Current Role and Background
As an Accounting and Tax Coordinator, Emma focuses on client tax preparation, planning, and strategies, as well as helping maintain VFG’s internal accounting procedures. Prior to joining Vision Financial Group, Emma worked as a tax intern at a small tax firm in Des Moines.
Attended
Drake University, Accounting Major
First Job
Worked as a pool attendant and taught swimming lessons at the city pool.
Outside of Work…
I enjoy being outdoors whether that involves camping, hunting, fishing, or hanging out with my friends and family. I also like to spend my Saturdays in the fall cheering on the Iowa Hawkeyes!
Micaela Chase
Director of Client Operations
MICAELA CHASE
director of client operations
Joined Vision Financial Group (VFG)
2016
Current Role and Background
Micaela manages the Operations and Paraplanning teams at Vision Financial Group. She has been in the financial services industry for 21 years, specializing in operations support. Micaela’s previous role was with another financial institution, working with advisors on brokerage and advisory-related issues.
First Job
The first job I had was with a photography studio, Captured Expressions in Indianola, Iowa.
Outside of Work…
I am spending time with my family. We are a blended family and have 5 kids at home. My oldest is a swimmer and we spend a lot of time at the pool! We enjoy taking road trips and adventuring to new places!
Ashlynn Christensen, CPA
Tax Consultant
ASHLYNN CHRISTENSEN, CPA
TAX CONSULTANT
Joined Vision Financial Group (VFG)
2023
Current Role and Background
As a Tax Consultant, Ashlynn focuses on the preparation and review of individual and business tax returns and preparing tax projections. She also assists clients in the resolution of tax inquiries and helps with tax research when needed. Prior to joining Vision Financial Group, Ashlynn worked as a senior tax and audit associate at a mid-size public accounting firm for 5 years.
Attended
University of Northern Iowa, Bachelor of Arts in Accounting and Management Information Systems
First Job
McDonald’s when I was in high school
Outside of Work…
Outside of work, I enjoy spending time with family and friends, being outside and down at the lake, and traveling when possible. I love going to local wineries, cideries, and breweries. On week nights you’ll usually find me taking fitness classes or going on walks with my dogs. I also teach a dance class at a local dance studio.
Isaac Copley
Paraplanning Team Lead
ISAAC COPLEY
PARAPLANNing team Lead
Joined Vision Financial Group (VFG)
2021
Current Role and Background
As the Paraplanning team lead, Isaac focuses on helping the team with preparation of client meeting agendas. He assists clients in the resolution of inquiries, and follows up on post-meeting client tasks.
Attended
Iowa State University, Public Relations
First Job
Working at Fareway
Outside of Work…
I enjoy golf, travel, and spending time with my wife, Marissa. I love watching sports, especially Iowa State football and basketball.
Debbie Crawford
Retirement Plan Support Specialist
DEBBIE CRAWFORD
Retirement plan specialist
Joined Vision Financial Group (VFG)
2024
Current Role and Background
As a Retirement Plan Specialist, Debbie works to support, drive and service Qualified Retirement Plans. Prior to joining Vision Financial Group, Debbie held various positions related to designing, drafting and administering retirement plans. Most recently, Debbie worked as a 3(16) Plan Administrator.
Attended
Central College, BA in Psychology and Communications
First Job
Starting att age 16 through my college years, I worked at a home improvement store selling wallpaper and housewares.
Outside of Work…
I am an avid reader of fiction - mostly thrillers and mysteries. I love spending time with my husband and children. I also enjoy gardening and working outside when possible.
Corey Day
Internal Client Portfolio Analyst
COREY DAY
Internal Client Portfolio Analyst
Joined Vision Financial Group (VFG)
2021
Current Role and Background
Corey works for our asset management division, implementing white-glove concierge asset management services and partnering with advisors to create innovative client portfolios. Prior to joining Vision Financial Group, Corey started his career in financial services over 18 years ago. Sixteen of those years were spent at a national broker/dealer where he coached advisors on transitioning from transaction-based solutions to fee and goal-based financial planning strategies.
Attended
University of Iowa, Finance
First Job
Installing docks with my uncle on Clear Lake, IA
Outside of Work…
I live in Clive, IA with my wife Ann and two college age children, Sydney & Nolan. I enjoy traveling with my family, golfing, biking, landscaping, and attending Iowa Hawkeye football games.
Sally Derrick
Operations Associate
SALLY DERRICK
OPERATIONS ASSOCIATE
Joined Vision Financial Group (VFG)
2022
Current Role and Background
Sally assists with paperwork to update clients’ accounts as well as handling client phone calls. She coordinates with our broker-dealer operations department to ensure timely, accurate submissions. Prior to working at VFG, Sally worked in the banking industry for 15 years, most recently as an Assistant Teller Supervisor in Altoona, Iowa, and previously as an Operations Specialist for 8 years at a bank in Rockwall, Texas.
First Job
Waitress at Pizza Inn
Outside of Work…
I am a hobby dog breeder. I enjoy spending time with my family. I like to read and watch my favorite TV shows. I also enjoy baking.
Angelina Dietz
Field Supervisor
ANGIE DIETZ
field Supervisor
Joined Vision Financial Group (VFG)
2021
Current Role and Background
As a Field Supervisor, Angie provides compliance consultative services and performs day-to-day supervision of advisors associated with our network of advisors. Prior to joining Vision Financial Group, Angie worked as an advisor for a financial services company. She has been in the financial services industry for over two decades, with most of her time in a compliance role.
Attended
University of Northern Iowa, Bachelor of Science in Business Administration/ Management
First Job
I grew up on a farm so my very first job was chores. I got to help with every aspect of the farm responsibilities. We moved into town when I hit high school and I landed a great job as dishwasher at a local small-town restaurant. It builds character and a desire to not stay in that role too long.
Outside of Work…
I enjoy spending time with my three daughters and boyfriend. We enjoy hiking, biking, exercising, painting, crafts and putting puzzles together. We also like to travel to either a beach or the mountains. My goal is to visit every state and I’m more than three-fourths of the way to doing just that.
Ariel Dols
Senior Paraplanner
ARIEL DOLS
Senior PARAPLANNER
Joined Vision Financial Group (VFG)
2021
Current Role and Background
As a Paraplanner, Ariel focuses on the preparation of client meeting agendas. She assists clients in the resolution of inquiries and follows up on post-meeting client tasks.
Attended
University of Iowa, Communication Studies
First Job
Lifeguard at the YMCA
Outside of Work…
I enjoy spending time in the kitchen trying out new recipes, relaxing to a good book or being outside with my dog, Rusty, a Red Heeler/Australian Shepherd mix with relentless energy!
Sarah Dols
Director of Compliance and Field Supervision
SARAH DOLS
director of Compliance and field supervision
Joined Vision Financial Group (VFG)
2015
Current Role and Background
Sarah provides compliance consultative services, and performs day-to-day supervision of advisors associated with our network of advisors. She has held positions dating back over 20 years in the financial services industry, including registered sales assistant, advisor, wholesale marketing and case design, spending the bulk of her career in the compliance field.
First Job
Worked at a pizza place in high school
Outside of Work…
I enjoy spending time with my friends and family.
Nicole Duff
Accountant
NICOLE DUFF
aCCOUNTANT
Joined Vision Financial Group (VFG)
2024
Current Role and Background
As an accountant, Nicole focuses on internal accounting procedures to maintain the financial health of the company by ensuring accurate records and assisting in budget management. She also assists the tax team with the preparation of tax returns when needed. She is committed to upholding high standards of financial integrity to drive sound financial decision-making within Vision. Prior to joining Vision Financial Group, Nicole worked as a cost accountant in the manufacturing industry.
Attended
Iowa State University, Accounting and Business Analytics
First Job
Cashier at Hy-Vee
Outside of Work…
I enjoy spending time with family and friends, watching movies, reading books, listening to music, and traveling. I can also be found cheering for the Cyclones!
Rob Edwards
Retirement Plans Relationship Manager
ROB EDWARDS
Retirement Plans Relationship Manager
Joined Vision Financial Group (VFG)
2024
Current Role and Background
Rob is a registered representative and principal with over 25 years experience working with employer-sponsored retirement plans. He consults and assists plan fiduciaries with all aspects of retirement plan design and ongoing plan management. Rob is passionate about helping employers optimize their retirement plan benefits to drive desired business and participant outcomes.
Attended
Iowa State University, B.B.A. in Finance, Spanish minor
First Job
Rides operator at an amusement park.
Outside of Work…
My wife Tracy and I have four grown daughters and several rescue pets. In my free time I enjoy spending time with my family and friends, playing pickleball, and attending sporting events.
Whitney Erlbacher
Technical Support Specialist
WHITNEY ERLBACHER
Technical Support Specialist
Joined Vision Financial Group (VFG)
2023
Current Role and Background
As a Tech Support Specialist, Whitney focuses on assisting VFG staff with finding solutions to improve their day-to-day use of technology. Prior to joining Vision Financial Group, Whitney worked as an educator providing career support for a variety of aspiring young professionals.
Attended
JobWorks Inc., CompTIA A+
Coursera, Google IT Support
William Penn University, Business Management
Grand View University, Art/Theatre
First Job
Babystitter
Outside of Work…
I enjoy spending time with my family and close friends. I keep especially busy with raising my son, as well as keeping up with my many interests and hobbies. I am often referred to as a “Miss Fixit”, or a “Jan of All Trades”. I love trying new restaurants, new experiences, gardening, enjoying the outdoors, baking, sewing, the arts, animals, household projects, being involved in my community, and occasionally sharing the cringiest of dad jokes! In our household we strive to uphold the phrase “Never a Dull Moment”, and we rarely disappoint!
Jody Frisk
Admins Team Manager
JODY FRISK
Admins Team Manager
Joined Vision Financial Group (VFG)
2017
Current Role and Background
As an Administrative Assistant Jody works directly with clients and advisors, helping with scheduling and company strategy. Before she joined Vision Financial Group, Jody was an administrative assistant at large financial services companies.
Attended
Buena Vista University, BA degree in Marketing
First Job
Cashier at Fareway
Outside of Work…
I am spending time with my husband Jeremy and two sons, Dylan and Grayson. We all enjoy being outside, playing sports and being around the water. When I want some alone time, you can find me at my craft table working on my latest creations.
Morgan Hackett, MBA
Controller
MORGAN HACKETT, MBA
controller
Joined Vision Financial Group (VFG)
2021
Current Role and Background
As a controller, Morgan oversees VFG’s operational accounting, production and analysis of financial reports. Morgan is also responsible for developing the annual budget and preparing financial forecasts to help ensure the fiscal welfare of VFG. Prior to joining the firm, Morgan worked as an Accounting and Special Projects Manager at a large law firm in Des Moines.
Attended
Grand View University, BA in Accounting and Finance. MBA from University of Iowa.
First Job
Roguing corn the summer of my freshman year of high school
Outside of Work…
Outside of work, my weekday evenings are filled with reading and studying, as I work to complete my MBA. On the weekends, I spend the majority of my time with my daughter and fiancé. We regularly enjoy hiking with our 3 dogs, CrossFit and horseback riding. We have recently taken up traveling and look forward to doing more exploring outside of the country.
Kain Harrison
Tax Preparer
Kain Harrison
Tax Preparer
Joined Vision Financial Group (VFG)
2024
Current Role and Background
As a Tax Preparer, Kain focuses on the preparation and entry of tax data, reviewing records for accuracy, and preparation of tax estimates. Prior to joining Vision Financial Group, Kain recently graduated from Iowa State University with a specialization in Tax and was involved with the Volunteer Income Tax Assistance(VITA) program with the IRS.
Attended
Iowa State University, Masters in Accounting
First Job
Worked as Camp Maintenance
Outside of Work…
I love spending time outdoors, whether it’s hunting, fishing, or hitting the golf course with friends. My weekends are often filled with quality moments, as I enjoy watching my favorite teams like the Cyclones and Wolverines in the fall and winter with my friends and family.
Cade Henrickson
Tax Preparer
Cade Henrickson
Tax Preparer
Joined Vision Financial Group (VFG)
2024
Current Role and Background
As a Tax Preparer, Cade focuses on the entry of tax data, reviewing records for accuracy, and the preparation of tax estimates. Prior to joining Vision Financial Group Cade graduated from the University of Northern Iowa with a degree in Accounting.
Attended
University of Northern Iowa, Accounting Major
First Job
Detasseling
Outside of Work…
I enjoy spending my free time on the golf course trying to fix my slice. I also like to spend my time watching football in my recliner. My favorite teams are the Iowa Hawkeyes and the San Francisco 49ers
Ryan Fleming
Senior Paraplanner
RYAN FLEMING
Senior Paraplanner
Joined Vision Financial Group (VFG)
2021
Current Role and Background
As a Paraplanner, Ryan focuses on the preparation of client meeting agendas. He assists clients in the resolution of inquiries and follows up on post-meeting client tasks. Prior to joining the Paraplanning team, Ryan worked as an intern with the VFG Asset Management team.
Attended
Drake University, BSBA in Finance and Economics
First Job
Cashier at Chick-Fil-A
Outside of Work…
I enjoy spending time with friends and family and reading my Bible. On any given Saturday in the fall, I’ll be watching the Nebraska Cornhuskers and on any given Saturday in the spring, I’ll be enjoying time outside. If I’m not doing any of those things, I might be busy making or listening to music.
Doug Hohertz
Internal Investment Research Analyst
Doug Hohertz
Internal Investment Research Analyst
Joined Vision Financial Group (VFG)
2024
Current Role and Background
As an investment analyst and member of the investment committee, Doug brings over two decades of experience leading research, analysis, asset allocation, and portfolio management on various energy strategies serving domestic and international institutional investors and family offices. Given the economic and geopolitical sensitivities of various commodities and industries, the proper pairing of top-down bottom-up analysis was a key component of portfolio positioning. Before his investment career, Doug was a financial executive for a multinational oilfield service company serving in multiple countries before taking the helm over various regional areas of operation. Doug does not offer securities/advisory services."
Attended
Texas Tech University: BBA Finance and MSBA-Finance
First Job
Cheap labor for the family farm and oilfield service company. It is a fantastic training ground.
Outside of Work…
My wife Yana and I have two kids, Annali and Rainer, one in college and one in high school. Outside of work, I enjoy spending time with my family, outdoor activities/sports especially skiing, traveling, and a lifelong interest in current affairs and geopolitics. I also volunteer on the board at the Houston Community College Foundation. It is a great way to lend a hand and see the impact of giving back to your community.
Arild Holm, CFA
Chief Investment Officer*
ARILD HOLM, CFA
chief Investment officer*
Joined Vision Financial Group (VFG)
2022
Current Role and Background
Arild brings three decades of extensive national and international experience as a financial analyst, researcher, and portfolio manager at large mutual funds, pension funds, and a sovereign wealth fund to Vision as a lead member of our investment committee. Arild adds significant depth to our investment philosophy and process for the benefit of advisors and clients. Arild also holds the Chartered Financial Analyst (CFA) designation.
Attended
University of Manchester Institute of Science and Technology in England, Bachelor of Science (Honours) in Management Sciences
University of Colorado, MBA with a concentration in Finance
First Job
Mowing lawns for the elderly
Outside of Work…
Outside of work, Arild enjoys spending time with his wife Marty, is an avid golfer, likes skiing and the outdoors, enjoys traveling and has visited 43 countries on six continents and likes to read with a focus on history and current affairs.
*CIO role for internal purposes only.
Sarah Howser
Paraplanning Team Manager
SARAH HOWSER
paraplannING team Manager
Joined Vision Financial Group (VFG)
2015
Current Role and Background
Sarah manages the Paraplanning team at Vision Financial Group, as well as, assists clients and reps with requests/inquiries, reviews assets, prepares materials for meetings, assists with the sale of new insurance policies, and reviews and services existing insurance policies. Prior to working at Vision Financial Group, Sarah worked at a local golf course as a beverage cart manager.
Attended
Iowa State University, Bachelors of Science, Business Management and Business Marketing
First Job
World’s best sandwich maker at Palmer’s Deli & Market
Outside of Work…
I’m usually hanging out with my husband, Eric, and our Rottweiler, Dorian. I enjoy spending time on the golf course and attempting to be good at golf. I am an avid sports fan and supporter of the Iowa Hawkeyes, Chicago Cubs, and Kansas City Chiefs. I love traveling, especially to anywhere on the beach.
Andrew Jensen
Risk Management Relationship Manager
ANDREW JENSEN
risk management relationship manager
Joined Vision Financial Group (VFG)
2009
Current Role and Background
As a licensed insurance representative, Andrew works closely with clients in the development, analysis and implementation of product solutions. Before joining Vision Financial, he worked in marketing for a major life insurance and investment company in Des Moines.
Attended
Upper Iowa University, BSc in Business
First Job
Umpire for Little League baseball
Outside of Work…
I live in Grimes with my wife Leann and our Golden Retriever, Bosco. Together, we enjoy traveling and concerts. I am very active in the CrossFit community and love spending time with friends and family
Eric E. Johnson, JD, CPA, CLU, ChFC
Director of Advanced Case Design
ERIC E. JOHNSON, JD, CPA, CLU, ChFC
Director of Advanced Case Design
Joined Vision Financial Group (VFG)
2019
Current Role and Background
Eric serves as a subject matter expert on topics related to life insurance, qualified and non-qualified retirement plans, and tax planning. Prior to working at Vision Financial Group, he spent 11 years as the director of advanced markets at a large financial services company, focusing on case design and implementation of life insurance and annuity solutions. Eric also has 12 years of experience with two CPA firms, where he designed and administered qualified and non-qualified deferred compensation plans. He also served as a trust officer at a major bank.
Attended
University of Iowa, Bachelor of Business Administration in Finance and Economics
Drake University Law School, Doctor of Jurisprudence
First Job
A paperboy….back when papers were actually delivered door to door!
Outside of Work…
I’m spending time with my wife Karen and our two sons, Jared and Justin. I am an avid golfer and outdoorsman. When the weather doesn’t cooperate I can be found with a book in my hand reading nonfiction “whodunnit” thrillers.
Jamie Jones
Operations Team Lead
JAMIE JONES
Operations Team Lead
Joined Vision Financial Group (VFG)
2006
Current Role and Background
Jamie serves as our Operations Team Lead, she has been in the industry for over 12 years. She specializes in operations support by preparing paperwork, processes new business applications, and handles customer service items. She is also a residential Realtor. Prior to Vision Financial Group Jamie worked for a title company in Waterloo in addition to working as a receptionist at a salon in Cedar Falls during college.
Attended
University of Northern Iowa, Double Major in Finance and Real Estate
First Job
Front desk at Visual Impact
Outside of Work…
I am busy keeping up with my 3 little boys; Jaxson, Kameron & Kaden. My husband Kyle and I were high school sweethearts, so we have grown up together and have built our family near our childhood homes in Waukee. I enjoy spending time outside, at the ball field and with our family and friends!
Julie Jones
Senior Relationship Manager
Julie Jones
Senior Relationship Manager
Joined Vision Financial Group (VFG)
2023
Current Role and Background
As a Sr Relationship Manager, Julie provides advisors with operations support, new account setup, portfolio management, and financial plan consulting. Prior to joining Vision Financial Group, Julie worked at a large financial services company for 21 years, with the last 16 years as a sales consultant for various investment products.
Attended
Iowa State University, BBA Finance
First Job
Adventureland in Altoona
Outside of Work…
I live with my husband Derek, 2 dogs, and a cat. We love to travel and especially love to travel to Hilton Head Island. I’m busy with golf league in the summer and enjoy other outdoor activities, such as hiking and walking our dogs. I also enjoy reading suspense novels, cooking, and baking.
William Jump, CFP®, EA
Financial Advisor, Field Supervisor
WILLIAM JUMP, CFP®, EA
Financial Advisor, field Supervisor
Joined Vision Financial Group (VFG)
2016
Current Role and Background
Bill supervises a network group of financial advisors, helping them stay in compliance with broker-dealer and regulatory rules. He also engages in securities production as a financial advisor. Bill formerly served as an OSJ Delegate, performing many of the same duties noted above, at First Financial Center in Cedar Rapids, Iowa, which was later acquired by Vision Financial Group.
Attended
University of Iowa, BBA in Accounting
First Job
Hy-Vee customer service
Outside of Work…
I enjoy camping with family and friends, as well as target and trap shooting. My wife and I reside in Atkins, Iowa.
Kay Kemp
Director of SME Services
Kay Kemp
Director of SME Services
Joined Vision Financial Group (VFG)
2024
Current Role and Background
Within this role, Kay is responsible for leading and managing vital teams including Paraplanning, Financial Planning, Accounting and Tax, and Estate/Advanced Planning. Focusing on promoting continuous improvements and knowledge development in conjunction with initiatives of the firm from a project management perspective. Prior to joining Vision Financial Group, Kay has worked 30 years in the financial services industry. Including firms of: Princor Financial Services; ING Financial Partners; ING Advisors Network; Cetera; Voya Financial Partners; Docupace; American Equity; Brokers International Financial Services.
Attended
Upper Iowa University, Finance and Marketing
First Job
Childcare sitting and retail clothes sales
Outside of Work…
I adore animals - particularly dogs. My favorite breed is Golden Retriever. I have had 5 Golden Retrievers. Currently I have a 2 year Golden Retriever (Ruby) and 7 year old Blue Weimenimer (Roxy). I have 3 kids - Dustin, Nik and Sam. I have 2 Grandkids - Jack and Walker. We enjoy any family time we can have together. My significant other is CC - he works for Cogent Analytics. My hobbies include gardening and flowers and home interior decorating.
Katie Kisling
Executive Assistant
KATIE KISLING
EXECUTIVE ASSISTANT
Joined Vision Financial Group (VFG)
2019
Current Role and Background
Katie serves as an executive assistant for Financial Advisor Jim Wessels. Katie has worked in finance for many years at large and small companies.
Attended
University of Northern Iowa
First Job
Babysitting
Outside of Work…
I love spending time with my husband, our two kids, family and friends. I love to learn and enjoy words of wisdom.
Crystal Kramer
Tax Preparer
Crystal Kramer
Tax Preparer
Joined Vision Financial Group (VFG)
2024
Current Role and Background
As a Tax Preparer, Crystal focuses on the preparation and entry of tax data, reviewing records for accuracy, and preparation of tax estimates. In addition to her role as a Tax Preparer, Crystal is the owner of a photography business that specializes in newborn and family photography. Her artistic eye and passion for capturing special moments bring a unique touch to her work, allowing her to blend her analytical skills with her creative talents.
Attended
University of Nebraska and Chadron State College, Major: Criminal Justice
First Job
Dairy Queen
Outside of Work…
When she’s not preparing taxes or behind the camera, Crystal enjoys spending time with her family and friends. On weekends in the summer, you will find her most likely at the softball fields, cheering on her daughters as they play. Although originally from Nebraska and a proud Huskers fan, Crystal is an even bigger supporter of the Hawkeyes women's basketball team.
Michael Lamparek
Paraplanner
MICHAEL LAMPAREK
PARAPLANNER
Joined Vision Financial Group (VFG)
2023
Current Role and Background
As a Paraplanner, Michael focuses on the preparation of client meeting agendas. He assists clients in the resolution of inquiries, and follows up on post-meeting client tasks. Prior to joining Vision Financial Group, Michael worked at Wells Fargo helping with the Real Estate Tax Department.
Attended
Iowa State University, Marketing
First Job
Warehouse Associate
Outside of Work…
In my free time, I like to golf or spend time outdoors whenever I get that chance. My wife and I love to cheer for anything Iowa State, which is where we met. We also enjoy trying new restaurants in the Des Moines area.
Wendy Lilly, CPFA®
Retirement Plans Service Associate
WENDY LILLY, CPFA®
Retirement Plans Service Associate
Joined Vision Financial Group (VFG)
2023
Current Role and Background
As a Retirement Plans Service Associate, Wendy works to support, drive, and service Qualified Retirement Plans. Prior to joining Vision Financial Group, Wendy held various positions in the financial services industry, but most recently worked as a Preschool Special Education Associate.
Attended
The University of Iowa, BBA in Marketing
First Job
At age 13, I helped serve meals at a retirement center in my hometown of St. Ansgar, Iowa
Outside of Work…
I enjoy spending time with family and friends, cheering on the Hawkeyes, traveling, and watching shows/movies.
Derek Lillyblade
Asset Management Associate
DEREK LILLYBLADE
Asset Management Associate
Joined Vision Financial Group (VFG)
2023
Current Role and Background
As an asset management associate, Derek focuses on producing asset allocations for trade mapping and meeting purposes, monitoring financial accounts, executing trades, and participating in projects to ensure the efficiency of processes.
Attended
Iowa State University, Finance
First Job
Pizza delivery driver
Outside of Work…
I’m an avid snowboarder in the winter and golfer in the summer. I also enjoy watching sports, spending time outdoors, working out, and hanging out with friends and family.
Molly Logsdon
Administrative Assistant/Receptionist
Molly Logsdon
Administrative Assistant / Receptionist
Joined Vision Financial Group (VFG)
2024
Current Role and Background
As a Receptionist and Administrative Assistant, Molly greets clients when they arrive for their appointments. She focuses on scheduling client meetings, booking meeting rooms and ensuring that the schedule flows smoothly. She helps build client relationships as the first point of contact in the office and for incoming phone calls. Prior to joining Vision Financial Group, Molly worked as a Program Director for a non-profit organization in Ames, IA called All Aboard for Kids.
Attended
Iowa State University, Bachelor of Science in Human Development and Family Studies, Minor in Psychology
First Job
Program Assistant at the Ankeny Community School District Before and After School Program
Outside of Work…
In my free time I love being with my friends and family, trying new things and making fun memories. I also love to go for walks with my puppy, Jacks, and spend time with him at the park. I’m an avid reader and have recently gotten into painting as well!
Donnet Nolte
Sr Operations Associate
DONNET NOLTE
Sr Operations Associate
Joined Vision Financial Group (VFG)
2016
Current Role and Background
In her client service-focused role, Donnet helps with new account opening, money desk and transfer requests, as well as any maintenance needed on client accounts such as address or beneficiary changes.
Donnet’s prior position was a mortgage processor with a large financial institution. She worked in two departments, new home purchase and refinance, during her time at that company.
Attended
University of Northern Iowa, Bachelor of Arts in Liberal Studies
First Job
Babysitter
Outside of Work…
I am spending time with my family. I enjoy watching two of my daughters compete on travel tournament softball teams as well as play high school softball. The rest of my free time is spent at home reading, watching movies, and completing projects.
Nick Oelmann
Sr Asset Management Associate
NICK OELMANN
Sr Asset Management Associate
Joined Vision Financial Group (VFG)
2021
Current Role and Background
Before working at Vision Financial Group, Nick worked at a global staffing company as a recruiter. His current role involves producing asset allocations for trade mapping and meeting purposes, monitoring financial accounts, executing trades, and participating in projects to ensure efficiency of processes.
Attended
Iowa State University, BS of Marketing with a Finance minor
First Job
I worked as a grocery clerk at Fareway
Outside of Work…
I am an avid sports fan and love spending time both playing and watching sports. I also enjoy spending time with friends and family, working out, and watching movies.
Kim Pegg
Sr Operations Associate
KIM PEGG
Sr Operations Associate
Joined Vision Financial Group (VFG)
2016
Current Role and Background
Kim supports our clients and VFG staff members in numerous ways. She assists with providing paperwork to update clients’ accounts, as well as handling client phone calls. Kim coordinates with our broker-dealer operations department to ensure timely, accurate submissions. Prior to working at VFG, she was a salon manager and hairstylist for 10 years.
First Job
Babysitter
Outside of Work…
I am spending quality time with my husband and kids. Our family enjoys camping and spending time with those we love.
Andrew Perry
Trade Review Principal
ANDREW PERRY
Trade Review Principal
Joined Vision Financial Group (VFG)
2021
Current Role and Background
As a Trade Review Principal, Andrew supervises financial professionals’ new business submissions as well as transactions in existing accounts to ensure regulatory, policy and procedural standards are met. He has held various positions in the industry for 15 years, but enjoys the supervisory role as it provides an opportunity to educate and work with financial professionals in a collaborative manner.
Attended
The University of Iowa, History and Political Science
First Job
I cleaned a bakery for a local Des Moines area grocery store.
Outside of Work…
I love spending any time with my wife and 2 daughters, I enjoy reading, and recently re-discovered the joy of riding a late-1970’s 10-speed road bicycle.
Sean Phillips, CFA
Solutions Architect
SEAN PHILLIPS, CFA
Solutions Architect
Joined Vision Financial Group (VFG)
2016
Current Role and Background
Sean works as a Financial Analyst with responsibilities primarily consisting of portfolio construction and trading. His most recent prior job was at a financial services firm in town, where he worked as a customer relationship manager on behalf of a small team of financial advisors.
Attended
Drake University, Bachelor degree in Finance and Accounting
First Job
Cashier at Sears
Outside of Work…
I enjoy spending time with friends and family. I enjoy cooking, brewing my own beer, and spending time outdoors wherever and whenever possible.
Summer Plourd
Accounting and Tax Consultant
Summer Plourd
Accounting and Tax Consultant
Joined Vision Financial Group (VFG)
2024
Current Role and Background
As an Accounting and Tax Consultant, Summer focuses on the preparation and review of individual and business tax returns and preparing tax projections. She also assists clients in the resolution of tax inquiries and helps with tax research when needed. Prior to joining Vision Financial Group, Summer has worked for mid-size regional public accounting firms to large corporate companies managing over $5 billion in assets. She has experience in the real estate, agriculture, small business, workers comp, risk management and insurance industries with over 10 years of experience.
Attended
Old Dominion University, Bachelors of Science in Business Administration
Old Dominion University, Master of Science in Accounting
First Job
Retail Sales Associate at The Body Shop in High School
Outside of Work…
Outside of work, I enjoy spending time with my friends and family, traveling, hiking, mountain biking, and paddle boarding. I love going to new places and exploring the cultural differences each area has to offer. On week nights, you’ll usually find me at home reading a book or going on walks to enjoy the sunset..
Rece Rinderknecht
Asset Management Associate
RECE RINDERKNECHT
Asset Management Associate
Joined Vision Financial Group (VFG)
2024
Current Role and Background
As an Asset Management Associate, Rece focuses on updating asset allocations for client meetings, trade mapping and execution, and monitoring financial accounts.
Attended
University of Iowa, Finance and Risk Management & Insurance
First Job
Valet Parking
Outside of Work…
I love to play golf and enjoy working on my game whenever I can. I also enjoy gaming, watching sports, working out, and spending time with friends and family.
Kelsey Rodgers
Sr Operations Associate
KELSEY RODGERS
Sr OPERATIONS ASSOCIATE
Joined Vision Financial Group (VFG)
2020
Current Role and Background
As an Operations Associate, Kelsey provides paperwork to update clients' accounts as well as handling phone calls. She completes client requests and performs tasks associated with client appointments. Prior to joining Vision Financial Group, Kelsey worked as a nursing assistant for 9 years.
Attended
Murray Community School
First Job
Babysitter
Outside of Work…
I am spending time with my husband, Awsten and 5 girls. We love enjoying time outside as we are fishing, camping, and at the ball fields with family and friends. In my free time I love doing as many DIY projects I can fit into the day.
Mindy Rogers
Human Resources Coordinator
MINDY ROGERS
Human Resources Coordinator
Joined Vision Financial Group (VFG)
2021
Current Role and Background
As a Human Resources Coordinator, Mindy is focused on employee engagement, talent acquisition, and HR administration. Before she joined Vision Financial Group, Mindy was a member of the operations team at an accounting firm.
Attended
Iowa State University, B.S. Event Management
First Job
Detasseling
Outside of Work…
I am always up for trying new things and visiting new places. I love to spend time outside kayaking, biking or gardening if the weather is nice. I also enjoy just curling up on the couch with a good book or learning how to cook a new recipe.
Jack Saunders
Asset Management Associate
JACK SAUNDERS
ASSET MANAGEMENT ASSOCIATE
Joined Vision Financial Group (VFG)
2024
Current Role and Background
As an Asset Management Associate, Jack focuses on updating and reviewing client portfolios as well as executing trades. Jack was also an intern at Vision Financial Group for 9 months before he joined as a full time employee.
Attended
Drake University, Finance and Management
First Job
Kohls
Outside of Work…
I enjoy spending time with my friends and playing games such as pickleball and disc golf. I also love serving in my local church community. As a newish hobby, I am trying to be a better cook as well.
Sue Schlegel
Operations Associate
SUE SCHLEGEL
operations associate
Joined Vision Financial Group (VFG)
2017
Current Role and Background
Sue makes client appointments, completes tasks associated with client requests, and performs tasks associated with client appointments. Prior to joining VFG, Sue was the leader of an operations department as back office administration for life insurance carriers.
Attended
Creighton University, BA in Psychology
First Job
Place’s Variety Store as a customer service clerk
Outside of Work…
I enjoy spending time with family, vacationing in Mexico and watching my favorite shows on TV.
Quentin Sefrit
Asset Management Coordinator
QUENTIN SEFRIT
Asset Management Coordinator
Joined Vision Financial Group (VFG)
2021
Current Role and Background
As the Asset Management Coordinator Quentin will assist Vision Network advisors/assistants with asset management services including new account openings, transfers, and trading. He will also be a reference for field offices in a number of other areas such as broker-dealer/OSJ and trading operations. Prior to joining Vision Financial Group, Quentin interned at Vision during his senior year of college. He also worked as a bank teller at a community bank during high school and at a telephone company during the summers while in college.
Attended
Simpson College, BA in Economics: Finance with minors in Business Analytics and Management
First Job
I was a lifeguard at the local city pool and taught swimming lessons.
Outside of Work…
I enjoy working on and restoring old cars as well as watching and playing sports. I also enjoy watching movies/musicals and spending time with family and friends.
Lana Snyder
Executive Assistant
LANA SNYDER
Executive Assistant
Joined Vision Financial Group (VFG)
2023
Current Role and Background
Lana serves as an executive assistant for Financial Advisor, Peter Hill. As an executive assistant, Lana works directly with clients and advisors and coordinates Peter’s schedule. Before joining Vision Financial Group, Lana worked at another financial services organization.
Attended
University of Minnesota – Crookston Hotel, Restaurant & Institutional Management
First Job
Manager, Chili’s Bar and Grill
Outside of Work…
I enjoy spending time with my husband Bill, and his two sons, Hunter and AJ, along with our two dogs, Gi Gi and Gary. We all enjoy running, being at the lake, and going on road trips. I am also a running coach so often you will find me out with a group of runners helping them to be better runners.
Kyle Smith
Operations Associate
KYLE SMITH
Operations associate
Joined Vision Financial Group (VFG)
2016
Current Role and Background
Kyle processes client meeting files and notifies the asset management team of requested investment trades. She makes sure all client files are scanned for paperless documentation, and provides back up for scheduling client meetings, processing mail, and aiding with paraplanning as needed. Prior to joining Vision Financial Group, Kyle was a Sales Team Leader and Account Manager.
Attended
Iowa State University, Business degree
First Job
Working in a claims department
Outside of Work…
I serve as a Department Superintendent at the Iowa State Fair for 4H and FFA.
Jacob Tennyson
Asset Management Associate
JACOB TENNYSON
asset management Associate
Joined Vision Financial Group (VFG)
2023
Current Role and Background
As an Asset Management Associate, Jacob focuses on producing asset allocations for trading and client meeting purposes and executing trades. Prior to working at VFG, Jacob worked in a sales role.
Attended
Iowa State University, Finance
First Job
Kwik Trip Guest Service
Outside of Work…
I spend most of my time watching sports with either family or friends. I also love to travel and enjoy watching movies.
Emily Tripp
Sr Financial Plan Associate
EMILY TRIPP
Sr Financial Plan Associate
Joined Vision Financial Group (VFG)
2013
Current Role and Background
Emily assists advisors with the development and ongoing maintenance of financial plans. She previously worked in the home mortgage division at a large financial institution.
Attended
Simpson College, double major in Economics with an Emphasis in Finance, and Mathematics
First Job
Nanny for two children
Outside of Work…
I reside in Urbandale with my significant other, Rob, my daughter, Sella, and my son, Bodie. In my free time, I enjoy attending my children's activities, spending time with family and friends, attending church events, and staying physically active through running, hiking, and cycling. I am also a big supporter of Iowa Hawkeye athletics. Go Hawks!
Anne Tulley
Administrative Assistant/Receptionist
ANNE TULLEY
Administrative Assistan/Receptionist
Joined Vision Financial Group (VFG)
2024
Current Role and Background
As a Receptionist and Administrative Assistant, Anne greets clients when they arrive for their appointments. She focuses on scheduling client meetings, booking meeting rooms and ensuring that the schedule flows smoothly. She helps build client relationships as the first point of contact in the office and for incoming phone calls. Prior to joining Vision Financial Group, Anne worked as a teller at First Central State Bank in eastern Iowa. This is where Anne’s passion for the financial services industry and customer service began.
Attended
Clinton Community College, Associates in Business Management
First Job
Waitress at Wapsi Oaks Country Club
Outside of Work…
I enjoy venturing outdoors to go on walks with my friends and family, as well as spend time with my fiance, Sawyer, practicing pickleball. I’ve also recently gotten into watching football with him(Go Pack Go!) and am excited for the football season to begin.
Sonali Upadhye
Operations Associate
Sonali Upadhye
Operations Associate
Joined Vision Financial Group (VFG)
2024
Current Role and Background
As an Operations Associate, Sonali helps with new account opening and also provides paperwork to update clients' accounts as well as handling phone calls. She completes client requests and performs tasks associated with client appointments. Prior to joining Vision Financial Group, Sonali worked at another Financial company.
Attended
Normandale College
First Job
Computer teacher/Instructor
Outside of Work…
I enjoy spending time with my family and close friends. I like to read and watch my favorite TV shows. I also enjoy gardening.
Aimee Van Roekel
Senior Paraplanner
AIMEE VAN ROEKEL
senior Paraplanner
Joined Vision Financial Group (VFG)
2006
Current Role and Background
As a Paraplanner, Aimee focuses on the preparation of client meeting agendas and follows up on post-meeting tasks. She also resolves customer queries on a wide variety of topics. Prior to joining Vision Financial Group, Aimee worked as a Business Analyst at a large insurance company.
Attended
Simpson College, Management and French degrees
Drake University, MBA and Master of Arts in Teaching
First Job
Cashier at Fareway
Outside of Work…
I love playing volleyball and attending my children’s activities.
Phyllis Vance, CFA
Chief Financial Strategist
PHYLLIS VANCE, CFA
Chief financial Strategist
Joined Vision Financial Group (VFG)
2017
Current Role and Background
Phyllis is our Chief Financial Strategist, focusing on investment analysis. As a Chartered Financial Analyst (CFA), she adds an additional layer of perspective to the analytical approach of the Vision Financial Group Investment Committee. Phyllis has over thirty years of experience which includes serving as an analyst and portfolio manager for a global financial investment management firm. Her experience includes domestic and international equities as well as commercial real estate research.
Attended
Iowa State University, B.S. Industrial Administration
First Job
Cafeteria help
Outside of Work…
My interests, outside of financial markets, include fly fishing, jewelry making, reading, and experimenting with new recipes. I am also learning to make quilts, and have joined a group that donates them.
Cindy Vandenburg
Senior Insurance Solutions Specialist
CINDY VANDENBURG
senior insurance solutions specialist
Joined Vision Financial Group (VFG)
1990
Current Role and Background
Cindy has been with the same firm throughout her financial career, which spans over 29 years. Her current position is support staff for a financial advisor, and assisting with health insurance, disability insurance, life insurance, and long-term care. Her previous career was as a school teacher.
Attended
University of Northern Iowa, BA in Elementary Education with an Early Childhood endorsement
First Job
Teaching Special Education at Ben Milam Elementary in Harlingen, TX
Outside of Work…
I like to spend time with my three granddaughters. Also, my passion is golf, so I like to spend as much time as I can doing that with family and friends.
Rhonda Viktora
Sr Licensing/Carrier Appointment Specialist
RHONDA VIKTORA
Sr Licensing/Carrier Appointment Specialist
Joined Vision Financial Group (VFG)
2016
Current Role and Background
In 2016, First Financial Center, Rhonda’s previous employer, merged with VFG. Rhonda had been with FFC for 15 years so brought a lot of experience to VFG. Rhonda handles the contracting and licensing for our reps and helps with new business as part of the Risk Management team. She also assists with event and meeting planning, and produces the monthly Leader Board and Newsletter. Previously Rhonda worked for John Hancock, Ohio National and Western Fraternal Life.
Attended
Kirkwood Business College
First Job
De-tasseling corn
Outside of Work…
I enjoy hanging out with my friends and family. I enjoy traveling and shopping around in small town boutiques and “junk shops”. My daughter lives in Colorado and that is a great state to visit! I belong to an Iowa hiking group and enjoy meeting new friends and hiking different trails around the state.
Ryan Webb
Asset Management Associate
RYAN WEBB
Asset Management Associate
Joined Vision Financial Group (VFG)
2024
Current Role and Background
As an Asset Management Associate, Ryan focuses on trade execution, reviewing and updating asset allocations for client meetings and trades, and monitoring financial accounts. Prior to joining Vision Financial Group, Ryan worked as a merchandiser at Iowa Beverage.
Attended
Iowa State University, Finance and Management
First Job
Guest Service at a golf course
Outside of Work…
I like to spend my time on golf courses in the summers and playing hockey in the winters. I listen to a lot of country music and enjoy traveling to new places with my family and friends. I closely follow and root for all Iowa State athletic teams. Go Clones!
Melissa Wessels
Executive Assistant
MELISSA WESSELS
Administrative Assistant
Joined Vision Financial Group (VFG)
2018
Current Role and Background
Melissa serves as an Executive Assistant for her husband, Jim Wessels, and handles various marketing projects for the firm.
Attended
University of Iowa, Bachelor of Pharmacy (BPharm)
First Job
Taco Stuffer at the Sombrero Restaurant. My parents owned the restaurant.
Outside of Work…
I keep busy with kids’ activities (show choir and track), Hawkeye football games, or reading a good book.
Nick Wessels
Paraplanner
NICK WESSELS
paraplanner
Joined Vision Financial Group (VFG)
2016
Current Role and Background
As a Paraplanner, Nick focuses on the preparation of client meeting agendas. He assists clients in the resolution of inquiries and follows up on post-meeting client tasks. Nick started at VFG as an intern in 2016 and has worked with several departments including the asset management, paraplanning, and financial planning teams.
Attended
South Dakota State University, Business Economics major, Entrepreneurial Studies minor
First Job
Mowing lawns and interior painting of houses
Outside of Work…
I love hanging out with family and friends. I also enjoy frisbee golfing, working out, watching movies, and tailgating at Iowa football games with my parents in my free time.
Taylor White
Partner, Managing Director of Ensemble Services
TAYLOR WHITE
partner, managing director of ensemble services
Joined Vision Financial Group (VFG)
2013
Current Role and Background
Taylor oversees Client Operations and helps representatives throughout our network create efficiencies within their business practices through unique technological and operational solutions. Before coming to work at Vision Financial Group, she worked for a registered representative’s office in Minneapolis.
Attended
Iowa State University, Bachelors of Science in Marketing and Management
First Job
Front desk staff for a fitness club
Outside of Work…
I enjoy spending time with my husband, daughter and Labrador, fostering dogs through a local rescue organization, reading, and working out.
Nathan Wick
Asset Management Team Manager
NATHAN WICK
Asset Management team manager
Joined Vision Financial Group (VFG)
2020
Current Role and Background
Before working at Vision Financial Group, Nathan worked at a community bank in Winona, MN in the credit card and credit analysis departments. His current role involves working with asset allocations for trade mapping and meeting purposes, monitoring financial accounts, executing trades, and participating in projects to ensure efficiency of processes.
Attended
Winona State University, BS of Finance with a minor in Economics
First Job
I was a lifeguard and swimming lessons teacher at a local pool.
Outside of Work…
I am an avid deer hunter and love spending time out in the woods. I also enjoy both watching and playing sports, reading, watching movies, working out, as well as spending time with friends and family.
Lisa Wieskamp, SPHR®, CPFA®
Director of Human Resources
LISA WIESKAMP, SPHR®, CPFA®
Director of Human Resources
Joined Vision Financial Group (VFG)
2012
Current Role and Background
Lisa serves as the Director of Human Resources for Vision Financial Group. She has held several different roles at VFG, including working with retirement plans, paraplanning, and preparing asset allocations. Prior to working at VFG, Lisa served in several different roles in the Retirement Plan Services division at a large insurance company. Previous job titles also include receptionist, COBOL programmer, and bailiff.
Attended
Upper Iowa University, BSc degree in Management
First Job
I worked at a law firm during high school.
Outside of Work…
I love spending time with my family and traveling to new locations as well as old favorites. Recommendations for good books, good restaurants, and good vacation spots are always appreciated!
Margie Witt
Executive Assistant
MARGIE WITT
EXECUTIVE ASSISTANT
Joined Vision Financial Group (VFG)
2021
Current Role and Background
Margie serves as an executive assistant for Financial Advisor Mike Berry. Margie provides the bedrock of client relations with Wealth Builders, Inc., beginning in 1996 .
Attended
Marshalltown High SchoolFirst Job
Car Hop Waitress (no roller skates) at Dog N Suds
Outside of Work…
Spending time with 2 children, 6 grandchildren, family, and friends. I enjoy gardening, fishing, and traveling.