Staff Biographies

As investment professionals in Burlington and West Burlington, Iowa, we strive to help clients achieve their financial goals by using a variety of investment strategies.  Whether just starting your IRA or rolling over a 401k as you plan for retirement, we have the tools and experience for you.


Mike Schwenker, CLU, ChFC®
SPF* Program Manager, Financial Consultant

  • Associate in Arts
  • Bachelor of Science, Business Administration and Management
  • Chartered Life Underwriter (CLU)
  • Chartered Financial Consultant (ChFC)
  • Securities Series 6, 7, 26, 63, and 65 registered
  • Registered in Iowa, Illinois, Arizona, California, Colorado, Florida, Georgia, Kansas, Minnesota, Missouri, Nebraska, New Mexico, North Carolina, Ohio, Oregon,  South Carolina, South Dakota, Texas, and Washington
  • Life, Health, and Accident licensed
Mike Schwenker, Financial Consultant

Lisa Walsh, MBA
SPF* Registered Representative

  • Bachelor of Arts, Business Administration
  • Master of Business Administration
  • Securities Series 7, 24, and 63 registered
  • Registered in Iowa and Illinois
  • Life, Health, and Accident licensed
Lisa Walsh, Registered Representative



Karen Cottrell
SPF* Administrative Assistant

  • Four Points Goodwill Ambassador
  • Greets all clients and guests
  • Prepares all paperwork and correspondence
Karen Cottrell, Administrative Assistant