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.
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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
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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
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Karen Cottrell
SPF* Administrative Assistant
- Four Points Goodwill Ambassador
- Greets all clients and guests
- Prepares all paperwork and correspondence
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