Founder & Partner
515-957-2141 ext. 1000
Cathy began her career as a financial advisor with Waddell & Reed in 1985. Since then she has had the privilege of developing client relationships with many wonderful individuals and families whom she considers friends. Cathy is a...
515-957-2141 ext. 2000
Tim began his career as a financial advisor in 2010. He thoroughly enjoys working with clients to help them pursue their goals. Tim's focus is in client relationship management, investment analysis, survivor-needs planning...
Director of Operations
515-957-2141 ext. 5000
Collin began working as a support intern for the Waddell & Reed office in West Des Moines in 2017. After graduating from Drake University in 2018, he transitioned to a full-time assistant role with what is now known as Harvest...
Director of First Impressions
515-957-2141 ext. 7000
Angela joined the group in October of 2019 as Lead Client Relations Coordinator to both Cathy and Tim. Angela is the first person of contact in appointment setting, correspondence and follow up. She specializes in...
515-957-2141 ext. 3000
Rob is an LPL Financial Advisor. Mr. Sayer and his family moved to Iowa in 2014 from Las Vegas, NV. He specializes in comprehensive financial planning, retirement planning, insurance planning...
Greg began his career as a financial advisor with Waddell & Reed in 2014. He enjoys getting to know each client, understanding their unique situation and developing a plan to help reach their goals. Aside from work, Greg enjoys...