Your life is your legacy.
Start living it today.

Are you ready to pursue your passions, make a powerful impact and protect your financial health for future generations? Then you’re ready to build a legacy beyond wealth. And we’re ready to help by giving you the time to live your Life Worth.

Email one of our team members, call our office, or simply fill out the form below to receive more information or request a meeting. We’ll be in touch with you promptly.


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    Christine Fleming Halbrook
    Chief Investment Officer
    Tim Kadlec
    OFFICE 515.421.4870

    4601 Westown Pkwy | Suite 220 | West Des Moines, IA 50266