Team profile

What you can expect when you work with us

The right financial advice can help prepare you for whatever life brings — both the expected and the unexpected.

When you work with us, you receive:
  • 1:1 financial advice based on your goals and needs.
  • Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.
  • Regular meetings to review your goals, progress, and investments.
  • Anytime access to your investments and digital tools to help you stay on track.

Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you.
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Areas of focus

  • Retirement Planning Strategies
  • Estate Planning Strategies
  • Tax Planning Strategies
  • Saving for Education
  • Insurance
  • Charitable Giving
  • Investment Management
  • Intergenerational Planning

Awards & recognition

  • Jeffrey Brandt, Barron’s Top 100 Independent Financial Advisors, 2024
  • Ascendant Wealth Management Group, Ameriprise Client Experience Award, 2023
  • Ascendant Wealth Management Group, Forbes Best-in-State Wealth Management Teams, 2023, 2024
  • Jeffrey Brandt, AdvisorHub Advisors to Watch (over $1Bil), 2023, 2024
  • Jeffrey Brandt, Barron’s Top 1,200 Financial Advisors, 2023

Community participation

2019 Trinity Hospice Ball in Fort Dodge, IA
2019 Trinity Hospice Ball in Fort Dodge, IA
  • Algona Chamber of Commerce
  • Carroll Chamber of Commerce
  • Clarion Chamber of Commerce
  • Fort Dodge Growth Alliance
  • Webster City Chamber of Commerce
  • Domestic/Sexual Assault Outreach Center
  • Young Professionals of Fort Dodge
  • Algona BRAK Sponsor
  • Webster City St. Thomas Aquinis Gala Sponsor
  • Fort Dodge Swing for a Cure Sponsor
  • Brushy Creek Honor Flight Sponsor
  • Clarion Ruritan Club
  • Clarion Lions Club

Honored to be recognized in Barron’s

My team and I are committed to helping our clients achieve their financial goals, both today and tomorrow. Barron’s has recognized this dedication by including me on their 2024 Top 100 Independent Financial Advisors list. I’m honored, and I’d like to thank my hard-working team and our loyal clients for making this recognition possible. I look forward to continuing our work together!

Our photos

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