Our team is proud to provide a breadth of experience, specialized financial knowledge and elevated level of service to all our clients. We work together to serve your goals and help you meet your financial future with more confidence.


Our advisors

David G Barzen

CFP®

Private Wealth Advisor

Franchise Owner
Learn more about David G Barzen Visit David G Barzen's website

Kristy R Barzen

CFP®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Learn more about Kristy R Barzen Visit Kristy R Barzen's website


Our team

Robyn Leon

Robyn Leon

Operations Manager

Jackson Barzen

Jackson Barzen

Marketing Manager

Personal Intro

Welcome our newest team member and recent Iowa State Graduate. He enjoys people, traveling, bike riding, snow skiing, martial arts, video games, horror movies and being an entrepreneur. He is great with people and we are happy to have our oldest son join our practice.

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Briana Sanders

Briana Sanders

Client Concierge