Team
How We Work
Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.
Our team approach adds perspective to all we do and provides increased benefits to our clients.
Meet Our Team
Find a Financial Professional
- Alex Sturm
- Jake Nitz
- Tracey Shryack
- Vince Sturm
Alex Sturm
Financial Advisor, Director of Trading & Technology
(515) 465-9102
Alex Sturm began his career in financial services three years ago with Wells Fargo Home Mortgage as an Executive Office Case Specialist after graduating from the University of Iowa with a double major in finance and leadership...
Vince Sturm
President, Financial Advisor
(515) 465-9102