DIRECTORY OF ALLIED PROFESSIONALS
DIRECTORY OF ALLIED PROFESSIONALS
The following is a directory of allied professionals from across the country who have a Wartburg College connection as alumni, parents or friends. This directory is provided as a resource for fellow alumni, parents and friends of the college who are seeking estate planning and financial planning advice. These professionals are listed by geographic area to assist you in finding guidance from someone who lives in your area and who has a Wartburg connection. The planned giving staff at the college are willing and ready to work with you and your advisors in helping you reach your goals as you plan future gifts through your estate. We believe that charitable planning is a process that ideally involves the donor, professional advisors and our gift planning staff—all working together to arrange the best gift possible.
If you are a professional advisor and want to be added to this list, please contact Kim Bunce at Wartburg College at kimberly.bunce@wartburg.edu with your contact information. Please indicate your relationship with Wartburg College.
Please note that inclusion on this list is for informational purposes only and does not represent an endorsement by Wartburg College of any individual or company.
Full Name | Title | Company | Address | Work Phone | |
COLORADO | |||||
Reverend Dr. Ron Beckman, CFRE | Gift and Trust Consultant | The Good Shepherd Fund | 5128 W. 107th Court Westminster, CO 80031 |
303-464-8136 | r.beckman@comcast.net |
Corey Mable | Financial Consultant | AXA Advisors, LLC | 8742 Lucent Blvd., Suite 600 Highlands Ranch, CO 80129 |
303-305-5430 | corey.mable@axa-advisors.com |
IOWA | |||||
Todd W. Anderson | Attorney | Elderkin & Pirnie, PLC | 316 2nd St. S.E., Suite 124 Cedar Rapids, IA 52401 |
319-362-2137 | tanderson@elderkinpirnie.com |
Jeff Beck | Financial Advisor & Group Benefits Consultant | Group Benefit Partners | 1300 10th Ave. S.W., Ste. C, Waverly, IA 50677 |
319-596-6037 | jbeck@gbp-fi.com |
Ben Brannaman | Director of Development – Eastern Region | The Navigators | Lisbon, IA 52253 | 319-693-9520 | ben.brannaman@gmail.com |
Jeff Conrey, CTFA | Vice President & Trust Officer | First Bank Wealth Management & Trust | 316 E. Bremer Ave. P.O. Box 837 Waverly, IA 50677 |
319-352-1340 | JeffC@firstiowa.bank |
Jeff Conrey, CTFA | Vice President & Trust Officer | First Bank Wealth Management & Trust | 602 Main St. P.O. Box 189 Cedar Falls, IA 50613 |
319-266-2000 | JeffC@firstiowa.bank |
Laurie L. Dawley | Attorney and Senior Vice President | Shuttleworth & Ingersoll, P.L.C. | 115 3rd St. S.E., Suite 500 Cedar Rapids, IA 52401 |
319-731-2371 | lld@shuttleworthlaw.com |
Angelina M. Dietz | Trust Officer | State Bank | 1503 4th St. S. W., Waverly, IA 50677 | 319-483-1071 | adietz@statebankia.com |
Kevin M. Eslick | Financial Advisor | Eslick Financial Group |
999 Home Plaza, Suite 201 Waterloo, IA 50701 |
319-833-5555 | keslick@eslickfinancial.com |
Curtis Fett | Financial Planner | Hoyng Insurance Group | 2180 N.W. 156th St., Suite 103 Clive, IA 50325 |
515-331-0005 | fettc3@nationwide.com |
Adam Gent | Executive Sales Leader | HealthMarkets, Gent Agency | 225 Beaver Kreek Center, Suite A North Liberty, IA 52317 |
319-626-3522 | adam.gent@healthmarkets.com |
Peter Hill, CHFC | Financial Planner | Vision Financial Group | 4140 Grand Ave. Des Moines, IA 50312 |
515-243-2222 | p.hill@vfghelps.com |
Andrew B. Howie | Shindler, Anderson, Goplerud & Weese P.C. | 5015 Grand Ridge Dr., Suite 100 West Des Moines, IA 50265-5749 |
515-223-4567 | howie@sagwlaw.com | |
Douglas Hoyng | President/Agency Owner | Hoyng Insurance Group | 2180 N.W. 156th St., Suite 103 Clive, IA 50325 |
515-331-0005 | hoyngd1@nationwide.com |
Dr. Rachelle L. Keck | University President | Grand View University | 1200 Grandview Ave. Des Moines, IA 50316 |
515-263-2802 | president.keck@grandview.edu |
John R. Johnston, CSA, LUTCF | Life Insurance/Financial Planning | Johnston Financial Services | 116 W Bremer Ave. Waverly, IA 50677 |
319-352-5938 | johnjohnston@johnstonfinancialservice.com |
John Larsen | Attorney | Redfern, Mason, Larsen and Moore, P.L.C. | 415 Clay St., Cedar Falls, IA 50613 | 319-277-6830 | jclarsen@cflaw.com |
David C. Matthias | Agent | Farm Bureau Financial Services | 2018 E. Bremer Ave. |
319-352-3667 | david.matthias@fbfs.com |
C. Kevin McCrindle | Attorney | McCrindle Law Firm | 607 Sycamore, Suite 500 Waterloo, IA 50703 |
319-234-0535 | kevin.mccrindle@mccrindlelaw.com |
Amanda Moorman | Financial Advisor | Morgan Stanley Wealth Management | 801 Grand Ave. Des Moines, IA 50309 |
515-283-7009 | Amanda.moorman@morganstanley.com |
James P. Moriarty | Attorney and Counselor At Law – Mediator | James P. Moriarty, PC | Armstrong Centre 222 3rd Avenue S.E., Suite 265 P.O. Box 1921 Cedar Rapids, IA 52401-1541 |
319-366-2307 | jpmoriarty@dybb.com |
Kevin L. Murray, P.C. | Attorney | Kevin Murray, P.C. | 114 N 6th St. Sac City, IA 50583 |
712-662-7606 | klmpc@frontier.net |
Bret R. Larson | Associate Attorney | Orsborn, Milani, Mitchell & Goedken, L.L.P. | 110 E. 3rd St. P.O. Box 878 Ottumwa, IA 52501 |
641-682-5447 | blarson@ommglaw.com |
Juan Rodriguez | Investment Advisor Representative |
Cedar Valley Wealth Management | 2349 Jamestown Ave., Suite 4E Independence, IA 50644 |
319-332-0176 | Juan@CedarValleyWealthManagment.com |
Mark Rolinger | Attorney | Redfern, Mason, Larsen and Moore, P.L.C. | 415 Clay St., Cedar Falls, IA 50613 | 319-277-6830 | mrolinger@cflaw.com |
Lynn M. Smith | Partner | Swisher & Cohrt, PLC | 528 W. 4th St. Waterloo, IA 50701 |
319-232-6555 | lsmith@s-c-law.com |
Troy A. Smith, CPA | Vice President / Managing Director / Trust Officer | US Bank - Private Client Group | 425 Cedar St. Waterloo, IA 50701 |
319-235-2301 | troy.smith@usbank.com |
Sarah (Corpstein) Specht ’05 | Financial Advisor | World Trend Financial | 221 3rd Ave. S.E., Suite 215 Cedar Rapids, IA 52401 |
319-364-3041 | sspecht@tld-inc.com |
Michael R Stensland | Qualified Kingdom Advisor , FIC , RICP® Financial Consultant Greater Iowa Region |
Scenic City Financial Group Thrivent Financial® |
703 S. Oak St. Iowa Falls, IA 50126-9546 |
641-648-2067 888-346-8750 |
Mike.Stensland@Thrivent.com |
Timothy M. Sweet | Sweet & Hartman, PLC | 305 Main St. P.O. Box B Reinbeck, IA 50669 |
319-345-6496 | justice@sweetlawplc.com | |
Michael (Mike) J Truesdell | Certified Kingdom Advisor® , FIC Financial Consultant |
Scenic City Financial Group Thrivent Financial® |
703 S. Oak St. Iowa Falls, IA 50126-9546 |
888-346-8750 | Mike.Truesdell@Thrivent.com |
ILLINOIS | |||||
Suzanne M. Cahalan | Attorney-at-Law | 909 South Wheaton Ave. Wheaton, IL 60189 |
630-690-7415 | smcahalanlaw@gmail.com | |
INDIANA | |||||
Scott T Budlong, MBA | Financial Associate | Mid America Region South Shore Group CA Insurance ID 0K21934 Thrivent Financial® |
819 E. 64th St., Suite 103 Indianapolis, IN 46220 |
317-800-3357 | scott.budlong@thrivent.com |
MINNESOTA | |||||
Gene E. Adkins | Attorney | Hitchcock Law Firm, PLLC | The Barrister Building, 1465 Arcade St., St. Paul, MN 55106 | 651-289-8321 | gadkins@hitchcocklaw.com |
Jonathan P. Horick | CFA, Chief Investment Officer | MBW Group dba Together Capital Advisors | 706 2nd Ave. S., Suite 300 Minneapolis, MN 55431-1220 |
612-339-7385 | jon.horick@mbw.group |
NEBRASKA | |||||
Ross Polking, CFP, AIF, MBA | Lead Advisor | Foster Group | 8901 Indian Hills Dr., # 300A Omaha, NE 68117 |
402-733-1700 800-798-1012 |
rossp@fostergrp.com |
WISCONSIN | |||||
Bob Pencil, CRPC® | Registered Investment Advisor Representative | Conceptual Advisors | 3962 N. Richmond St., Suite B Appleton, WI 54913 |
920-731-9500 X102 | bpencil@conceptualadvisors.com |
Angela J. Heuck | Founder/President | Uplift |
7235 Moraine Valley Court Stevens Point, WI 54482 |
715-347-1446 | angie@upliftingwomen.org |