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Our Difference is
Your Advantage

We surround clients with collaborative problem solvers. We put the needs of our clients, the team, and our community above our individual desires.

Introducing nearly 50 financial service professionals with an incredible amount of passion for what we do. Get to know us. We’re the ones that make Vision Financial Group different.


Comprehensive

Holistic financial solutions

Collaborative

Team-based approach

Credentialed

Depth of EXPERIENCE

Connected

Our work is personal






Peter Hill, ChFC® Photo
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Peter Hill, ChFC®

Partner, Financial Advisor

Peter Hill, ChFC®

Partner, Financial Advisor

p.hill@vfghelps.com

Joined Vision Financial Group (VFG)

1993

Current Role and Background

Peter started his career in 1993 after graduating from Wartburg College, Waverly, IA. He grew up on a farm in Hamilton County, 55 miles north of Des Moines, and has used this background in his financial planning career, helping individuals, small businesses and families through their estate planning and retirement goals. In addition, Peter has developed a niche in the public-sector marketplace working with city, county, and state employees. Clients appreciate Peter for being a good listener, a problem solver, and someone who can explain financial concepts in a way they can understand.

Attended

Wartburg College, BA in Business Administration – Finance and minor in Accounting

First Job

My first job was working on my family’s farm. From a young age, I helped in many roles. We had livestock including cattle, pigs and turkeys as well as a grain operation. I learned the value of hard work and the importance of financial planning for small businesses.

Outside of Work…

I stay actively involved in my church, serving in several leadership roles. I am also an active member with Million Dollar Round Table (MDRT)*, The Premier Association of Financial Professionals, where I have served in many committee roles and most recently completed a three-year term as a trustee for the MDRT Foundation. I enjoy running and competing in road races along with spending time with my wife Leah and three children, Naomi, Lydia and Levi.

* Members qualify for the Million Dollar Roundtable (MDRT) based on meeting a certain level of premium, commission or income during the year in addition to meeting ethical standards

Jared Sutton, CFA, CFP® Photo
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Jared Sutton, CFA, CFP®

Partner, Financial Advisor

Jared Sutton, CFA, CFP®

Partner, financial advisor

j.sutton@vfghelps.com

Joined Vision Financial Group (VFG)

2008

Current Role and Background

As an advisor and partner at Vision Financial Group, Jared works to help people get clear about their objectives, why they’re important and how to make them happen. The firm takes a “whole person” approach. Our comprehensive, values-based method is highly valued by clients and is revolutionizing the way planning should be. Jared’s background includes technology and finance. He also holds the highly regarded industry designations of Certified Financial Planner and Chartered Financial Analyst (CFA®).

Attended

Indiana University - Bloomington, Business and Computer Science
University of Iowa, MBA with Finance Emphasis

First Job

Becoming a nerd for open source platforms while working with an internet company.

Outside of Work…

I read, volunteer, and enjoy time in nature with my wife and critters.

James Wessels, CPA/PFS, CFA Photo
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James Wessels, CPA/PFS, CFA

Partner, Financial Advisor

James Wessels, CPA/PFS, CFA

Partner, Financial Advisor

j.wessels@vfghelps.com

Joined Vision Financial Group (VFG)

2006

Current Role and Background

Jim's financial career spans two decades. He has built a diverse background in pension, tax planning, estate planning strategies, financial planning and investments.

Jim acquired a deep understanding of all types of retirement plans in his years at a global financial services company where he consulted with other professionals and business owners to help design effective, goal-based pension programs. Jim also served as a mutual fund analyst where he covered financial services, outsourcing, health care, energy, and utility industries. His most extensive analysis was with oil and gas where he led coverage of the energy industry for domestic and international companies.

Jim holds a Certified Public Accountant (CPA) designation. While he does not currently practice tax or public accounting, he did have his own tax practice. He uses this background to help clients with their overall financial planning and to tailor investments appropriately. His continuing education to maintain his CPA designation remains focused on trusts, taxation and estate planning. Through the American Institute of CPAs, Jim has earned the Personal Financial Specialist (PFS) credential, demonstrating his knowledge and experience in personal financial planning. Jim also holds the Chartered Financial Analyst (CFA) designation.

Attended

University of Iowa, BBA in Accounting
University of Iowa, MBA with Finance Emphasis

First Job

Mowing yards for neighbors

Outside of Work…

My wife Melissa and I have two children, Nicholas and Stephanie. I am an avid Iowa Hawkeye supporter. I’m also active in the Des Moines community. I serve as Treasurer of Central Iowa Shelter & Services and have served on the board of Junior Achievement, the Investment Committee of United Way of Central Iowa, and the Investment Committee of the United Way Emerging Leaders Initiative. I currently volunteer at the University of Iowa, serving as an Investment Advisory Board Member of the University of Iowa Krause Fund where I help oversee an investment fund run by students.

Eric Lewis, CFA Photo
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Eric Lewis, CFA

Financial Advisor

Eric Lewis, CFA

Financial Advisor

e.lewis@vfghelps.com

Joined Vision Financial Group (VFG)

2018

Current Role and Background

Eric is a registered representative of Voya Financial Advisors who also serves on our investment committee. Prior to serving in this role at Vision Financial Group, he spent fourteen years as a global equities research analyst at a Fortune 500 company. As an investment analyst he covered several industries including materials, energy, and real estate. Eric provides additional depth and experience in investment research and analysis to our credentialed investment management team.

Attended

Drake University, Bachelor of Science in Finance/ Actuarial Science, and a minor in Mathematics

First Job

Detasseling corn

Outside of Work…

I can usually be found watching my three children participate in a variety of sports and other activities.

Our family loves spending time outdoors, especially camping, hiking, and biking. In my free time I also enjoy fly fishing, including tying my own flies.


Adam Perkins, CRPC® Photo
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Adam Perkins, CRPC®

Financial Advisor, General Securities Representative

Adam Perkins, CRPC®

Financial Advisor, General Securities Representative

a.perkins@vfghelps.com

Joined Vision Financial Group (VFG)

2016

Current Role and Background

Adam provides investment guidance, financial planning support, and relationship management between clients and the VFG staff. He also offers subject matter experience to fellow advisors in annuities and protection strategies for their clients. Adam started his career at VFG as a part of the Investment Management and Asset Allocation team, then became registered as an Investment Advisor Representative of Voya Financial Advisors along with licensing in life/health insurance, and earned the designation of CRPC®.

Attended

Drake University, Entrepreneurial Management and Marketing degrees with a Concentration in Finance

First Job

Cub Scout Camp Counselor

Outside of Work…

I am exploring everything Des Moines has to offer, especially the bike trails. I am an Ambassador of the Greater Des Moines Partnership’s Young Professionals Connection.

J.D. Vandenburg, CRPC® Photo
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J.D. Vandenburg, CRPC®

Financial Advisor

J.D. Vandenburg, CRPC®

Financial Advisor

j.vandenburg@vfghelps.com

Joined Vision Financial Group (VFG)

2015

Current Role and Background

JD works with individuals, families and small businesses to help them understand and work toward their financial goals. Before joining the financial services industry he worked for Walgreens as an Assistant Store Manager for nearly 8 years.

Attended

Iowa State University, B.A. degree in Business Management

First Job

Bussing tables at Gino’s

Outside of Work…

I love spending time with my wife Abigail and daughters Maya and Saige. We are a very active family that loves spending time in the outdoors with friends and family. We have recently moved to Bondurant and are enjoying getting involved in our new community.

Chris Ballou Photo
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Chris Ballou

Financial Professional, Retirement Plan Professional

Chris Ballou

Financial Professional, Retirement Plan Professional

c.ballou@vfghelps.com

Joined Vision Financial Group (VFG)

2018

Current Role and Background

Chris assists clients and advisors with multiple aspects of retirement plans, including proposal generation, plan design help, investment selection and monitoring, implementation coordination, and plan reviews. Prior to joining Vision Financial Group, Chris spent 18 years at a large brokerage firm serving private clients.

Attended

Iowa State University Bachelor of Science in Biology

First Job

De-tasseling corn

Outside of Work…

I spend most of my free time with our daughter. When free time allows, I enjoy an occasional woodworking project as well as hunting and fishing.

Matt Boehnke Photo
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Matt Boehnke

Director of Financial Planning

Matt Boehnke

Director of Financial Planning

m.boehnke@vfghelps.com

Joined Vision Financial Group (VFG)

2010

Current Role and Background

Matt works on the development, analysis and implementation of financial plans with our clients along with the advisors and clients affiliated with TAG. He also serves as a registered principal of Voya Financial Advisors supervising those representatives affiliated with the broker/dealer. Matt began his career in the financial services industry in 2002 with a global financial services company and broker-dealer as a registered representative. In 2003, he joined Voya Financial Advisors (then ING), a registered broker/dealer and investment advisory firm, as a regional sales manager where his primary responsibilities included the promotion of financial planning and support of our technology platforms Smartworks and MoneyGuidePro.


Attended

The University of Iowa, Bachelor’s Degree

First Job

Environmental and Inventory Management Specialist at Snow’s Town & Country

Outside of Work…

I live in West Des Moines with my two children, Eric and Emily. I am an active member in my church and enjoy traveling with my family, golfing and supporting the Iowa Hawkeyes.

Clark Buss Photo
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Clark Buss

Managing Director of Practice Management

Clark Buss

managing director of practice management

c.buss@vfghelps.com

Joined Vision Financial Group (VFG)

2010

Current Role and Background

Clark is responsible for marketing, business development, communications, public relations, client experience and special programs. He oversees integration of the firm’s business units, and supports a nationwide network of affiliated advisors with practice management concepts. Clark brings three decades of broad financial services experience to benefit the clients and the firm, including 20 years in the Retirement Services division at a global financial services company.

Attended

University of Iowa, BBA in Marketing and a Communication Studies minor

First Job

Commercial and residential painter in Dubuque and Cambus driver while attending college in Iowa City.

Outside of Work…

As empty nesters my wife Anna and I pursue an active lifestyle by working out, running, hiking, cycling (both bicycle and Harley) and travelling. I love the beach and mountains. My pride and joy are our two daughters, a nurse and a teacher. I embrace fun and humor and embody living life to the fullest, sharing time and experiences with friends and family.

Micaela Chase Photo
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Micaela Chase

Director of Client Operations

Micaela Chase

director of client operations

m.chase@vfghelps.com

Joined Vision Financial Group (VFG)

2016

Current Role and Background

Micaela manages the Operations and Paraplanning teams at Vision Financial Group. She has been in the financial services industry for 21 years, specializing in operations support. Micaela’s previous role was with another financial institution, working with advisors on brokerage and advisory-related issues.

First Job

The first job I had was with a photography studio, Captured Expressions in Indianola, Iowa.

Outside of Work…

I am spending time with my family. We are a blended family and have 5 kids at home. My oldest is a swimmer and we spend a lot of time at the pool! We enjoy taking road trips and adventuring to new places!

Jasen Dahm, CFA, CPA Photo
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Jasen Dahm, CFA, CPA

Managing Director of Technical Services

Jasen Dahm, CFA, CPA

managing Director of technical services

j.dahm@vfghelps.com

Joined Vision Financial Group (VFG)

2014

Current Role and Background

As Managing Director of Technical Services, Jasen oversees Advanced Markets, serves as the Investment Committee Chair, assists with portfolio construction, and provides knowledge in tax strategies. Prior to joining Vision Financial Group he was an analyst for a hedge fund in Chicago.

Attended

University of Iowa, Bachelors in Accounting, and Finance

University of Iowa, Masters in Accounting

First Job

Bagging and packing various CPS (Cheap Plastic…Stuff) for my dad’s screen-printing company

Outside of Work…

I spend time with my wife, Brittany, our cat, Belle, and our Australian labradoodle, Walter. I enjoy cooking, watching Hawkeye sports, and golfing at Wakonda. I also enjoy sharing drams with friends from my extensive single malt scotch collection

Ryan Dalton Photo
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Ryan Dalton

Financial Associate

Ryan Dalton

Financial Associate

r.dalton@vfghelps.com

Joined Vision Financial Group (VFG)

2016

Current Role and Background

Ryan’s primary responsibilities are in the Asset Management division of our company. They include preparing spreadsheets of clients’ overall portfolio that are presented to clients during meetings with our advisors, as well as assisting advisors in executing rebalancing trades to ensure clients are invested according to their risk tolerance. He also works with the prospecting team to ensure the onboarding process for new clients runs smoothly. Ryan’s most recent prior job was working as a sales rep for an advertising company.

Attended

Drake University, Bachelor’s Degree in Accounting and Marketing

First Job

Car detailing at my father’s repair shop

Outside of Work…

I enjoy traveling with family and friends as well as just about any outdoor activity. I’m also an avid Iowa State and Chicago Cubs fan, and enjoy going to games.

Sarah Dols Photo
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Sarah Dols

Compliance & Practice Management

Sarah Dols

Compliance & Practice Management

s.dols@vfghelps.com

Joined Vision Financial Group (VFG)

2015

Current Role and Background

Sarah provides compliance consultative services, and performs day-to-day supervision of advisors associated with our network of advisors. She has held positions dating back over 20 years in the financial services industry, including registered sales assistant, advisor, wholesale marketing and case design, spending the bulk of her career in the compliance field.

First Job

Worked at a pizza place in high school

Outside of Work…

I enjoy spending time with my friends and family.

Jody Frisk Photo
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Jody Frisk

Administrative Assistant

Jody Frisk

Administrative Assistant

j.frisk@vfghelps.com

Joined Vision Financial Group (VFG)

2017

Current Role and Background

As an Administrative Assistant Jody works directly with clients and advisors, helping with scheduling and company strategy. Before she joined Vision Financial Group, Jody was an administrative assistant at large financial services companies.

Attended

Buena Vista University, BA degree in Marketing

First Job

Cashier at Fareway

Outside of Work…

I am spending time with my husband Jeremy and two sons, Dylan and Grayson. We all enjoy being outside, playing sports and being around the water. When I want some alone time, you can find me at my craft table working on my latest creations.

Lindsey Hall Photo
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Lindsey Hall

Compliance, Securities Onboarding

Lindsey Hall

Compliance, Securities Onboarding

l.hall@vfghelps.com

Joined Vision Financial Group (VFG)

2018

Current Role and Background

Lindsey works in Vision Financial Group’s Compliance Department. She is responsible for the onboarding of new advisors and administrative staff; pre-inspection preparation and scheduling inspections; and various other compliance-related duties. Prior to this, Lindsey worked at another financial services company in Brokerage Operations and Licensing and Registration.

Attended

Kaplan University, AAS in Business Administration

First Job

In true Des Moines, Iowa fashion, my first job was as a courtesy clerk bagging groceries at Fareway.

Outside of Work…

I enjoy spending time with my family.

Andrew Jensen Photo
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Andrew Jensen

Insurance and Annuity Solutions

Andrew Jensen

Insurance and Annuity Solutions

a.jensen@vfghelps.com

Joined Vision Financial Group (VFG)

2009

Current Role and Background

As a licensed insurance representative, Andrew works closely with clients in the development, analysis and implementation of product solutions. Before joining Vision Financial, he worked in marketing for a major life insurance and investment company in Des Moines.

Attended

Upper Iowa University, BSc in Business

First Job

Umpire for Little League baseball

Outside of Work…

I live in Grimes with my wife Leann and our Golden Retriever, Bosco. Together, we enjoy traveling and concerts. I am very active in the CrossFit community and love spending time with friends and family

Eric E. Johnson, JD, CPA, CLU, ChFC Photo
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Eric E. Johnson, JD, CPA, CLU, ChFC

Business Services Director

Eric E. Johnson, JD, CPA, CLU, ChFC

Business Services Director

e.johnson@taghelps.com

Joined Vision Financial Group (VFG)

2019

Current Role and Background

Eric serves as a subject matter expert on topics related to life insurance, qualified and non-qualified retirement plans, and tax planning. Prior to working at Vision Financial Group he spent 11 years as the director of advanced markets at a large financial services company, focusing on case design and implementation of life insurance and annuity solutions. Eric also has 12 years of experience with two CPA firms, where he designed and administered qualified and non-qualified deferred compensation plans. He also served as a trust officer at a major bank.

Attended

University of Iowa, Bachelor of Business Administration in Finance and Economics

Drake University Law School, Doctor of Jurisprudence

First Job

A paperboy….back when papers were actually delivered door to door!

Outside of Work…

I’m spending time with my wife Karen and our two sons, Jared and Justin. I am an avid golfer and outdoorsman. When the weather doesn’t cooperate I can be found with a book in my hand reading nonfiction “whodunnit” thrillers.

Jamie Jones Photo
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Jamie Jones

Executive Assistant, Paraplanner

Jamie Jones

Executive Assistant, Paraplanner

j.jones@vfghelps.com

Joined Vision Financial Group (VFG)

2006

Current Role and Background

Jamie serves as an executive assistant to Financial Advisor Peter Hill. She helps prepare for client reviews, prepares paperwork, processes new business forms, and handles customer service items. She is also a residential Realtor. Prior to Vision Financial Group Jamie worked for a title company in Waterloo in addition to working as a receptionist at a salon in Cedar Falls during college.

Attended

University of Northern Iowa, Double Major in Finance and Real Estate

First Job

Front desk at Visual Impact

Outside of Work…

I am busy keeping up with my 3 little boys; Jaxson, Kameron & Kaden. My husband Kyle and I were high school sweethearts, so we have grown up together and have built our family near our childhood homes in Waukee. I enjoy spending time outside, at the ball field and with our family and friends!

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William Jump, ChFC®, EA

Financial Advisor, Compliance Supervisor

William Jump, ChFC®, EA

Financial Advisor, Compliance Supervisor

bill.jump@voyafa.com

Joined Vision Financial Group (VFG)

2016

Current Role and Background

Bill supervises a network group of financial advisors in Eastern Iowa and Northern Illinois, helping them stay in compliance with broker-dealer and regulatory rules. He also engages in securities production as a financial advisor. Bill formerly served as an OSJ Delegate, performing many of the same duties noted above, at First Financial Center in Cedar Rapids, Iowa, which was later acquired by Vision Financial Group.

Attended

University of Iowa, BBA in Accounting

First Job

Hy-Vee customer service

Outside of Work…

I enjoy camping with family and friends, as well as target and trap shooting. My wife and I reside in Atkins, Iowa.

Alex Krumbholz Photo
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Alex Krumbholz

Paraplanner

Alex Krumbholz

paraplanner

a.krumbholz@vfghelps.com

Joined Vision Financial Group (VFG)

2019

Current Role and Background

Alex’s job duties include the preparation of client meeting agendas, assisting with and resolution of client inquiries, and following up on post-client meeting tasks. Previously Alex was a Title and Escrow Closer and Processor with a large realty company.

Attended

Iowa State University, Bachelor of Science in Financial Counseling and Planning with a minor in Business Administration

First Job

Dairy Queen

Outside of Work…

I enjoy spending time with family and friends, golfing, playing basketball, boating, and traveling.

Kathleen Lippold Photo
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Kathleen Lippold

Investment Professional, Team Lead - Operations

Kathleen Lippold

Investment Professional, team lead - operations

k.lippold@vfghelps.com

Joined Vision Financial Group (VFG)

2003

Current Role and Background

Kathleen provides support for our Financial Advisors by paraplanning, communicating with clients, servicing existing and new accounts, and performing other duties and services at the advisor’s request and at the client’s request.

Prior to coming to Vision Financial Group, Kathleen worked at VoyaFinancial Advisors (then ING) for 7 years, providing support to many financial advisors.

Attended

Northeast Missouri State University (now known as Truman State University), BSc in Therapeutic Recreation

First Job

Removing rogue plants and de-tasseling corn

Outside of Work…

I am running before going to work, and after work heading to the YMCA to work out, or biking outdoors, or taking the dogs for a walk, or meeting up with friends, or relaxing and spending time with my family. On the weekends I am spending time with my family, doing home chores, exploring Des Moines and surrounding area activities such as the Farmer’s Market, traveling and/or relaxing.

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Ken Martin

Financial Associate

Ken Martin

Financial Associate

k.martin@vfghelps.com

Joined Vision Financial Group (VFG)

2018

Current Role and Background

Ken currently assists clients and prepares meeting agendas as a member of our Service Team. He started his career at VFG in the Asset Management department, preparing Asset Allocation spreadsheets and assisting with trade execution. In his previous career Ken managed several stores for a large paint company and was in charge of training new assistant managers for the district.

Attended

University of Iowa, BA in Finance

First Job

Caddy

Outside of Work…

I am spending time with my wife Renee and daughters Nellie and Rowan. I also love to golf when I can find time to get out to the course!

Derek Miller Photo
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Derek Miller

Financial Associate

Derek Miller

Financial Associate

d.miller@vfghelps.com

Joined Vision Financial Group (VFG)

2017

Current Role and Background

Before Derek started with Vision Financial Group, he was a data management intern at Drake University’s Administration Office. Since he first became a financial intern with the company in 2017, he has been able to see the company progress and grow. Derek’s current role involves the review of asset allocations for trade mapping and meeting purposes, monitoring financial accounts, assisting advisors in executing trades, and participating in projects to ensure efficiency of processes.

Attended

Drake University, Accounting & Finance with a minor in Insurance

First Job

Bag boy in a local grocery store, and pharmacy technician

Outside of Work…

I enjoy riding my bike in Des Moines as well as spending time with friends and loved ones. I am always excited to take trips on weekends to explore other cities where friends now live, and to go back home to Springfield, IL, to spend time with my family. Additional interests of mine include finding new books to read, and I greatly enjoy watching movies and TV series as well.

Tiffany Miller Photo
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Tiffany Miller

Paraplanner

Tiffany Miller

Paraplanner

t.miller@vfghelps.com

Joined Vision Financial Group (VFG)

2018

Current Role and Background

Tiffany’s job duties include the preparation of client meeting agendas, assisting and resolving client inquiries, and following up on post-client meeting tasks. Her prior jobs include roles as a seasonal tax preparer at local tax preparation office, and a Title & Escrow Processor with a local real estate company.

Attended

Iowa State University, Bachelor of Science in Financial Counseling and Planning

First Job

I worked as a cashier and stocker at a local grocery store, Fairbank Food Center.

Outside of Work…

I enjoy playing tennis, and spending time with friends and family.

Emilee Muller Photo
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Emilee Muller

Paraplanner

Emilee Muller

Paraplanner

e.muller@vfghelps.com

Joined Vision Financial Group (VFG)

2018

Current Role and Background

As a Paraplanner, Emilee focuses on the preparation of client meeting agendas. She assists clients in the resolution of inquiries, and follows up on post-meeting client tasks. Prior to joining Vision Financial Group, Emilee was a Paraplanning Intern at another financial planning firm where she served in a similar role.

Attended

Iowa State University, Financial Counseling and Planning

First Job

Sandwich artist at Subway

Outside of Work…

I like to be outdoors as much as possible. I like to play softball and disc golf with friends. On the weekends I like to spend time boating on the lake during the summer, and in the fall, cheering on the Cyclones at Iowa State football games!


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Donnet Nolte

Operations Associate

Donnet Nolte

Operations associate

d.nolte@vfghelps.com

Joined Vision Financial Group (VFG)

2016

Current Role and Background

In her client service-focused role, Donnet helps with new account opening, money desk and transfer requests, as well as any maintenance needed on client accounts such as address or beneficiary changes.

Donnet’s prior position was a mortgage processor with a large financial institution. She worked in two departments, new home purchase and refinance, during her time at that company.

Attended

University of Northern Iowa, Bachelor of Arts in Liberal Studies

First Job

Babysitter

Outside of Work…

I am spending time with my family. I enjoy watching two of my daughters compete on travel tournament softball teams as well as play high school softball. The rest of my free time is spent at home reading, watching movies, and completing projects.

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Kim Pegg

Operations Associate

Kim Pegg

Operations associate

k.pegg@vfghelps.com

Joined Vision Financial Group (VFG)

2016

Current Role and Background

Kim supports our clients and VFG staff members in numerous ways. She assists with providing paperwork to update clients’ accounts, as well as handling client phone calls. Kim coordinates with our broker-dealer operations department to ensure timely, accurate submissions. Prior to working at VFG, she was a salon manager and hairstylist for 10 years.

First Job

Babysitter

Outside of Work…

I am spending quality time with my husband and kids. Our family enjoys camping and spending time with those we love.

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Brent Petrik

Paraplanner

Brent Petrik

Paraplanner

b.petrik@vfghelps.com

Joined Vision Financial Group (VFG)

2016

Current Role and Background

In his position as a Paraplanner, Brent focuses on the preparation of client meeting agendas and follow-up tasks.

Attended

Iowa State University, Financial Counseling and Planning

First Job

Working at Scheels

Outside of Work…

I enjoy playing golf, CrossFit, and traveling with friends and family.

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Sean Phillips, CFA

Financial Analyst

Sean Phillips, CFA

Financial Analyst

s.phillips@vfghelps.com

Joined Vision Financial Group (VFG)

2016

Current Role and Background

Sean works as a Financial Analyst with responsibilities primarily consisting of portfolio construction and trading. His most recent prior job was at a financial services firm in town, where he worked as a customer relationship manager on behalf of a small team of financial advisors.

Attended

Drake University, Bachelor degree in Finance and Accounting

First Job

Cashier at Sears

Outside of Work…

I enjoy spending time with friends and family. I enjoy cooking, brewing my own beer, and spending time outdoors wherever and whenever possible.

Sarah Reeve Photo
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Sarah Reeve

Team Lead - Paraplanner, Insurance Specialist

Sarah Reeve

team lead - Paraplanner, Insurance Specialist

s.reeve@vfghelps.com

Joined Vision Financial Group (VFG)

2015

Current Role and Background

As a Paraplanner, Sarah assists clients and reps with requests/inquiries, reviews assets, prepares materials for meetings, assists with the sale and of new insurance policies, and reviews and services existing insurance policies. Prior to working at Vision Financial Group, Sarah worked at a local golf course as a beverage cart manager.

Attended

Iowa State University, Bachelors of Science, Business Management and Business Marketing

First Job

World’s best sandwich maker at Palmer’s Deli & Market

Outside of Work…

I’m usually hanging out with my fiancé, Eric, and our Rottweiler puppy, Dorian. I enjoy spending time on the golf course and attempting to be good at golf. I am an avid sports fan and supporter of the Iowa Hawkeyes, Chicago Cubs, and Kansas City Chiefs. I love traveling, especially to anywhere on the beach.

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Sue Schlegel

Operations Associate

Sue Schlegel

operations associate

s.schlegel@vfghelps.com

Joined Vision Financial Group (VFG)

2017

Current Role and Background

Sue makes client appointments, completes tasks associated with client requests, and performs tasks associated with client appointments. Prior to joining VFG, Sue was the leader of an operations department as back office administration for life insurance carriers.

Attended

Creighton University, BA in Psychology

First Job

Place’s Variety Store as a customer service clerk

Outside of Work…

I enjoy spending time with family, vacationing in Mexico and watching my favorite shows on TV.

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Byron Shank

Technology Integration Lead

Byron Shank

Technology Integration Lead

b.shank@vfghelps.com

Joined Vision Financial Group (VFG)

2017

Current Role and Background

Byron works to optimize and integrate the programs and systems that enhance our client experience. His background includes extensive experience in computer science, programming, research, application development and integration. He also assists advisors, employees and clients with IT related issues. Byron comes to us from a boutique insurance company in Indiana where he served as a web application developer responsible for building an automated quoting application.

Attended

Tri-State University, BSME in Mechanical Engineering

First Job

De-tasseling corn

Outside of Work…

I love the outdoors and staying active including biking, kayaking and rock climbing. I also workout and volunteer at Emerge Academy; coaching, training and competing in obstacle warrior competitions like the American Ninja Warrior competitions on TV! I embrace family time with my wife Keely and children; Spencer, Sawyer, Sam and Adaline. My family are members of St. Augustin Parish in Des Moines.

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Kyle Smith

Operations Associate

Kyle Smith

Operations associate

k.smith@vfghelps.com

Joined Vision Financial Group (VFG)

2016

Current Role and Background

Kyle processes client meeting files and notifies the asset management team of requested investment trades. She makes sure all client files are scanned for paperless documentation, and provides back up for scheduling client meetings, processing mail, and aiding with paraplanning as needed. Prior to joining Vision Financial Group, Kyle was a Sales Team Leader and Account Manager.

Attended

Iowa State University, Business degree

First Job

Working in a claims department

Outside of Work…

I serve as a Department Superintendent at the Iowa State Fair for 4H and FFA.

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Gary Stapp

Compliance Supervisor

Gary Stapp

Compliance Supervisor

g.stapp@vfghelps.com

Joined Vision Financial Group (VFG)

2012

Current Role and Background

Gary’s primary responsibilities include the regulatory supervision of financial advisors. Prior to joining the Vision Financial Group, Gary served as the Chief Compliance Officer at a broker-dealer.

Attended

Iowa State University, College of Business, BS in Marketing

First Job

Neighborhood lawn mower

Outside of Work…

I like to travel, spend time outdoors, play golf, and spend time with my family.

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Kevin Stych, CFP®

Strategy and Business Development

Kevin Stych, CFP®

Strategy and Business Development

k.stych@taghelps.com

Joined Vision Financial Group (VFG)

2019

Current Role and Background

Kevin leads Vision Financial Group’s Strategy and Business Development initiatives. He is focused on the important strategic steps necessary to achieve our vision of revolutionizing the financial planning business by enriching the lives of others through elegant delivery of customized financial solutions.  He has a passion for creating an organization that provides a comprehensive, yet easy-to-understand, financial roadmap that gives hope and empowerment to everyone in every walk of life.

Kevin has more than 30 years of successful experience in Executive leadership, Sales Management, and Business Development. Prior to his current role, Kevin worked for Voya Financial in several senior level leadership roles for the past 22 years.  Most recently as Vice President, National Sales Manager for Voya Annuity and Individual Life Insurance division and Vice President, National Sales Manager of Voya’s broker dealer, Voya Financial Advisors.

Attended

University of Iowa, Bachelors of Business Administration in Marketing

St. Ambrose University, Masters of Business Administration

First Job

Construction work for my uncle’s home building company.

Outside of Work…

I am exploring the backroads of North America in our small Camper Van with my wife, Sherri.  We enjoy taking the slow and less-traveled route. It gives us a chance to visit with friends and family across the country, including our three grown children; to see what wonderful sites this world has to offer; and to refresh and renew.

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Emily Tripp

Financial Associate

Emily Tripp

Financial Associate

e.tripp@vfghelps.com

Joined Vision Financial Group (VFG)

2013

Current Role and Background

Emily assists advisors with the development and ongoing maintenance of financial plans. She previously worked in the home mortgage division at a large financial institution.

Attended

Simpson College, double major in Economics with an Emphasis in Finance, and Mathematics

First Job

Nanny for two children

Outside of Work…

I reside in Urbandale with my daughter, Sella. In my free time, I enjoy attending my daughter’s activities, spending time with friends and family, attending church events, and staying physically active through running, hiking, and cycling. I am also a big supporter of Iowa Hawkeye athletics. Go Hawks!

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Aimee Van Roekel

Financial Professional, Paraplanner

Aimee Van Roekel

Financial Professional, Paraplanner

a.vanroekel@vfghelps.com

Joined Vision Financial Group (VFG)

2006

Current Role and Background

As a Paraplanner, Aimee focuses on the preparation of client meeting agendas and follows up on post-meeting tasks. She also resolves customer queries on a wide variety of topics. Prior to joining Vision Financial Group, Aimee worked as a Business Analyst at a large insurance company.

Attended

Simpson College, Management and French degrees

Drake University, MBA and Master of Arts in Teaching

First Job

Cashier at Fareway

Outside of Work…

I love playing volleyball and attending my children’s activities.

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Phyllis Vance, CFA

Chief Investment Strategist

Phyllis Vance

Chief Investment Strategist

p.vance@vfghelps.com

Joined Vision Financial Group (VFG)

2017

Current Role and Background

Phyllis is our Chief Financial Strategist, focusing on investment analysis. As a Chartered Financial Analyst (CFA), she adds an additional layer of perspective to the analytical approach of the Vision Financial Group Investment Committee. Phyllis has over thirty years of experience which includes serving as an analyst and portfolio manager for a global financial investment management firm. Her experience includes domestic and international equities as well as commercial real estate research.

Attended

Iowa State University, B.S. Industrial Administration

First Job

Cafeteria help

Outside of Work…

My interests, outside of financial markets, include fly fishing, jewelry making, reading, and experimenting with new recipes. I am also learning to make quilts, and have joined a group that donates them.

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Cindy Vandenburg

Advisor Support Manager

Cindy Vandenburg

Advisor Support Manager

c.vandenburg@vfghelps.com

Joined Vision Financial Group (VFG)

1990

Current Role and Background

Cindy has been with the same firm throughout her financial career, which spans over 29 years. Her current position is support staff for a financial advisor, and assisting with health insurance, disability insurance, life insurance, and long-term care. Her previous career was as a school teacher.

Attended

University of Northern Iowa, BA in Elementary Education with an Early Childhood endorsement

First Job

Teaching Special Education at Ben Milam Elementary in Harlingen, TX

Outside of Work…

I like to spend time with my granddaughter. Also, my passion is golf, so I like to spend as much time as I can doing that with family and friends.

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Rhonda Viktora

Advisor Service Associate

Rhonda Viktora

Advisor Service Associate

r.viktora@vfghelps.com

Joined Vision Financial Group (VFG)

2016

Current Role and Background

In 2016, First Financial Center, Rhonda’s previous employer, merged with VFG. Rhonda had been with FFC for 15 years so brought a lot of experience to VFG. Rhonda handles the contracting and licensing for our reps and helps with new business as part of the Risk Management team. She also assists with event and meeting planning, and produces the monthly Leader Board and Newsletter. Previously Rhonda worked for John Hancock, Ohio National and Western Fraternal Life.

Attended

Kirkwood Business College

First Job

De-tasseling corn

Outside of Work…

I enjoy hanging out with my friends and family. I enjoy traveling and shopping around in small town boutiques and “junk shops”. My daughter lives in Colorado and that is a great state to visit! I belong to an Iowa hiking group and enjoy meeting new friends and hiking different trails around the state.

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Melissa Wessels

Administrative Assistant

Melissa Wessels

Administrative Assistant

m.wessels@vfghelps.com

Joined Vision Financial Group (VFG)

2018

Current Role and Background

Melissa serves as an Administrative Assistant for her husband, Jim Wessels, and handles various marketing projects for the firm.

Attended

University of Iowa, Bachelor of Pharmacy (BPharm)

First Job

Taco Stuffer at the Sombrero Restaurant. My parents owned the restaurant.

Outside of Work…

I keep busy with kids’ activities (show choir and track), Hawkeye football games, or reading a good book.

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Irene Whatling

Executive Assistant, Receptionist

Irene Whatling

Executive Assistant, Receptionist

i.whatling@vfghelps.com

Joined Vision Financial Group (VFG)

2013

Current Role and Background

As an Executive Assistant and Receptionist, Irene wears many hats at Vision Financial Group ranging from greeting clients and answering the phone to helping the advisors, and a little bit of everything in between. Prior to coming to VFG she worked nights at a large financial institution for 2 years in the Cash department. She was a pre-school teacher assistant for 12 years at a local Christian school during her daughter’s time there.

First Job

Babysitting, and later a hostess for a restaurant called “Here’s Johnny’s”

Outside of Work…

I enjoy spending time with my family and our 2 cats: Max (an orange Tabby), and Maddy (a Bengal). I have been married for 35 years and we have one daughter. My husband and I enjoy going on cruises, and my hobbies are scrapbooking and card-making.

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Taylor White

Managing Director of Ensemble Services

Taylor White

managing director of ensemble services

t.white@vfghelps.com

Joined Vision Financial Group (VFG)

2013

Current Role and Background

Taylor oversees Client Operations and helps representatives throughout our network create efficiencies within their business practices through unique technological and operational solutions. Before coming to work at Vision Financial Group, she worked for a registered representative’s office in Minneapolis.

Attended

Iowa State University, Bachelors of Science in Marketing and Management

First Job

Front desk staff for a fitness club

Outside of Work…

I enjoy spending time with my husband and our Labrador, fostering dogs through a local rescue organization, reading, and working out.

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Lisa Wieskamp

Director of Human Resources

Lisa Wieskamp

Director of Human Resources

l.wieskamp@vfghelps.com

Joined Vision Financial Group (VFG)

2012

Current Role and Background

Lisa serves as the Director of Human Resources for Vision Financial Group as well as an administrative assistant for a financial advisor. She has held several different roles at VFG, including working with retirement plans, paraplanning, and preparing asset allocations. Prior to working at VFG, Lisa served in several different roles in the Retirement Plan Services division at a large insurance company. Previous job titles also include receptionist, COBOL programmer, and bailiff.

Attended

Upper Iowa University, BSc degree in Management

First Job

I worked at a law firm during high school.

Outside of Work…

I’m usually driving people places and running errands. Every time I gas up my car I think of where my family and I could start traveling to on that tank of gas – especially the Rocky Mountains, the Florida Panhandle, or Houston, Texas. Recommendations for good books and good restaurants are always appreciated!