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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 60 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.

Michael Berry, CFP® Photo
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Michael Berry, CFP®

Financial Advisor

MICHAEL BERRY, CFP®

FINANCIAL ADVISOR

m.berry@vfghelps.com

Joined Vision Financial Group (VFG)

2021

Current Role and Background

Michael began his career in financial services over 30 years ago with roles in banking, mortgage, financial planning, advanced planning and financial advising. As President of Wealth Builders, Inc., individuals and families benefited from his vast knowledge and passion for helping others. In 2021, Michael joined the advisory team at Vision Financial Group, creating a more comprehensive wealth management experience for clients with specialists focused on financial planning, investment management, risk management, as well as tax and estate planning strategies. His motto is: “Simplifying the complex so you can enjoy life through life-centered planning!” Some of these strategies have been utilized as a financial planning subject matter expert by USA Today, Investor’s Business Daily, Money Magazine, US NEWS, and MarketWatch. Michael holds the highly regarded industry designations of Certified Financial Planner™ professional. 

Attended

Graceland University, BA in Business

American Institute of Business, Associates Degree in Business

College of Financial Planning 

First Job

Walking beans. My older brother and sister told me, “There’s an ice cream truck waiting in the field!”

Outside of Work…

My wife Sally and I are involved in our family’s 3rd generation Century farm with the help of our extended family and our 4 adult children. With the children now in college and beginning their careers, we are enjoying more time with friends playing volleyball, spending weekends at the lake and pedaling bikes around Iowa.

Kevin Lehman Photo
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Kevin Lehman

Financial Advisor


KEVIN LEHMAN

FINANCIAL ADVISOR

k.lehman@vfghelps.com

Joined Vision Financial Group (VFG)

2020

Current Role and Background

Kevin  began his career in financial services over 15 years ago with Voya Financial where he led teams dedicated to providing retirement planning solutions nationally. Today, individuals and families benefit from his vast knowledge, experience and passion for helping navigate their financial futures.  Kevin’s goal is to ensure his clients feel understood, informed, and educated as they partner with him to achieve their goals.

Attended

Iowa State University, BS in Industrial Engineering

First Job

Attendant at a miniature golf course.

Outside of Work…

I am an avid Cyclone supporter residing in Ankeny with my wife Clarissa and our daughter Emsley. I enjoy time in the outdoors and attending various sporting events.

Ken Martin Photo
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Ken Martin

Financial Advisor

Ken Martin

Financial advisor

k.martin@vfghelps.com

Joined Vision Financial Group (VFG)

2018

Current Role and Background

Ken is a registered representative serving clients' financial planning needs. He started his career at VFG preparing advisors for client meetings, serving in the Asset Management department, preparing Asset Allocation spreadsheets and assisting with trade execution. In his previous career Ken managed several retail stores and was in charge of training 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!

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

Retirement Plan Associate

Chris Ballou

Retirement Plan Associate

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.

Sean Beard Photo
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Sean Beard

Financial Advisor, Director of Business Services

Sean Beard

Financial advisor, director of business services

s.beard@vfghelps.com

Joined Vision Financial Group (VFG)

2017

Current Role and Background

Sean focuses on bringing financial order to the lives of business owners and their employees. He integrates financial planning, investment management, tax and estate planning strategies into one holistic plan for the owner, while concentrating on crafting innovative retirement plans for the business. Sean utilizes the same financial planning tools for employees, empowering companies to create financial wellness programs that focus on the holistic matters that genuinely create retirement success.

Attended

Michigan State University. Sean is also an Accredited Investment Fiduciary (AIF®)

First Job

Detasseling corn

Outside of Work…

Sean is originally from Cedar Rapids and resides in Iowa City with his wife Julie and their four children: Ethan, Caden, Logan and Lauren. Sean enjoys coaching multiple youth sports, traveling and spending time outdoors with his family.

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 Vision. He also serves as a registered principal 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

Partner, Managing Director of Practice Management

Clark Buss

partner, managing director of practice management

c.buss@vfghelps.com

Joined Vision Financial Group (VFG)

2010

Current Role and Background

Clark is responsible for business strategy, business development, marketing/communications, PR and client experience. He focuses on the integration of the firm’s business units, and supports a nationwide network of affiliated advisors with practice management. Clark brings three decades of broad financial services experience to benefit the clients and the firm, including 20 years 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 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 appreciate spending time and creating memories with friends and family.

Paul Cave Photo
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Paul Cave

Paraplanner

Paul Cave

Paraplanner

p.cave@vfghelps.com

Joined Vision Financial Group (VFG)

2020

Current Role and Background

As a Paraplanner, Paul focuses on the preparation of client meeting agendas. He assists clients in the resolution of inquiries and follows up on post-meeting client tasks. Prior to joining Vision Financial Group, his previous jobs included roles as a Financial Representative at another financial planning firm, and an Account Manager at a nationwide fitness facility chain.

Attended

Clarke University, Bachelor of Arts in Business Administration with an emphasis in Finance and Bachelor of Arts in Psychology

First Job

Soccer Referee

Outside of Work…

I take any and every opportunity to watch or play sports. I love the summer and being outside as much as possible including golfing with friends, travelling the world and spending time with my wife, Emily. I am a huge Kansas City Chiefs Fan, and if you need me on a Sunday, we are probably at Arrowhead Stadium!

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!

Isaac Copley Photo
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Isaac Copley

Paraplanner

ISAAC COPLEY

PARAPLANNER

i.copley@vfghelps.com

Joined Vision Financial Group (VFG)

2021

Current Role and Background

As a Paraplanner, Isaac focuses on the preparation of client meeting agendas. He assists clients in the resolution of inquiries, and follows up on post-meeting client tasks. 

Attended

Iowa State University, Public Relations 

First Job

Working at Fareway

Outside of Work…

I enjoy golf, travel, and spending time with my wife, Marissa. I love watching sports, especially Iowa State football and basketball.

Corey Day Photo
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Corey Day

Asset Management Service Associate

Corey Day

asset management service associate

c.day@vfghelps.com

Joined Vision Financial Group (VFG)

2021

Current Role and Background

Corey works for our asset management division, implementing white-glove concierge asset management services and partnering with advisors to create innovative client portfolios. Prior to joining Vision Financial Group, Corey started his career in financial services over 18 years ago. Sixteen of those years were spent at a national broker/dealer where he coached advisors on transitioning from transaction-based solutions to fee and goal-based financial planning strategies.

Attended

University of Iowa, Finance

First Job

Installing docks with my uncle on Clear Lake, IA

Outside of Work…

I live in Clive, IA with my wife Ann and two college age children, Sydney & Nolan. I enjoy traveling with my family, golfing, biking, landscaping, and attending Iowa Hawkeye football games.


Kelli DeGeorge Photo
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Kelli DeGeorge

Paraplanner

KELLI DEGEORGE

PARAPLANNER

k.degeorge@vfghelps.com

Joined Vision Financial Group (VFG)

2020

Current Role and Background

Following roles in risk management at an Ames energy group and the financial/ accounting department of a company in Marshalltown, Kelli joined VFG in the Paraplanner role. She focuses on providing excellent customer service to our clients through inquiry resolution, preparation of client meeting agendas, and post-meeting follow up.

Attended

The University of Iowa, Finance major, Communications minor, Leadership certificate

First Job

Olive Tree Café (Mediterranean) as a cashier and server

Outside of Work…

I love to be active. I enjoy kayaking/paddle boarding, riding bikes, and exploring new state parks and cities with friends and family. I can also be found cheering on the Hawkeyes!

Ariel Dols Photo
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Ariel Dols

Paraplanner

ARIEL DOLS

PARAPLANNER

a.dols@vfghelps.com

Joined Vision Financial Group (VFG)

2021

Current Role and Background

As a Paraplanner, Ariel focuses on the preparation of client meeting agendas. She assists clients in the resolution of inquiries and follows up on post-meeting client tasks. 

Attended

University of Iowa, Communication Studies 

First Job

Lifeguard at the YMCA

Outside of Work…

I enjoy spending time in the kitchen trying out new recipes, relaxing to a good book or being outside with my dog, Rusty, a Red Heeler/Australian Shepherd mix with relentless energy!

Sarah Dols Photo
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Sarah Dols

Director of Compliance and Field Supervision

Sarah Dols

director of Compliance and field supervision

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.

Mark Elliff, CPA Photo
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Mark Elliff, CPA

Director of Vision Accounting & Tax

Mark Elliff, CPA

Director of vision Accounting & tax

m.elliff@vfghelps.com

Joined Vision Financial Group (VFG)

2021

Current Role and Background

As the Director of Vision Accounting & Tax, Mark focuses on client tax preparation, planning, and strategies. Prior to joining Vision Financial Group, Mark developed his accounting knowledge and skills in tax and auditing roles in public accounting, as a controller in the private sector, and operator of his own private practice. Before entering the accounting world, he spent a number of years in business management.

Attended

University of Iowa, Bachelors in Accounting, and Finance

First Job

A week after I turned 10 (allowable age), I started a paper route delivering every weekday afternoon and Saturday morning. As soon as I could legally get a real job at 14, I started working at a car wash. By 15 I was a shift manager responsible for my coworkers, counting the money, and locking up.

Outside of Work…

The last few years, I have been working in a controller role and operating my own tax practice, so I haven’t been able to do much else. When time allows, I enjoy cooking, traveling, and thinking about how I’m going to get back in to shape sometime someday.

Caroline Evans Photo
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Caroline Evans

Paraplanner

CAROLINE EVANS

PARAPLANNER

c.evans@vfghelps.com

Joined Vision Financial Group (VFG)

2020

Current Role and Background

As a  Paraplanner, Caroline focuses on the preparation of client meeting agendas. She provides exceptional service assisting clients in the resolution of inquiries and follows up on post-meeting client tasks. Prior to joining the Paraplanning team, Caroline worked as an intern at VFG in the Asset Management department. 

Attended

Drake University, Bachelor of Science Finance, Financial Reporting and Investment Valuation concentrations 

First Job

Nanny

Outside of Work…

I love exploring the different bike paths in Des Moines, and the different boutiques downtown. I also love being active and reading. I enjoy traveling and exploring other cities, especially traveling to warm places in the winter to escape the cold.

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Jody Frisk

Executive Assistant

Jody Frisk

executive 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.

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Emma Grossman

Representative Service Associate

EMMA GROSSMAN

REPRESENTATIVE SERVICE ASSOCIATE

e.grossman@vfghelps.com

Joined Vision Financial Group (VFG)

2020

Current Role and Background

As a Service Representative Associate, Emma focuses on trade execution and mapping, reviewing asset allocations for trade purposes and client meetings, and monitoring financial accounts. Prior to joining Vision Financial Group, Emma worked as a tax intern at a small tax firm in Des Moines. 

Attended

 Drake University, Accounting Major 

First Job

Worked as a pool attendant and taught swimming lessons at the city pool.

Outside of Work…

I enjoy being outdoors whether that involves camping, hunting, fishing, or hanging out with my friends and family. I also like to spend my Saturdays in the fall cheering on the Iowa Hawkeyes!

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Morgan Hamner

Controller

Morgan Hamner

controller

m.hamner@vfghelps.com

Joined Vision Financial Group (VFG)

2021

Current Role and Background

As a controller, Morgan oversees VFG’s operational accounting, production and analysis of financial reports. Morgan is also responsible for developing the annual budget and preparing financial forecasts to help ensure the fiscal welfare of VFG. Prior to joining the firm, Morgan worked as an Accounting and Special Projects Manager at a large law firm in Des Moines.

Attended

Grand View University, BA in Accounting and Finance. Currently attending University of Iowa  MBA program.

First Job

Roguing corn the summer of my freshman year of high school

Outside of Work…

Outside of work, my weekday evenings are filled with reading and studying, as I work to complete my MBA. On the weekends, I spend the majority of my time with my daughter and fiancé. We regularly enjoy hiking with our 3 dogs, CrossFit and horseback riding. We have recently taken up traveling and look forward to doing more exploring outside of the country.

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Sarah Howser

Paraplanner Team Lead

Sarah Howser

paraplanner team lead

s.howser@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 husband, Eric, and our Rottweiler, 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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Andrew Jensen

Risk Management Relationship Manager

Andrew Jensen

risk management relationship manager

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

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Dylan Johnson

Systems Administrator


DYLAN JOHNSON

systems administrator

d.johnson@vfghelps.com

Joined Vision Financial Group (VFG)

2019

Current Role and Background

Dylan’s job duties include oversight of the firm’s technology initiatives. He supports operational efficiencies by identifying, analyzing, implementing, and maintaining hardware and software solutions as well as providing IT support. Previously, Dylan was involved in client meeting preparation, advisor support, and served as a relationship banker at a local bank.

Attended

Iowa State University, BS in Financial Counseling and Planning

First Job

Courtesy Clerk at Hy-Vee

Outside of Work…

I enjoy traveling, going to concerts, and spending time with family and friends.

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

Director of Business Services

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

director of Business Services

e.johnson@vfghelps.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.

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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!

William Jump, CFP®, ChFC®, EA Photo
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William Jump, CFP®, ChFC®, EA

Financial Advisor, Field Supervisor

William Jump, CFP®, ChFC®, EA

Financial Advisor, field Supervisor

b.jump@vfghelps.com

Joined Vision Financial Group (VFG)

2016

Current Role and Background

Bill supervises a network group of financial advisors, 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.

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Mark Kelly

Asset Management Relationship Manager


MARK KELLY

asset management relationship manager

m.kelly@vfghelps.com

Joined Vision Financial Group (VFG)

2020

Current Role and Background

Mark’s primary responsibilities are in the asset management division of our company. He assists with trade execution, rebalancing, and new client onboarding. He also acts as a resource for representatives throughout our network to enhance their technological and operational efficiencies. Prior to his current role Mark worked for Voya Financial for several years. He worked in sales before moving onto work for their broker dealer.

Attended

Drake University, BS in Finance & International Business

First Job

De-tasseling and pollinating corn

Outside of Work…

I enjoy traveling to at least one new place every year while crossing new activities off of my bucket list. I also enjoy spending times outdoors, especially bicycling, and rooting for both Drake University Basketball teams.

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Katie Kisling

Executive Assistant

KATIE KISLING

EXECUTIVE ASSISTANT

k.kisling@vfghelps.com

Joined Vision Financial Group (VFG)

2019

Current Role and Background

Katie serves as an executive assistant for Financial Advisor Jim Wessels. Katie has worked in finance for many years at large and small companies.

Attended

University of Northern Iowa

First Job

Babysitting

Outside of Work…

I love spending time with my husband, our two kids, family and friends. I love to learn and enjoy words of wisdom.

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Kathleen Lippold

Operations Team Lead

Kathleen Lippold

operations team lead

k.lippold@vfghelps.com

Joined Vision Financial Group (VFG)

2003

Current Role and Background

Kathleen provides support for Financial Advisors through 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 Voya Financial 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 detasseling 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.

Nate Maly Photo
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Nate Maly

Retirement Plan Service Associate

NATE MALY

RETIREMENT PLAN SERVICE ASSOCIATE

n.maly@vfghelps.com

Joined Vision Financial Group (VFG)

2021

Current Role and Background

As a Retirement Plan Service Associate, Nate facilitates the reviews of plan information for clients and advisors, coordinates service provider proposals, and assists in the resolution of inquiries. Prior to joining Vision Financial Group, Nate worked as a retirement plans client service associate at a large local insurance company. 

Attended

The University of Iowa, Entrepreneurial Business Management 

First Job

Working the produce section at Dahls Grocery

Outside of Work…

I enjoy being outdoors. My favorite activities are fishing, hunting, and kayaking. I also enjoy playing video games, reading, and finding new shows on Netflix.

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Jordan Miller

Paraplanner

JORDAN MILLER

PARAPLANNER

j.miller@vfghelps.com

Joined Vision Financial Group (VFG)

2021

Current Role and Background

As a Paraplanner, Jordan focuses on the preparation of client meeting agendas. He assists clients in the resolution of inquiries and follows up on post-meeting client tasks. 

Attended

University of Iowa, BBA in Finance with a certificate in Entrepreneurial Management 

First Job

Cashier and delivery person for his family-owned business.

Outside of Work…

I love golfing, traveling, and spending time with family and friends.

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Tiffany Miller

Senior Paraplanner

Tiffany Miller

senior 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.

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Emilee Muller

Senior Paraplanner

Emilee Muller

senior 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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Nick Oelmann

Representative Service Associate

NICK OELMANN

rEPRESENTATIVE SERVICE ASSOCIATE

n.oelmann@vfghelps.com

Joined Vision Financial Group (VFG)

2021

Current Role and Background

Before working at Vision Financial Group, Nick worked at a global staffing company as a recruiter. His current role involves producing asset allocations for trade mapping and meeting purposes, monitoring financial accounts, executing trades, and participating in projects to ensure efficiency of processes. 

Attended

Iowa State University, BS of Marketing with a Finance minor 

First Job

I worked as a grocery clerk at Fareway

Outside of Work…

I am an avid sports fan and love spending time both playing and watching sports. I also enjoy spending time with friends and family, working out, and watching movies.

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Luke Otto

Representative Service Associate

LUKE OTTO

REPRESENTATIVE SERVICE ASSOCIATE

l.otto@vfghelps.com

Joined Vision Financial Group (VFG)

2021

Current Role and Background

As a representative service associate, I update client asset allocations and set up the creation of trade files. I also execute trades as well as process contributions and distributions for clients. Prior to working at Vision Financial Group, I worked in Service Parts for John Deere in Waterloo, IA. 

Attended

University of Northern Iowa, B.S. Financial Management 

First Job

Waiter

Outside of Work…

Outside of work, I enjoy spending time with friends and family. I fancy watching/playing sports and being outside to enjoy all nature has to offer.

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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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Andrew Perry

Trade Review Specialist

ANDREW PERRY

TRADE REVIEW SPECIALIST

a.perry@vfghelps.com

Joined Vision Financial Group (VFG)

2021

Current Role and Background

As a Trade Review Principal, Andrew supervises financial professionals’ new business submissions as well as transactions in existing accounts to ensure regulatory, policy and procedural standards are met. He has held various positions in the industry for 15 years, but enjoys the supervisory role as it provides an opportunity to educate and work with financial professionals in a collaborative manner. 

Attended

The University of Iowa, History and Political Science 

First Job

I cleaned a bakery for a local Des Moines area grocery store.

Outside of Work…

I love spending any time with my wife and 2 daughters, I enjoy reading, and recently re-discovered the joy of riding a late-1970’s 10-speed road bicycle.

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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.

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Susan Reeve

Integrator

SUSAN REEVE

INTEGRATOR

susan.reeve@vfghelps.com

Joined Vision Financial Group (VFG)

2020

Current Role and Background

As Integrator at Vision Financial Group, Susan focuses on strategic integration of the firm’s business units, applying innovative concepts, solutions and improvement to our business processes. Susan has more than 25 years of successful leadership experience as an operations leader, business strategist and manufacturing director. Prior to joining Vision Financial Group, Susan worked as an Executive Director of Operations for a large marketing services and printing company.

Attended

Simpson College, Bachelor of Arts, Criminal Justice University of Iowa, Master of Business Administration

First Job

Serving ice cream cones at a small-town restaurant

Outside of Work…

I like spending time with my family and golden retriever, taking walks, reading books and watching sports. I enjoy visiting any restaurant with a good wine list.

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Kelsey Rodgers

Operations Associate

KELSEY RODGERS

OPERATIONS ASSOCIATE

k.rodgers@vfghelps.com

Joined Vision Financial Group (VFG)

2020

Current Role and Background

As an Operations Associate, Kelsey provides paperwork to update clients' accounts as well as handling phone calls. She completes client requests and performs tasks associated with client appointments. Prior to joining Vision Financial Group, Kelsey worked as a nursing assistant for 9 years.

Attended

Murray Community School

First Job

Babysitter

Outside of Work…

I am spending time with my husband, Awsten and 5 girls. We love enjoying time outside as we are fishing, camping, and at the ball fields with family and friends. In my free time I love doing as many DIY projects I can fit into the day.

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Mindy Rogers

Executive Assistant

MINDY ROGERS

EXECUTIVE ASSISTANT

m.rogers@vfghelps.com

Joined Vision Financial Group (VFG)

2021

Current Role and Background

Mindy serves as an executive assistant for Financial Advisor Peter Hill. As an executive assistant Mindy works directly with clients and advisors and coordinates Peter’s schedule. Before she joined Vision Financial Group, Mindy was a member of the operations team at an accounting firm. 

Attended

Iowa State University, B.S. Event Management 

First Job

Detasseling

Outside of Work…

I am always up for trying new things and visiting new places. I love to spend time outside kayaking, biking or gardening if the weather is nice. I also enjoy just curling up on the couch with a good book or learning how to cook a new recipe.

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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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Quentin Sefrit

Representative Service Associate

QUENTIN SEFRIT

REPRESENTATIVE SERVICE ASSOCIATE

q.sefrit@vfghelps.com

Joined Vision Financial Group (VFG)

2021

Current Role and Background

As a Representative Service Associate, Quentin focuses on monitoring financial accounts, executing trades, working with asset allocations for trade mapping and meeting purposes, and participating in projects to ensure efficiency of processes. Prior to joining Vision Financial Group, Quentin worked as a bank teller at a community bank during high school and at a telephone company during the summers while in college. 

Attended

Simpson College, BA in Economics: Finance with minors in Business Analytics and Management 

First Job

I was a lifeguard at the local city pool and taught swimming lessons.

Outside of Work…

I enjoy working on and restoring old cars as well as watching and playing sports. I also enjoy watching movies/musicals and spending time with family and friends.

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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

Field Supervisor

Gary Stapp

field 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®

Senior Director of Strategy and Business Development

Kevin Stych, CFP®

senior director of Strategy and Business Development

k.stych@vfghelps.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 Plan Associate

Emily Tripp

Financial plan 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

Senior Paraplanner

Aimee Van Roekel

senior 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 Financial Strategist

Phyllis Vance

Chief financial 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

Senior Insurance Solutions Specialist

Cindy Vandenburg

senior insurance solutions specialist

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 Services Associate

Rhonda Viktora

Advisor Services 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

Executive Assistant

Melissa Wessels

EXECUTIVE Assistant

m.wessels@vfghelps.com

Joined Vision Financial Group (VFG)

2018

Current Role and Background

Melissa serves as an Executive 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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Nick Wessels

Financial Plan Associate

NICK WESSELS

FINANCIAL PLAN ASSOCIATE

n.wessels@vfghelps.com

Joined Vision Financial Group (VFG)

2016

Current Role and Background

As a Financial Plan Associate, Nick focuses on the preparation and ongoing maintenance of clients’ financial plans. Nick started at VFG as an intern in 2016, and has worked with several departments including the asset management, paraplanning, and financial planning teams. 

Attended

South Dakota State University, Business Economics major, Entrepreneurial Studies minor 

First Job

Mowing lawns and interior painting of houses

Outside of Work…

I love hanging out with family and friends. I also enjoy frisbee golfing, working out, watching movies, and tailgating at Iowa football games with my parents in my free time.

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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

Partner, Managing Director of Ensemble Services

Taylor White

partner, 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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Nathan Wick

Representative Service Associate

NATHAN WICK

REPRESENTATIVE SERVICE ASSOCIATE

n.wick@vfghelps.com

Joined Vision Financial Group (VFG)

2020

Current Role and Background

Before working at Vision Financial Group, Nathan worked at a community bank in Winona, MN in the credit card and credit analysis departments. His current role involves working with asset allocations for trade mapping and meeting purposes, monitoring financial accounts, executing trades, and participating in projects to ensure efficiency of processes.

Attended

Winona State University, BS of Finance with a minor in Economics

First Job

I was a lifeguard and swimming lessons teacher at a local pool.

Outside of Work…

I am an avid deer hunter and love spending time out in the woods. I also enjoy both watching and playing sports, reading, watching movies, working out, as well as spending time with friends and family.

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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. 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!

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Margie Witt

Executive Assistant

MARGIE WITT

EXECUTIVE ASSISTANT

m.witt@vfghelps.com

Joined Vision Financial Group (VFG)

2021

Current Role and Background

Margie serves as an executive assistant for Financial Advisor Mike Berry. Margie provides the bedrock of client relations with Wealth Builders, Inc., beginning in 1996. 

Attended

Marshalltown High School 

First Job

Car Hop Waitress (no roller skates) at Dog N Suds

Outside of Work…

Spending time with 2 children, 6 grandchildren, family, and friends. I enjoy gardening, fishing, and traveling.