Staff

Burlington Office

Loren Schaffner
Sara Worrell

Fort Madison Office

Beth Holmes
Donna Helmick
Heather Dickey
Jami Houlton
Jonna Schneider
Steve Eschman

Keokuk Office

Brook Batley
Debbie Felgar
Eric Nagel
Janell Fowler
Jon Little
Kathryn Marlin
Kerry Klepfer
Corrin Sapp
Kim Stansbery
Melissa Parker
Stephanie Riddle

Create a lasting financial legacy.

Services to help ensure the legacy you desire is carried out.