About Our Team
Our FirmWith the right partner retirement planning becomes exciting not stressful.
At our firm, we believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.
We can help you address:
- Investing principles and strategies
- Retirement investing and distribution strategies
- Estate conservation issues
- Risk management analysis
We also can answer your questions, including:
- Can I retire early?
- Are my investments working hard enough?
- What’s a good approach for college savings?
- What are the elements of a sound estate strategy?
- Do I have enough life insurance for my family?
Our experienced professionals have helped many people just like you with similar issues and concerns. We can help you create an approach that is designed to address your individual situation
Who We Are We Are Planners
At Vosler Investment Group, planning isn't just the first step toward your financial future; it's the most important step. It's the foundation of our business, from establishing client relationships to monitoring investment planning recommendations. We take the time to explore your financial goals and expectations because by determining what you need or want for a comfortable retirement, we are that much closer to helping you achieve it.
Barry, a CERTIFIED FINANCIAL PLANNER™, as well as Angela, an LPL Financial Consultant, have earned credibility and trust that come with education, experience, regular examinations and compliance with a code of ethics. These accomplishments are of paramount importance in choosing the investment planner who will be responsible for helping meet your financial expectations. We can help you fund your retirement, preserve your legacy, save for a quality education, develop a realistic investment plan and protect current and future assets. This comprehensive approach to financial guidance. It's the cornerstone on which we have built successful, lasting client relationships.
*Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
Who Will You Work WithMeet Your Advisors
N. Barry Vosler, CFP®, MPAS™, AIF®
LPL Financial Advisor
Barry has been guiding investors since 1988. He earned his CFP® professional designation in 1994 from the College of Financial Planning. He received his Bachelors of Science degree in Finance from Marquette University in 1987....
Angela Vosler, LPL Registered Sales Assistant CRPC®, CLTC
LPL Registered Sales Assistant
Angela's Series 7 registration is held through LPL Financial. She holds the CRPC and CLTC designations. She is a graduate of the University of Northern Iowa and through...
Sheila Bormann
LPL Registered Administrative Associate
Sheila has been a part of the LPL team since 2001 in which time she has earned her Series 7 Investment Representative registration held through LPL Financial. As the Operations Manager, Sheila is responsible for end to end processing...
Colette Christensen
Customer Service Representative
Colette joined the Vosler LPL team in February 2012. She brings with her 18 years of Customer Service experience. Colette earned her Bachelor of Arts degree in Communications from the University of Northern Iowa. Since being with the...
ContactWe Want To
Hear From You
Ready to take control of your financial journey? Let’s talk about how Volser Investments can help you design a strategy built around your life.
914 Sixth Avenue
DeWitt, IA 52742