Team
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.
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
563) 659-3144
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 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 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...
Jackie joined LPL in 2006 and is responsible for marketing and client relations. Jackie is a life-long resident of DeWitt and she and her husband Merv own DeWitt Eyecare Clinic. Jackie and Merv have 3 sons, 2 daughter-in-laws and 3...