We work with business owners to implement tools that not only help them plan out their futures as business owners and individuals but are of benefit to their employees and the management of their businesses as a whole.Learn More
Persuing your ideal future will require more than simply earning money. We will help you add growth and protection protocols that cover all of your assets, today and for generations to come.Learn More
Our team at Fellows Group is dedicated to helpyou and provide the resources you need togrow and reach your goals. If there anythingwe can help you with, please contact us. Welook forward to serving you.Learn More
Lately, I have been asked two questions, “What matters most” and “What’s your why.” When I ask myself the question, “What matters most?” two things immediately come to mind, my family and my clients. Growing up my brother and I weren’t always the best of friends; we had our sibling moments like every other brother and sister. Blake and I use to enjoy playing basketball together. Going to the gym on a Saturday and running drills. When I moved to Iowa, the distance was too much to stay as close. Our mom raised us on her own. She owned her own business, worked very hard, even on Saturdays. Our mom instilled great values, morals, and work ethic that we are now passing on to our families.
Growing up I recall my mom meeting with a CPA, but never a financial planner. I didn’t know it then, but I have learned that many times she took risks to seize an opportunity. She blindly took business risks to be able to pay the bills. She often prayed that it would all work out but had no idea at the time if it would. She had no one helping her make these very important, life-changing, financial decisions.
Have you ever asked yourself, “What’s your Why?” It’s an interesting exercise. Take something that you’re working on or trying to understand and ask why 5 times to drill down to the route cause.
Why am I a Financial Advisor? I love to help others fulfill their financial dreams. Why? So, they don’t have to make difficult financial decisions on their own. Why? So, they don’t have to worry or lose sleep at night. Why? So, they can live their best life. Why? As far as we know, we are only here once, and it would be a shame to live it in fear or unprepared. I want my clients to know that if something happened to them, they were able to do the things they dreamed about and their families are protected and taken care of because they did a good job planning.
My husband Ben and I live in Indianola, IA. We have three children Bo, Janee, and PJ. When I am not working or shuttling kids to and from school activities and sporting events, we enjoy the outdoors. We love to go biking, mountain biking, and snowboarding/skiing. Our favorite place to go in the winter in Big Sky, Montana! We believe it is very important to teach our kids things they can do long after sports are over!
If you are ready for a different kind of experience when you meet with a financial planner, I’m ready to listen. Together we will determine if we are a good fit for each other! Please call (515) 259-6567 to schedule an appointment.
A business owner's policy is known as BOP for short. This is appropriate, given that it offers a one-two punch. It’s a combination policy that brings together two types of coverages. The first type is property insurance. Property insurance covers risks associated with your business’ premises, equipment, and vehicles. Additionally, it often includes any associated loss of business. The second type is liability insurance. Liability insurance covers damage to people you deal with and their property.Learn More
Planning for your dreams will take more than hoping and wishing. In addition to our in-house knowledge and proven financial experience, our financial management services utilize cutting-edge technology and enlist outside experts to apply objective advice to every client's needs.Learn More
We know that you cannot control everything, but you can be prepared for it. What if a major storm causes you to lose power to your building and your operations cease, or if a fire severely damages your building? Will your business survive? You shouldn’t have to worry about these items and paying for them. With the right protection, you won’t have to. Our insurance advisors can help you identify gaps in coverage, look for ways to save money, and keep your assets and income protected.Learn More
Our insurance advisors take time to understand your unique situation, identify and eliminate gaps in coverage that might leave you exposed. We create personalized plans that fit your lifestyle and needs. From auto insurance to home insurance, we’re in the business of helping people protect what they value and have worked so hard to build If you would like to have on of advisors review your situation, please contact us.Learn More
In a client-based business like ours, we would never have survived if we hadn't started with the dynamic team. We seek out team members who not only offer our clients depth of experience and industry knowledge but who also appreciate the value of building a relationship and genuine caring about our client's needs and successes.Learn More
Unlike the big firms that have agents chasing numbers and "dollars invested," our advisors maintain smaller, more exclusive client lists that allow them to focus on a client's unique needs, be they on the business or individual service side. We are available to our clients when they need us.
In a client-based business like ours, we would never have survived if we hadn't started with the dynamic team. We seek out team members who not only offer our clients depth of experience and industry knowledge but who also appreciate the value of building a relationship and genuine caring about our client's needs and successes. Any Fellows Financial Group team member is invited to join only if they fit within our client-first culture. After all, our clients depend on us for theirs and their family's futures.Meet Our Team