Partner, Investment Advisor Representative
Areas of Concentration:
Business development, individual, corporate and partnership income tax planning and consulting,
financial, risk management and retirement planning and small business consulting.
Education:
B.S. in Accounting, Upper Iowa University, Fayette, Iowa
Associates Degree in Accounting and Business Administration, American Institute of Business,
Des Moines, Iowa.
Professional / Personal Activities:
Member of the American Institute of Certified Public Accountants, its Personal Financial Planning
Division and holds the Preferred Financial Specialist Designation, member of the Iowa Society of
Certified Public Accountants and Urbandale Chamber of Commerce.
Enjoys family activities, biking, hiking, all types of music and sports.
License Numbers:
Iowa CPA License: 5986
Registered Investment Representative: 60018
Partner
Areas of Concentration:
Tax, write up services, payroll and payroll tax processing, computer software training,
individual, corporate and partnership income tax preparation.
Will joined us in November 2009. He has accounting experience in the private sector,
has worked for the Internal Revenue Service taxpayer assistance division, and has experience
in the preparation of tax returns with a tax return processing company.
Professional / Personal Activities:
Enjoys spending time with his family, watching sports, and spending time with nature whether
it be biking, fishing, golfing, canoeing, photography, or gardening.
Education:
B.S. in Accounting, Iowa State University, Ames, Iowa.
License Numbers:
IA CPA License: 12693
Client Service Coordinator
Areas of Concentration:
Client service coordinator, financial services administration, bookkeeping and payroll processing.
Jean has worked for over 16 years in client service areas. She joined our organization part-time
in 2009 and transitioned to full-time in 2014. She enjoys cooking for family and friends and
outdoor activities including camping and fishing.
Accountant
Areas of Concentration:
Accounting services include accounts payable (A/P) and accounts receivable (A/R), write up services,
payroll processing, financial reporting, computer software training, individual and business tax preparation.
Jessica joined us in December of 2025. She has over four years of public accounting experience,
as well as individual and business tax preparation knowledge. She is bilingual in English and Spanish.
Professional / Personal Activities:
Jessica enjoys spending time with her family exploring new places, being outdoors and swimming.
She also spends her time serving in the Army National Guard since 2020.
Education:
B.S. in Accounting & Audit, University of Azuay, Cuenca, Ecuador.
Office management, financial services administration.
Professional / Personal Activities:
Reading, cooking, and spending time with her two kids and husband. Has 10+ years of experience
in client services as well as 4 years of accounting experience.
Education:
Bachelor of Science in Business Management with a focus in Human Resource Management,
Colorado Technical University, Colorado Springs, Colorado.
Accountant
Areas of Concentration:
Individual, corporate, and partnership tax preparation and review. Individual, corporate,
and partnership income tax year-end planning. Write up services, bookkeeping, payroll processing,
and payroll tax processing.
Professional / Personal Activities:
Member of the American Institute of Certified Public Accountants. Outside of work, enjoys traveling,
watching sports, hiking, biking, and golfing.
Education:
B.S. in Accounting and Finance, Iowa State University, Ames, Iowa.
License Numbers:
IA CPA License: 16019
CPA
After being a member of the firm for over 20 years, Rod semi-retired from Financial Care Professionals
December 31, 2020. We are extremely fortunate Rod will be working with us during upcoming tax seasons,
assisting us with tax return processing. After tax season, Rod will enjoy golfing, jogging, traveling,
and spending time with his wife and grandchildren.