Ray has been providing advice to high net worth families and individuals since 1992. Ray’s individualistic approach to the client process allows him and his team to run portfolios in a highly customized fashion according to client preference. This process has been sought by individuals and multigenerational families with complex financial needs. Today, he derives his greatest joy from serving both his clients and his community. He knows that when his clients do well, so does the community, his team, and his practice. He graduated from the University of Iowa with a degree in Finance in 1977. Prior to joining the team, Ray served as the Regional Director of Commercial Real Estate at Principal Financial Group. Outside of the office, Ray enjoys spending time with his wife Sherri, their children and grandchildren, being outdoors, and supporting his Iowa Hawkeyes. He is also an avid vinyl record and vintage radio collector.

Tamara grew up in Central Iowa, leaving just after high school graduation to attend New York University.  She found herself deeply involved in the fashion business, ultimately serving as Press Attaché for fashion designer Stephen Sprouse, then as Head of the Men's Division at Click Model Management – both in New York City.  This line of work took her around the globe: as Co-Director of Casting Talent agency in Rio de Janeiro, Brazil; then as Director of Click Talent LA.

Eventually, Tamara felt the pull of her Midwestern roots, and returned to Des Moines.  She signed as a Pension Consultant at Principal Financial Group while she completed her MBA at Drake University, then moved to Everen Securities as a Financial Advisor.

Tamara is active in her community.  Among other things, she is an officer for the Des Moines Committee on Foreign Relations and provides support for numerous social justice organizations.  She also has a love/hate relationship with organic gardening.

Brandon began his career in the financial industry in 2006.  This gave him the opportunity to understand how financial markets work at a young age.  Further, he learned that having a plan is essential in responding to economic conditions that can dynamically change business or client needs.  As part of a multi-generational advisory team, his skill set uniquely caters to working with retirees, those within 10 years of retirement, and their family members that will be part of the legacy they wish to create. 

As a child, Brandon lost both grandfathers while they were still young.  Through the years, he has witnessed the intergenerational impact that their different degrees of financial preparedness had on his family.  This is why he is here and the opportunity to help clients shape their financial future is what drives him. 

  Brandon and his wife Genevieve live in Des Moines, Iowa with their two children, Teddy and Caroline and their dogs, Birdie and Betty.  He also enjoys mountain biking, fly-fishing, trail running, reading, and being an extremely amateur golfer.  He is a graduate of the Henry B. Tippie College of Business at The University of Iowa.

Brandon holds the Series 7 and Series 66 registrations and is insurance licensed in the State of Iowa.