Meet our knowledgeable professionals:
Deb is active in the Cedar Rapids community. She is a board member for the Student Investment Advisory at Coe College, a trustee for Horizons, as well as a board member and serves on multiple committees for United Way. Deb is also the board treasurer (previously chair) for the Meth-Wick Community and board chair for Kirkwood Community College Alumni and Friends Council.
Scott utilizes a total wealth management approach that considers investments, taxes, insurance, wealth transfer, etc. He helps each client develop and implement a plan to meet his/her short and long-term financial goals. He also provides overall investment management, retirement planning, including accumulation and distribution, estate planning, and 401k consulting.
Scott currently serves on the Cedar Rapids City Council, and is also involved with Indian Creek Nature Center and Daybreak Rotary.
Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA / SIPC). Insurance products are offered through LPL or its licensed affiliates. Cedar Rapids Bank & Trust and Cedar Rapids Investment Consulting are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Cedar Rapids Investment Consulting, and may also be employees of Cedar Rapids Bank & Trust. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Cedar Rapids Bank & Trust or Cedar Rapids Investment Consulting. Securities and insurance offered through LPL or its affiliates are:
Cedar Rapids Bank and Trust and Cedar Rapids Investment Consulting are not registered broker/dealers and are not affiliated with LPL Financial. The LPL Financial registered representatives associated with this site may only discuss and/or transact business within the following states: AK, AZ, CA, CO, DC, FL, GA, IA, IL, KS, KY, MA, MD, MI, MN, MO, MS, MT, NC, NJ, NM, NV, OH, OR, SC, TN, TX, VA, WA, WI