Focusing on employers and retirement planning since 1990, Brian started his career working for one of the 401(k) industry's leading retirement plan providers. In 2004, he joined LPL Financial to assist employers, participants, and individuals, working with them as they pursue their retirement and financial goals. His career focus is to assist individuals so that they can retire with dignity and to educate companies and their employees about retirement plans.
Brian has been securities registered since September of 1994. Because Brian believes that the success of the participant is central to the success of the plan, he has provided many live and web based education meetings in the past twenty years. Additionally, he has significant experience meeting with investment committees and plan sponsors guiding them on their fiduciary responsibilities. Finally, Brian has helped plan sponsors design and tailor their plans to the needs of the individual company and participants within the plan. This means that plan sponsors don’t have to just rely on the plan design ideas of compliance administrators, which are often not completely familiar with the business and the employees.
Brian earned the Chartered Retirement Plans Specialist® (CRPS®) designation from The College for Financial Planning. In 2005, Brian completed the Accredited Investment Fiduciary® (AIF®) program through the Center for Fiduciary Studies. This designation along with the education received and commitment to the AIF® ethical policy has prepared Brian to assist plan sponsors with the selection and ongoing monitoring of the investment offerings in their plan. In many cases, Brian can serve as a 3(21) fiduciary to the plan. He earned the Professional Plan Consultant™ designation, also from the Center for Fiduciary Studies. He holds the FINRA Series 6, 7, 63 and 66 registrations with LPL Financial and is an Investment Advisor Representative operating under the Registered Investment Advisor of RetireRight LLC.
Dan started in the Financial Services business on September 1st 1987, the third generation of his family to do so and is dedicated to developing and implementing processes for his clients that work towards improving personal and corporate retirement plans. He holds the FINRA 6,7,and 63 registrations with LPL Financial and is an Investment Advisor Representative operating under the Registered Investment Advisor of RetireRight LLC. Dan has been affiliated with LPL since 1998 and prior to that worked with one of the nation’s leading pension companies. He is also an Accredited Investment Fiduciary® (AIF®).
Dan works with his clients as an ERISA 3(21) Co-fiduciary and is always seeking out new ways to improve his clients' experience.
A 1986 Graduate of the University of Iowa, and a 1984 Graduate of New Mexico Military Institute. He served as an Officer in the Iowa National Guard, 1/133rd, as an Infantry Platoon Leader, Company Commander and Battalion Staff Officer. In 1991 Dan spent the year in Moscow, Russia as the head of a trade organization between Iowa and Russia called JB DeMos. He is also a graduate of the Greater Des Moines Leadership Institute and was awarded the '40 under 40' designation by the Des Moines Business Record.
Dan and his family are very involved in the community. Dan and is wife Ellen have been married since 1995 and enjoy traveling. His daughter is a teacher in Shawnee KS and his son Tripp, is a member of the PGA, Korn Ferry Tour. Dan also enjoys spending time with family, playing and watching golf.
Although Dirk’s well acquainted and experienced in many tax and financial advisory issues, there are a few particulars that set him apart. He is a Certified Plan Fiduciary Advisor (CPFA®), an Accredited Investment Fiduciary (AIF®), as well as an Enrolled Agent (EA).
He graduated in 1997 with a Bachelor of Business Administration from Grand View University. He began working that same year at Farm Bureau Financial and later at New England Financial before arriving to LPL Financial. He holds the FINRA 6 and 63 through LPL Financial and 65 registration with Retire Right. From April of 2016 through May of 2019 Dirk was appointed by Governor Terry Branstad to the Iowa Accountancy Board.
Dirk has written financial advisory articles in publications like “The Register”. Dirk also has presented educational tax seminars to The Iowa Chiropractic Society, Des Moines’s Northwest Senior Center, Two Rivers Real Estate Investors Group, Urbandale Senior Center, Clive Chamber of Commerce, Carlisle Chamber of Commerce, New Iowa Entrepreneurs Coalition, Iowa Biz Group, REMAX Real Estate Agents Group, SCORE (Small Business Mentoring and Training), and the West Des Moines Senior Center.
Dirk lives in West Des Moines with his wife Jodi, they have two daughters, Cassidy, and Calista, and one grandson Kalijha.
Passionate about helping people realize their financial goals, Kyle began his career as a financial planning professional 15 years ago with a major national financial services company. Corporate retirement plans, along with helping individual employees plan for their short and long-term financial goals, are among his specialties. He has extensive experience consulting with; business owners to evaluate retirement and 401(k) plan designs, plan sponsors in monitoring the ongoing administration of retirement plans, and employees to help them understand the importance of saving for retirement.
As a financial planning consultant, Kyle enjoys partnering with his clients to organize their financial lives, plan for their futures, and feel secure in the present. He takes great care in helping clients to construct and implement a strategy tailored to their unique financial, investment, tax, charitable, and estate planning goals. Kyle builds solid long-term relationships with his clients, allowing him to fully understand their individual needs and objectives. Now joining RetireRight, he gains the additional resources necessary to effectively manage his clients’ wealth, build tailored plans, and tap into an array of knowledge as needed.
Kyle graduated from Loras College where he received Bachelor of Arts and master’s degrees. He holds the FINRA Series 6, 7, 63 through LPL Financial and 65 registration through RetieRight LLC.
When not spending time helping his clients protect and grow their wealth, Kyle enjoys traveling and eating good food with his wife Tasha, coaching sports for their sons Jackson and Owen, and staying active with his dog, Oscar. Kyle participates with several non-profit organizations and charities.