Broker Check

Team

At our firm, we believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.

We can help you address:

  • Investing principles and strategies
  • Retirement investing and distribution strategies
  • Estate conservation issues
  • Risk management analysis

We also can answer your questions, including:

  • Can I retire early?
  • Are my investments working hard enough?
  • What’s a good approach for college savings?
  • What are the elements of a sound estate strategy?
  • Do I have enough life insurance for my family?

Our experienced professionals have helped many people just like you with similar issues and concerns. We can help you create an approach that is designed to address your individual situation.

 

Matt Strajack

Financial Consultant

(563) 262-3144

(563) 262-3148

[email protected]

A Muscatine native, Matt Strajack attended The University of Iowa and graduated with a degree in Finance. He began his career with Morgan Stanley in 1995, serving as a Financial Advisor and managing an active book of several hundred...

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Jordan Miller

Financial Consultant

(563) 262-3123

(563) 262-3148

[email protected]

A Muscatine native, Jordan Miller attended The University of Northern Iowa and graduated with a degree in Business Administration. He began his career with Central State Bank in 2011, serving as a Personal Banker and taking care of the...

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Pesey Davis

Administrative Assistant

(563) 262-3802

(563) 262-3148

[email protected]

Originally from Cincinnati, Ohio, Pesey Davis attended Miami University (located in Oxford, Ohio) and graduated with a bachelor’s degree in Psychology. She began her career with CBI Investment Services in 2009 after moving here...

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