Our Involvement
One of the most rewarding aspects of being strategic with your time is that it allows you to create an impact on the lives of those around you. We believe that by using our time to help others, those minutes and hours increase in value exponentially, which is why our firm is committed to giving back to the causes we care about and spending time with other industry professionals to ensure we stay ahead of the curve in the financial world. We’re dedicated to the growth and success not just of our clients, but of our community, and we care about spending time developing and supporting others. We know that by using our time and abilities to help our community, we’re creating value that extends beyond our own lifetime. Some of the organizations we’re proud to be involved with include Ducks Unlimited, The Million Dollar Round Table, NAIFA, Benton Community Schools, Society of Financial Services Professionals, Pheasants Forever, and The YMCA.
Pheasants Forever
Scott and Gene are members of Pheasants Forever, an organization that's dedicated to improving habitats, public access, and education to better conserve pheasants, quail, and other wildlife.
MDRT
Kevin is a lifetime qualifying member of the Million Dollar Round Table (MDRT). MDRT, The Premier Association of Financial Professionals, is recognized globally as the standard of excellence in life insurance sales performance in the insurance and financial services industry.
NAIFA
Scott and Kevin are members of NAIFA, a trade organization for professionals in the financial and insurance industry. Through NAIFA, members have access to resources and learning opportunities.
Benton Community Schools
Gene and Beth love being involved in our community's schools. Gene coaches high school, middle school, and youth wrestling, and Beth coaches the high school dance team.
Society of FSP
Kevin is a member and former board member of the Society of Financial Services Professionals. The Society of FSP is focused on building connections between financial professionals and offering resources and opportunities for their betterment.
Ducks Unlimited
Gene is a member of Ducks Unlimited, an organization focused on preserving and protecting wetlands and associated habitats for North America's waterfowl.
YMCA
Scott is on the board of our local YMCA and is passionate about the incredible resources and opportunities the organization provides to the youth and adults in our community.
Our Location
3720 Queen Court SW, Suite 4
Cedar Rapids, IA 52404
