Contact Us: (800) 247-5340 | (515) 223-9479 |

Meet The Team

Executive Support

Executive Support: Linda Hoffman and Alison Crusan

Because organization is everything

As hard as we work to serve our advisors and our clients, we rely on our own support to keep us focused and organized. Our administrative support team of Linda Hoffman and Alison Crusan provides the help we need to stay focused on serving you and your clients. From giving you personal attention when you call, to organizing our countless events, Linda and Alison keep us in line. This allows us to focus on serving you in the most effective and efficient way possible. A house is only as strong as its foundation, and ours is a solid one.

Linda Hoffman

Linda Hoffman

Linda Hoffman

Alison Crusan