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Our Values

Family

Integrity

Purpose

Our Strategic Alliance with First Financial Group

Our Strategic Alliance with First Financial Group


First Financial Group is a full service financial planning and wealth management firm with a national footprint.  Our strategic alliance allows us to enhance and expand the strategies and services we can bring to our clients.

OUR PROCESS

In order for you to understand your financial picture and make decisions in your best interest, here’s what to expect in our conversations

KNOW WHAT
YOU OWN

The start of our conversation begins having a conversation about the financial decisions you have already made and what you are trying to achieve. Before we go anywhere together, its imperative for both of us to have an understanding of where you are right now.

OWN WHAT
YOU WANT

We shift our focus to creating financial strategies that allow you to get to your preferred destination – while reducing risks, taxes, and costs. In our conversation, strategies override product.

GOOD FOR TODAY, TOMORROW, AND THE END RESULT IN MIND

As we stride towards creating your desired financial future – we will work to make sure that the plan works under all circumstances. A great long term plan isn’t ‘set it and forget it’, we review your financial picture annually ensuring we continue reducing risk, taxes, and costs.

Meet Our Team

Jen Boldt

Jen Boldt

Financial Advisor
301.907.9030
jenboldt@ewiowa.com

Jay DeVries

Jay DeVries

Financial Advisor
301.907.9030
jaydevries@ewiowa.com

Tony Patterson

Tony Patterson

Financial Advisor
301.907.9030
tonypatterson@ewiowa.com

Todd Thomas

Todd Thomas

Financial Advisor
319.675.0010
toddthomas@ewiowa.com
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