Contact Us

Marc Geels

Wealth Manager

PHILOSOPHY

At all times I will hold my profession in high esteem and strive to fulfill the needs of my clients to the best of my abilities.

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Don Helibuth

Wealth Manager

PHILOSOPHY

I believe that my work is nothing more than forming relationships with people; counseling and educating them in conjunction with their estate planning professionals, Investments and Insurance.

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Julie Chadwick

Registered Director of Operations

Julie is the glue that holds us all together; she wears many hats, from maintaining all office procedures, compliance and security, to training and hiring of assistants Our clients are our number one focus and we want to make sure your client experience and service is second to none. Julie is our Director of Operations, Insurance licensed in IA as well as securities licensed with her Series 6 & 63.

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Megan Severeide

Registered Client Service Assistant

Megan is our back office. Securities Licensed She prepares all paperwork for your meetings and processes all the transactions for your accounts. Megan makes sure all transactions are completed and all of the accounts are set up correctly. Megan is our Registered Client Service Assistant, Insurance licensed in NE as well as securities licensed with her Series 6 & 63.

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Jennifer C. Wendel

Director of Client Services

Jennifer is your first point of contact, she is the friendly voice that answers your call and greets you when you visit the office. Jennifer schedules all appointments and organizes all of our upcoming events and seminars. Jennifer is our Marketing and Customer Service specialist.

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5764 Sunnybrook Drive | Sioux City, IA 51106
Phone: 712-224-4651 | Toll Free: 888-303-3374 | Fax: 712-224-4655
www.efs4u.com