Broker Check

5764 Sunnybrook Drive, Sioux City, IA 51106

Our Team


 

Marc Geels, CFP®

Wealth Advisor

(712) 224-4651

(712) 224-4655

Marc Geels is committed to you and your family’s success. As a Wealth Manager, he works with successful individuals that are working towards or who are already retired. Marc understands today’s unique challenges retirees’ face and...

Read more

Dr. Don Heilbuth

Wealth Advisor

(712) 224-4651

(712) 224-4655

Dr. Don Heilbuth has been a part of the financial services industry for approximately 30 years. Don specializes in providing independent, personal wealth Management services to successful people entering or near retirement. Don is a...

Read more

Bryon Oines

Wealth Advisor

712-224-4651

712-224-4655

Bryon’s practice focuses on working with successful individuals, and their families, as well as small to mid-sized business owners. He accomplishes this by offering his clients access to one of the area’s leading wealth management...

Read more

Dana Baldridge

Vice President of Operations

(712) 224-4651

(712) 224-4655

Dana assists our advisors with the preparation for upcoming client meetings or reviews. Dana has an in depth knowledge and understanding of our software programs and investment products. Updating and gathering information for a...

Read more

Rebecca Suhr

Operations Support Specialist

712-224-4651

712-224-4655

Rebecca is responsible for the day-to-day back office details, she helps to ensure that clients have a wonderful operational experience. Her primary responsibility is to assist advisors by organizing and ensuring proper completion of...

Read more