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My passion includes a desire to serve and provide value to our clients with all of the services and products we have to offer. My top values in life are positive attitude, relationships, focus and accountability. Life is tough and unplanned events will happen, having a positive attitude can help get us through whatever life throws at us. I grew up on a farm in eastern Iowa where the standard was that you took time to get to know people. That attribute of developing relationships with people I meet will always be with me. It is easy to stay busy in life, but staying focused on what is important to you will allow you to be productive. If something that you were a part of goes wrong, own it and be accountable. It was your fault.
Our organization works with both business owners and individuals. We help business owners with their transition planning so they can successfully leave the business on their terms and perpetuate their business through the next generation. A solid succession plan provides reassurance to clients, sets the minds of employees at ease and helps the successor take the reins with confidence.
We help individuals and families with their financial planning, which for everybody includes both risk management and asset management. We educate our clients so they are in a position to make decisions towards achieving their financial goals. We help you play defense so you are prepared for unplanned events, along with designing an offense so you are aiming for a secure and happy retirement. We take a simple approach and mindset with our business.
We strive to simplify the complex. This concept aligns with one of my favorite sayings – Don’t take life too seriously…you’ll never get out alive!
Investment Advisor Representative
2017 – Present
2017 – Present
2014 – 2017
Series 7, 66
Health, Life, Accident Insurance
Chawn has no disciplinary information history to disclose.