Jason Rozenboom

Wendy Sims is a PFS™ credentialed financial advisor with 27 years of industry experience. She is affiliated with Avantax Planning Partners, Inc. and has worked with Honkamp Krueger Financial Services since 1999. In addition to her advisory role, she is a shareholder and accountant at Schuring Uitermarkt Sims McCleish Ver Meer, PC, a regional CPA firm, and serves on the boards of the Leighton Investment Company and the Pella Regional Health Center Foundation. Avantax Planning Partners provides investment advice and planning primarily to individuals, pension and profit-sharing plans, charitable organizations, and businesses through referral arrangements with independent CPA firms and registered advisor representatives. The firm employs a model-based style allocation investment approach with discretionary portfolio management and offers tax-intelligent overlays and centralized trading through its designated custodians.

Michael Vermeer is a financial advisor with Avantax Planning Partners, Inc. who holds a Series 63 designation and has 26 years of industry experience. His career includes roles at Cetera Wealth Services, LLC, Avantax Investment Services, INC., and Proequities. Outside of advising, he is a shareholder in Schuring & Uitermarkt, P.C., an accounting practice, and serves as Vice President of Radjas, Inc., a drive-in theatre. Avantax Planning Partners provides investment advice and planning primarily to individuals, pension and profit-sharing plans, charitable organizations, and businesses, often through collaborative referral arrangements with independent CPA firms and registered advisor representatives. The firm’s investment process is overseen by an Investment Advisory Committee and emphasizes model-based style allocation strategies, discretionary portfolio management, and tax-intelligent overlays.

Wendy Albers is a financial advisor with Avantax Planning Partners, Inc. holding the PFS™ designation and has two years of industry experience. She has a background in public accounting and financial services through her long-term involvement with Schuring & Uitermarkt PC dba Welgaard CPAs and Advisors. Outside of her advisory work, she serves as treasurer for Spark of Life Ministries, a nonprofit that organizes spiritual retreats for high school students. Avantax Planning Partners provides investment advice and planning primarily to individuals, pension and profit-sharing plans, charitable organizations, and businesses, working closely with independent CPA firms and registered advisor representatives. The firm employs model-based style allocation strategies and discretionary portfolio management, supported by an Investment Advisory Committee and tax-intelligent overlays.

Zachary Vande Weerd is a financial advisor at CWM, LLC with two years of industry experience. He holds a Series 65 designation and has previously worked at Carson Wealth and KPMG. CWM serves a diverse client base including individuals, high-net-worth families, corporations, endowments, and institutional sponsors, offering services such as asset management, financial planning, and retirement plan consulting. The firm uses discretionary portfolio management through an Investment Committee and combines in-house models, third-party sub-advisors, and technology partners to deliver customized investment solutions.

Tricia De Haan is a financial advisor at CWM, LLC with five years of industry experience and holds a Series 66 designation. Her prior experience includes roles at Carson Wealth, Cetera Wealth Services, Raymond James Financial, and Marion County Bank. Outside of her advisory work, she serves as secretary for New Life Prison Church, a religious organization in Pella, Iowa. CWM, LLC serves a diverse client base including individuals, high-net-worth families, corporations, and institutional sponsors. The firm offers asset management, financial planning, retirement plan consulting, and sub-advisory services, utilizing a combination of in-house models, third-party sub-advisors, and technology partners to implement discretionary portfolio management.

Mark Wiskus is a financial advisor with Eagle Strategies (NY Life) based in Grimes, IA, holding Series 63 and Series 65 licenses and with 26 years of industry experience. He has been associated with Eagle Strategies since 2007 and has led Wiskus Group since 2010. Outside of his advisory work, Wiskus serves on several nonprofit boards including the Pella Opera House, Kiwanis Club, Unity Point Health Des Moines Foundation, Keep Iowa Beautiful, and the Pella Community Foundation, where he is president. Eagle Strategies LLC provides financial planning, investment advisory, and retirement plan consulting services to individuals, employer-sponsored retirement plans, trusts, charitable organizations, and corporate clients. The firm emphasizes client-directed solutions and uses third-party managers and model portfolios, operating as an indirect subsidiary of New York Life with approximately $25.4 billion in regulatory assets under management as of December 31, 2024.