Gremler Financial Group

CONNECT

Address:

4140 Grand Avenue
Des Moines, IA 50312

Phone:

1-800-GREMLER (473-6537) ,515-453-2222 ,

Fax/Other:

515-453-2225

Staff Biographies

Abby Belvin*, CFP®:  Financial Assistant. Joined the company in 2017. Responsible for all facets of client servicing including new account set-up, maintenance of client records, client meeting preparation and daily account transactions. She enhances client relationships by responding to customer inquiries and solving problems. Abby received a Bachelor’s degree in Financial Counseling & Planning as well as a Master of Family & Consumer Sciences, Family Financial Planning from Iowa State University. Abby obtained her Certified Financial Planner™ designation in 2017.   She is involved with the Young Professionals Connection and served as the 2016 Social Chair and 2017 Treasurer. In her free time she enjoys sand volleyball, reading and spending time with friends and family.

Clark Buss*:  Chief Marketing Officer. Joined the company in 2010.  Responsible for marketing and business development activities for the firm.  Clark is an Iowa native. He graduated from the University of Iowa with a BBA in Marketing. Clark has spent his entire career in the financial services field focusing on retirement planning, business development, key account management and marketing strategy.  He and his wife, Anna, have two daughters and reside in Urbandale, Iowa.

Micaela Chase*:  Financial Assistant. Joined the company in 2016. Responsible for all facets of client servicing including new account set-up, maintenance of client records, client meeting preparation and daily account transactions.  She enhances client relationships by responding to customer inquiries and solving problems.  Micaela has worked in the Financial Services Industry for 17 years specializing in Brokerage/Advisory Operations.  She and her family, including three children live in Waukee, Iowa.

Jasen Dahm:  Jasen Dahm, CPA, CFA, is a Financial Analyst focusing on asset allocation and tax minimization strategies.  He serves on our investment committee.  He formerly served as a research analyst for a fund of hedge funds as well as a Senior Auditor for Deloitte and Touche.  Jasen earned his BBA in Accounting and Finance as well as a Masters of Accountancy from the University of Iowa.

Ryan Dalton*:  Financial Assistant.  Joined the company in  2016.  Ryan focuses on asset allocation and investment research.  He graduated from Drake University with a double major in Accounting and Marketing.

Sarah Dols:  Compliance Analyst. Joined the company in 2015. Responsible for assisting in risk management within the OSJ network arm of the company. She has a wide range of experience in the financial services industry starting out as a Financial Assistant, then a short stint as a Financial Representative, and moving to Marketing in the back office of a major local company. Eventually she moved to a Compliance role within that company and has been involved in a Compliance role for more than 10 years.

Alicia Dougherty*:  Executive Assistant to John Gremler.  Joined the company in 2004. Responsible for various administrative duties including processing new business, tracking existing business, handling client service calls, and preparing and documenting client meetings.  Alicia attended the University of Wisconsin-River Falls and Grand View College where she earned a BA in Human Services.  Alicia played multiple sports in high school and stays active today through daily exercise and athletics.  Alicia enjoys playing golf, camping, fishing, boating and spending time with family and friends.

Nick Frazier*:  Financial Assistant. Joined the company in April 2017. Nick focuses on asset allocation and is pursuing an advising career.  He graduated from Iowa State University where he doubled majored in Speech Communication and Advertising with a minor in Business.   Nick previously served as a Marketing Manager with an information technology firm.

Kathleen Lippold:   Joined the company in 2003.  Responsible for completing new account paperwork and tracking the progress of transfers and additions to existing accounts.  Kathleen enhances client relationships by responding to customer inquiries and solving problems.  Kathleen currently holds Series 6, 26, and 63 registrations. She graduated from Northeast Missouri State University (now Truman University) with a degree in Therapeutic Recreation and began her career in financial services in 1996.  Kathleen and her husband, Dave, have a daughter Caitlyn. Kathleen is an avid runner who competed in her first marathon at the age of 16.  She also enjoys biking, art shows and the farmers market.

Mike McDonald:   Joined the company in 2005.  Responsible for assisting the advisory team in the preparation of presentations, sales support and client servicing.  He currently holds Series 6, 22 and 63 registrations.  Mike graduated from Iowa State University with a degree in Speech.  Following graduation, Mike served as Production Assistant and Videotape Coordinator at KCCI-TV.  In 1985, he changed careers to become a Registered Representative and later, a Financial Advisor for Waddell & Reed.  Mike and his wife, Beth, live in a neighborhood close to the office where they enjoy gardening, gourmet cooking and visiting with friends and family.

Donnet Nolte*:  Financial Assistant. Joined  the company 2016. Responsible for all facets of client servicing including new account set-up, maintenance of client records, client meeting preparation and daily account transactions.  She enhances client relationships by responding to customer inquiries and solving problems.  Donnet previously worked as a Home Mortgage Processor at Wells Fargo Home Mortgage.  She graduated from the University of Northern Iowa with a Bachelor of Arts degree in General Studies.  She lives in Des Moines with her husband and three daughters. She enjoys spending time with her family, reading, watching movies, and being outdoors. 

Kim Pegg*:  Financial Assistant. Joined the company in 2016. Responsible for all facets of client servicing including new account set-up and maintenance of client records.  She enhances client relationships by responding to customer inquiries and solving problems. Kim previously worked as a manager at Cost Cutters.  She lives in West Des Moines with her husband and two children.  She enjoys playing tennis, reading, and spending time with her family.

Adam Perkins*:  Financial Assistant. Joined the company in May 2016. Adam focuses on asset allocation and is pursuing an advising career.  He graduated from Drake University where he competed in Division 1 Track and Field. Adam has earned degrees in Entrepreneurial Management and Marketing on the Sales and Sales Management Track with a Concentration in Finance.

Sean Phillips:  Financial Analyst. Joined the company in 2015. Sean focuses on asset allocation, investment research, and sits on the investment committee. Sean graduated from Drake University with a bachelor's degree in Finance and Accounting in May of 2016. Prior to joining the company, Sean gained experience in the industry at a financial planning firm, where he was responsible for client meeting preparation. Sean currently holds the Series 7 and 66 registrations and has completed level 1 of the Chartered Financial Analyst (CFA) program.  

Sarah Reeve*:  Financial Assistant. Joined the company in 2015. Responsible for all facets of client servicing including new account set-up and maintenance of client records.  She enhances client relationships by responding to customer inquiries and solving problems. Sarah is a senior at Iowa State, majoring in Business Management and also minoring in marketing. She's actively involved on campus, serving as president and founder of the Iowa State Management club and is also a member of the marketing club and Women in Business.

Kyle Smith*:  Joined the company in 2016.  Responsible for all facets of client servicing including new account set-up, maintenance of client records, client meeting preparation and daily account transactions.  She enhances client relationships by responding to customer inquiries and solving problems.  Kyle has experience in the financial services industry with 401(k) and group retirement programs.  Kyle holds a Bachelor of Science degree from Iowa State University with an emphasis in Finance. She also has a Minor in Art.  Kyle lives near Des Moines with her husband and has four grown children and two young grandchildren.

Gary Stapp:  Registered Principal. Joined the company in 2012.  Responsible for overseeing our broker-dealer relationship and performing a supervisory role for representatives affiliated with Voya Financial Advisors. Gary's financial services experience spans two decades. He was a former Chief Marketing Officer and Former Chief Compliance Officer at a broker-dealer and a former RVP, Compliance Analyst and Variable Products Director at a large insurance company.  Gary holds Series 7, 24 and 66 registrations.  He is a Registered Representative of and offers securities through Voya Financial Advisors, member SIPC. He graduated from Iowa State University with a degree in Marketing.  He and his wife live in Altoona, Iowa, where they raised two children.

Dona Telbiz*:  Financial Assistant.  Joined the company in 2015.  Responsible for all facets of client servicing including new account set-up, maintenance of client records, client meeting preparation and daily account transactions.  She enhances client relationships by responding to customer inquiries and solving problems.  Previously, Dona worked on the operations team at a large insurance company.  She graduated from Des Moines Area Community College with an associate's degree in Criminal Justice. Dona lives in Ankeny, Iowa.  She enjoys playing tennis, running, traveling, and spending time with her family and friends.

Emily Tripp*:  Financial Assistant.  Joined the company in 2013.  Responsible for all facets of client servicing including new account set-up, maintenance of client records, client meeting preparation and daily account transactions.  She enhances client relationships by responding to customer inquiries and solving problems.  Emily has prior experience in home mortgage, retail sales and financial service industries.   She graduated from Simpson College in Indianola, Iowa, with a Bachelor of Arts, Economics and Mathematics with a specialization in Finance.  In college, Emily held a number of leadership positions, received numerous academic honors, mentored students and ran on the track and cross country teams.

Phyllis Vance*:   Phyllis is the Chief Financial Strategist.  She focuses on investment analysis, as well as serving on our investment committee.  Phyllis has over thirty years of investment experience.  She was an analyst and portfolio manager for a global financial investment management firm.  Her experience includes domestic and international equities.  Phyllis was also the Director of Commercial Real Estate Research.  She graduated from Iowa State with a degree in business administration.

Aimee Van Roekel:   Joined the company in 2006.  Responsible for all facets of client servicing including new account set-up, maintenance of client records, client meeting preparation and daily account transactions.  She enhances client relationships by responding to customer inquiries and solving problems.  Aimee has vast financial services industry experience including the establishment of group retirement programs.  She also worked as a project manager/business analyst designing and supporting the computer systems used to administer various financial products.  Aimee holds a Bachelor of Arts degree in Management and French from Simpson College. She also earned Masters' degrees in Business Administration and Education from Drake University.  Aimee lives near Des Moines with her husband and two children. She enjoys traveling with her family and playing volleyball and tennis.

Irene Whatling*:  Receptionist.  Joined the company in 2013.  Responsible for a variety of customer service and administrative assistant duties including front desk receptionist, greeting clients, answering calls, handling special projects and providing advisory team support.   Irene previously worked as a Loan Specialist at Wells Fargo Home Mortgage.  She and her husband are ‘empty nesters' who live in West Des Moines, Iowa.

Taylor White*:  Financial Assistant.  Joined the company in 2013.  Taylor serves as a liaison with our broker-dealer and financial advisors to facilitate the marketing and advertising review process.  She has prior experience working in personal lines underwriting and private client services for a financial planning office.  Taylor earned a Bachelor of Science degree in Marketing and Management from Iowa State University where she was a competitive cheerleader.  She has also taught competitive and recreational gymnastics.

Lisa Wieskamp*:  Financial Assistant.  Joined the company in 2012.  Responsible for many facets of client servicing including asset allocation reports and retirement plan services.  In her current role and previous roles at a large insurance and investment firm, Lisa has gained experience in group retirement plan consulting and design as well as computer programming. She graduated from Upper Iowa University with a Bachelor of Science degree in Business Management.  She and her husband enjoy traveling and spending time with their three daughters.

 

*Not registered with Voya Financial Advisors.