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Team

How We Work

How We Work

Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.

Our team approach adds perspective to all we do and provides increased benefits to our clients.

Meet Our Team

Aaron Brandsfield

Accountant & Financial Professional

(515) 222-0260

(515) 222-0259

aaron@brandsfield.com

Aaron J. Brandsfield Graduated from Grandview College with a degree in accounting,  Series 7 Security License,  Insurance Licensed,  Variable Annuity Licensed,  Registered Investment Advisor Agent.

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Karri Brandsfield

Administrative Assistant

(515) 222-0260

(515) 222-0259

karri@brandsfield.com

Karri Brandsfield is the wife of Aaron Brandsfield and is working as an assistant on the Financial Planning side of the business.

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Beth Bradshaw

Accounting Assistant

(515) 222-0260

(515) 222-0259

beth@brandsfield.com