Our Team

How We Work

Our reasons for becoming financial professionals are deeply personal. We saw some of our 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 support to our clients.

Meet Our Team

Mark Smith, CFP^®

Financial Professional

(712) 243-2466

smith.mark@principal.com

Mark Smith has been in the financial services industry for over 40 years, receiving his CFP® designation in 1995. Mark works with individuals and small businesses to help build and maintain their wealth. Mark brings vast experience in...

Alec Sindelar

Financial Professional

(712) 243-2466

Sindelar.Alec@principal.com

Alec Sindelar has 10 years of experience in retirement planning, insurance, and financial services industry. His mission is to give people a place where they can confidently and comfortably discuss their financial situation, goals, and...

Nate Lane

Financial Professional

(712) 243-2466

(515) 878-0709

lane.nate@principal.com

His focus is helping individuals create customized plans that align with their financial goals. The goal is to help guide clients to managing their money effectively that align with their goals—whether that means saving for the future,...