Meet the professionals behind the firm.
Our team has the know-how and the heart to help you.
We believe in putting your needs ahead of ours. As independent advisors, we can help you build a financial portfolio that reflects whatever level of risk you’re comfortable with when you’re investing.
Get to Know All of Us!
Layne Brown
Financial Advisor, ChFC®, CLU®, RICP®, LUTCF®
Layne specializes in helping families, individuals and small business owners implement and effectively manage "Financial Game Plans". These plans are designed to help clients identify and achieve personalized goals such as Retirement, College Education, Business Succession, Debt Elimination, Manage Risk, and many other financial goals. In other words, help our clients WIN the financial game of life!
Layne earned his Bachelor of Science degree from Iowa State University in Agricultural Studies in 1995. He entered the financial services industry in 1996. Over the years Layne has continued his professional education through The American College of Financial Services in Bryn Mawr, Pennsylvania, and has earned the following professional designations: Life Underwriting Training Council Fellow (LUTCF®), Retirement Income Certified Professional (RICP®), Chartered Life Underwriter (CLU®) and Chartered Financial Consultant (ChFC®).
Layne was born and raised on a family farm near Hampton, Iowa. He's married to Cher Brown and is the proud father of 3 (son Hunter and twin daughters Lauren & Taylor). He enjoys spending time with family and friends, hunting upland game over a great hunting dog (his favorite breed is the Gordon Setter), golfing, and cheering on the Iowa State Cyclones. GO CYCLONES!
Layne works primarily out of our Pleasant Hill location.
Daniel Brummel
Financial Advisor, CFP®, RICP®, WMCP®
Daniel Brummel, CFP®, RICP®, WMCP®, helps pre-retirees and retirees create tax-efficient retirement income strategies so they can make confident financial decisions and enjoy the retirement they've worked hard to achieve.
Since entering the financial services industry in 2004, Daniel has specialized in retirement income planning, tax-efficient wealth strategies, and comprehensive financial planning. He works closely with clients to navigate important financial decisions before and during retirement, including Social Security claiming strategies, retirement income distribution planning, investment management, tax planning, and legacy considerations.
Daniel earned a Bachelor of Science degree in Marketing with a minor in Economics from the University of Northern Iowa. He has continued his professional education through advanced industry programs, earning the Certified Financial Planner™ (CFP®), Retirement Income Certified Professional® (RICP®), and Wealth Management Certified Professional® (WMCP®) designations.
What Daniel enjoys most about his work is helping clients simplify complex financial decisions and develop personalized strategies that align with their goals, values, and vision for the future. He believes successful financial planning is about more than managing investments—it's about providing clarity, confidence, and trusted advice through every stage of retirement.
To provide maximum convenience and flexibility, Daniel works with many clients through a streamlined virtual planning process. Secure video meetings and digital collaboration tools allow clients to receive comprehensive financial advice without the time and hassle of travel. In-person meetings are also available for those who prefer a face-to-face experience.
A lifelong Iowan and longtime resident of Central Iowa, Daniel lives with his wife, Nicole, and their two children, Isabelle and Benjamin. Outside the office, he enjoys coaching youth sports, supporting his children's activities, participating in community events, and occasionally attempting to improve his golf game.
Greg Osby
Insurance Specialist, ChFC®, CLU®, LUTCF®
Greg is the director of our Property/Casualty Insurance Division with CCFG Insurance. This division helps clients implement Property/Casualty Insurance policies covering your Personal Assets (Homeowners Insurance, Auto Insurance and Umbrella Insurance) as well as your Business and Farm Assets (Business Property/Liability, Worker's Compensation and Farm Insurance). He works as an independent agent who offers various quality companies that focuses on your unique situation and helps you find the best coverage available.
Greg entered the financial services industry in 1987. Greg has continued his professional education through The American College of Financial Services in Bryn Mawr, Pennsylvania and has earned the following professional designations: Life Underwriting Training Council Fellow (LUTCF®), Chartered Life Underwriter (CLU®) and Chartered Financial Consultant (ChFC®).
Greg is a native Iowan, He has lived in the Des Moines area most of his life. Married with two children and two step children. Greg and his wife Terri enjoy riding their Harley Davidson Heritage Classic, traveling around the country and the world - not always on the Harley :)
Greg and Terri are also very active in the West Des Moines Elks Lodge. They also enjoy their Jack Russell Terrier, Jax.
Greg works primarily out of our Urbandale location.
Eric Lobo
Associate Financial Advisor
Eric has worked in the financial services industry since 2007, after graduating from the University of Illinois Chicago with a bachelor's degree in marketing. Eric previously worked for Ameriprise Financial Advisors in Chicago. Eric has furthered his professional education by earning his SIE and Series 7 licenses.
Eric's favorite part of his job is helping clients pursue their financial goals through personalized strategies, trusted guidance and a commitment to building long-term financial security. Eric lives in West Des Moines with his wife, son and identical twin daughters. In his free time, he enjoys playing jazz piano and is an avid fan of the Chicago Cubs and Chicago Bears.
Eric works primarily out of our Pleasant Hill location.
Janelle Rees
Investment Services Specialist
Janelle specializes in servicing and setting up new accounts for financial planning and investment products, life insurance and disability insurance.
Janelle is a native Iowan from Indianola. She earned her Associates Degree from AIB. She entered the insurance and financial services industry in 2008 after a long career in banking and has earned a certificate in Paraplanner Development from The American College of Financial Services in Bryn Mawr, PA.
In her spare time, she enjoys spending time with her family and friends and rooting on the Iowa Hawkeyes!
Janelle works primarily out of our Pleasant Hill location.
Lisa Ivanovich
Insurance Services Specialist
Lisa is a native Iowan from Cedar Falls. She earned her Management degree from UNI and moved to the Chicago area and then to Seattle. However, she missed Iowa and moved back in 2012.
Lisa is the Service Specialist in our Property/Casualty Division. This division helps out clients implement Property/Casualty Insurance policies covering your Personal Assets (Homeowner Insurance, Auto Insurance and Umbrella Insurance) as well as your Business and Farm Assets (Business Property/Liability, Worker's Compensation and Farm Insurance). She works as an independent agent who offers various quality companies that focuses on your unique situation and helps you find the best coverage available.
In her spare time, she enjoys spending time with family and friends watching sports (Go Hawkeyes and Red Sox!!) and playing cards!
Lisa works primarily out of our Urbandale location.
