About Me
I firmly believe that I was called by God - as part of my Christian faith - to provide financial clarity to those with lifelong dreams. With over 10 years of experience in wealth management, I specialize in helping individuals and families navigate the complexities of preserving and growing their wealth. My approach is centered on understanding each client’s unique goals, values, and aspirations to create tailored financial strategies that foster long-term success.
I work with successful business professionals to provide sophisticated investment solutions, tax-efficient planning, and holistic wealth management that aligns with their lifestyle and future ambitions. My commitment is to offer experienced advice, clear communication, and personal service at every step of the journey, empowering clients to make informed financial decisions with confidence.
Whether you're planning for retirement, building a legacy, or managing complex assets, I am here to guide you with integrity and dedication.
Meet My Team
Olivia McLuckie
Olivia serves as the Insurance Office Professional for Heart of the Midwest Group. She has been a valuable member of the team since 2019. She and her husband Alex got married in 2024. They are pet lovers and adore their dog (Reba) and cat (Pebbles). They live in Clear Lake and attend River City Church. You can catch Olivia on the pickleball court in her free time. She even served on the Mason City Pickleball Board.
- Title
Insurance Office Professional
- Phone
- 641-423-1533
Sarah Bogema
Sarah is an Office Professional for Heart of the Midwest Group since 2024. She enjoys spending time with her husband and daughter. On her weekends, Sarah is frequently camping or enjoying the day walking her dog.
- Title
Office Professional
Heart of the Midwest Group
- Title
Team Practice
- Website
- https://connect.thrivent.com/heart-of-the-midwest-group