Community Impact

We believe a commitment to giving back to the communities where we live and work is an important part of who we are.

We are proud to support the following:

  • Wright County charities and organizations
  • Pheasants Forever
  • John Stoddard Cancer Center
  • Urbandale Community Action Network (UCAN)


For additional information on professional designations and the requirements to earn them, visit

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board's initial and ongoing certification requirements.