Devon brings over five years of experience within the financial services industry. Specializing in retirement planning, Devon is passionate about helping clients prepare for retirement and setting up plans for success that will last throughout retirement.
Prior to joining IHMVCU Investment Services, he worked with Bankers Life/Bankers Life Securities/Bankers Life Advisory Services for five years.
Devon resides in Anamosa with his fiancé and three cats and is also a member of the 2022 VITA (Volunteer Income Tax Assistance) program through the IRS that supports free tax preparation service for the underserved through various partner organizations.
Licenses and registrations: Devon holds Series 7, 66, and 31.