As Iowa's largest privately owned bank, Bankers Trust serves the personal and business banking, lending and wealth management needs of our community. Headquartered in Des Moines, Iowa, we serve Central Iowa, Eastern Iowa, and Phoenix, AZ, and we have offices in Omaha, Neb., and Sioux Falls, S.D. Learn more about our company, history and culture in the pages below.
Creative Business Resources Sky Parker
Vice President of Business Development 1500 E Bethany Home Rd Suite 200
Creative Business Resources was founded in 1998 with the belief that small businesses should have the same access to cutting edge, customizable Human Resource services as those available to larger firms. CBR offers two HR outsourcing platforms: Professional Employer Organization (PEO) and Administrative Services Organization (ASO). We are the HR outsourcing industry leader with 20+ years of experience in delivering the highest levels of value, quality and personalized customer service. At CBR, we strive for excellence every day and provide comprehensive HR, benefits and payroll services to help companies improve focus and reduce costs.
Our mission is to be the leading provider of customized outsourced human resources, risk management and payroll services to clients throughout the Southwest. We do this by promoting an internal culture that values and rewards subject matter expertise, transparency in all communications, whether internal or external, and team members who take personal responsibility for their actions and the resulting outcomes.
Have you amassed a king's ransom in wealth, or beginning your investing journey? Are you in the accumulation phase of your life or retired and trusting in your investment portfolio to help fund your Lifestyle for another twenty to forty years?
Do you have a "bucket list?" Do you have dreams, desires, goals you have yet to accomplish? Are you a giver with a passion for making this world a better place for those less fortunate?
We have watched clients and others make financial decisions in all areas of their planning, some that worked, and others that failed miserably. One truth stands out. Decisions made in agreement within the context of a written, personal plan that focuses on long-term results and generating predictable income streams invariably turn out well.
Investing in building income is a proven strategy used by the wealthy to accumulate, wisely use, and ultimately transfer their money to the next generation. We promote a system for building predictable income streams without selling off shares.
We believe in this strategy because we have watched it work for others. We have seen this plan keep investors invested even during down markets. They stay the course because they see their plan working harder when share prices are depressed. Reinvested income distributions can buy more shares when those share prices are lower.
Principal | Lisa McClelland Lisa McClelland MBA, CLTC
Financial Representative, Principal Securities Registered Representative, Financial Advisor 2355 E Camelback Road Suite 501
Founded in 2011, The Valhalla Group is a financial planning company that focuses on transparency and clarity. Whether it's individuals, couples, families, or situations. We work hand in hand with our clients to find and implement the most logical investment strategies for their specific needs.
Our team is dedicated to educating clients about finances and giving them exceptional customer service. We aim to eliminate the confusion regarding retirement, wealth management, and social security planning so they can confidently protect their legacy.
TruWest Credit Union | Thunderbird Branch Samantha Sneden
Assistant Branch Manager 3431 W. Thunderbird Road Suite 15
At TruWest, we believe making a positive impact begins with the difference between TruWest and other financial institutions. It's what we call the TruDifference -- our pledge to cultivate the best relationships, deliver the best products and the best support of our community, and work toward the best future.
Why? Well, TruWest Credit Union is a member-owned financial institution. From the moment you join, you have a say in how we do business and what we offer in service to you. We have been proudly helping our members reach their financial goals for more than 60 years.
