TrueNorth® is the largest insurance and financial services firm of its kind headquartered in Eastern Iowa with offices located throughout the nation. Our mission is to assist companies and people with protecting and maximizing assets, resources and opportunities. TrueNorth is committed to helping our clients feel secure and supported in their aspirations for the future. Our purpose is to create value. Today, our dedicated staff consists of nearly 400 people and is organized so each person becomes a specialist in their respective division. Our services include risk management/property casualty, employee benefits, qualified retirement plans, executive benefits and business continuation, consulting, personal financial planning, investment management, and wealth transfer. TrueNorth is proud to hold the following accolades which represent our commitment to our clients, colleagues and the industry. 2022 Top Workplaces USA | Coolest Places to Work | Most Effective Internship Program | Top 100 Independent Agencies P/C | Top 100 Largest Brokers | Best of the Corridor TrueNorth has office locations in Iowa, Colorado, and Illinois. Securities offered through Lion Street Financial, LLC (512.776.8400), member FINRA, SIPC. Investment advisory products and services offered through Lion Street Advisors, LLC, an investment advisor registered with the SEC. Lion Street Financial, LLC and Lion Street Advisors, LLC are affiliated companies and do not provide tax or legal advice. Representatives may transact business, which includes offering products and services and/or responding to inquiries, only in state(s) in which they are properly registered and/or licensed. Your connection to this LinkedIn profile does not necessarily indicate that this Financial Professional is able to transact business in your state.

North Risk Partners is an independent insurance brokerage and risk management advisory firm specializing in strategic solutions for businesses and individuals. Our firm’s core areas of service are property and casualty, including commercial, home, auto, farm, and more; and benefits, including medical and ancillary plans for employee benefit programs as well as individuals and families. North Risk also has a significant surety bonds practice. Our team is committed to helping clients face risk head-on with right-fit insurance coverage and attention to opportunities for preventing avoidable losses. For businesses, we have programming and compliance support in the areas of human resources, safety, worksite wellness and more. North Risk Partners is one of the largest, privately owned independent insurance agencies in the Midwest with over 400 employees serving our clients from 31 locations across five states: Minnesota, Iowa, Nebraska, North Dakota, and South Dakota. Learn more at northriskpartners.com or connect with us on Twitter and Facebook. Twitter: https://twitter.com/NorthRisk Facebook: https://www.facebook.com/NorthRiskPartners/

Employee Benefit Services, LTD in Des Moines, IA, operates from a sizable office and boasts a wealth of experience catering to the diverse needs of both local and regional employers. As part of a local brokerage firm, this office stands out for its extensive expertise in serving midsize employers. Their proficiency extends to working with self-funded clients, and they have successfully supported businesses in various industries, including architectural, engineering, and related services, chemical and allied products merchant wholesalers, and plastics product manufacturing. The office takes pride in its solid track record, counting among its top clients notable companies such as Agri-Industrial Plastics Co, a plastics product manufacturing giant with over 200 participants, Quick Supply Company, a leading player in the chemical and allied products merchant wholesalers industry with 140+ participants, and Veenstra & Kimm, an established firm in the architectural and engineering services sector with 160+ participants. With a focus on employer benefits, Employee Benefit Services, LTD in Des Moines, IA, distinguishes itself through its tailored solutions, deep industry knowledge, and commitment to supporting the unique needs of midsize enterprises. Their proven success in collaborating with companies across different sectors makes them a valuable partner for employers seeking comprehensive and effective benefits packages.

Midwest Heritage, based in Des Moines, IA, stands out as a reliable insurance broker specializing in comprehensive employer benefits solutions. With a strong focus on medical and ancillary benefits, this office location has demonstrated commendable expertise in serving local and regional employers. One notable aspect of their portfolio is their successful partnership with Hy-Vee, a prominent player in the grocery and convenience retailers industry. Midwest Heritage has provided tailored insurance solutions for Hy-Vee, catering to the unique needs of this industry. With over 350 participants in the program, their experience with large-scale employers showcases their ability to handle the complexities of diverse benefit structures. The office is an integral part of a local brokerage firm, contributing to a network of professionals dedicated to delivering top-notch services. This affiliation ensures that clients benefit not only from the specific expertise of the Des Moines team but also from the collective knowledge and resources of the broader brokerage. Midwest Heritage's commitment to excellence extends beyond individual clients to encompass the broader grocery and convenience retailers industries, reflecting a depth of understanding and adaptability within these sectors. For employers seeking a trusted partner with a proven track record in tailoring benefits packages, Midwest Heritage in Des Moines, IA, emerges as a compelling choice.

T2B Solutions, based in Des Moines, IA, stands as a prominent insurance broker with a substantial footprint, operating from a larger office to better cater to the diverse needs of local and regional employers. Known for their adept handling of self-funded clients, T2B Solutions has positioned itself as a go-to resource for businesses seeking comprehensive benefits solutions. The broker's extensive experience is evident in their diverse portfolio, with notable clients such as Altus Group US in the computer systems design and related services industry, American Howa Kentucky in motor vehicle parts manufacturing, and Balanced Body in the retail trade sector. These partnerships underscore T2B Solutions' versatility, showcasing their proficiency across computer systems design, hospitals, and industrial machinery manufacturing industries. As a vital component of the local brokerage landscape, T2B Solutions offers a wealth of expertise. Their significant experience spans midsize, large, and small employers, ensuring that businesses of varying sizes can benefit from tailored and effective benefits strategies. Employers in Des Moines and beyond can trust T2B Solutions to deliver reliable and strategic benefits solutions, making them a valuable partner in navigating the complexities of employee benefits.

Lockton's Des Moines, IA office stands out as a formidable player in the insurance brokerage landscape. Boasting a significant presence, this larger office excels in catering to the diverse needs of employers, both local and regional. With a strategic focus on self-funded clients, Lockton's team in Des Moines has honed its expertise in serving midsize and large employers. Their impressive clientele showcases their proficiency across various industries, including machinery, equipment, and supplies merchant wholesalers, where they count Marco Group International among their satisfied clients. In the depository credit intermediation sector, Lockton has made an impact by providing comprehensive services to Bbx Capital, a Florida-based entity with over 120 participants. Deluxe Media, a heavyweight in the motion picture and video industries in California, benefits from Lockton's prowess with a participant count exceeding 1120. Noteworthy is Lockton's profound understanding of specific industries such as depository credit intermediation, gambling, and machinery, equipment, and supplies merchant wholesalers. As part of a large national insurance brokerage firm, Lockton in Des Moines brings a wealth of resources and experience to the table, ensuring a robust support system for employers seeking comprehensive insurance solutions. Whether working with midsize enterprises or large corporations, Lockton's track record underscores their commitment to delivering tailored, effective insurance solutions.

At Mercer, we believe in building brighter futures. Together, our 25,000 employees in over 130 counties are helping redefine the future of work, reshape retirement and investment outcomes, and unlock real health and well-being. For over 75 years, we’ve provided trusted advice and solutions to build healthier and more sustainable futures for our clients, colleagues and communities. Balancing economics and empathy in our approach, we work side by side with you to find solutions to benefit your people and your business. By turning ideas into actions that spark positive change, we help you enrich employees’ lives and careers and drive innovation, progress and performance. Mercer is a business of Marsh McLennan. Get to know us better: Click the “learn more” button at the top of the page to discover everything we do to help you meet the needs of today and tomorrow. Follow us on Twitter at @Mercer.

At Midwest Heritage, a Hy-Vee company, is a full service financial center offering banking, investments and insurance. We believe that your time is important. That’s why we offer extended business hours, seven days a week at our six in-store Hy-Vee locations. We also offer two branch locations in West Des Moines and Chariton, Iowa. For those times when you can’t get into a branch location, we offer convenient online and mobile banking. With Midwest Heritage Bank you will experience the personal, friendly service of a community bank with all of the services and conveniences of a larger bank. Our business is located in central Iowa, and our decisions stay local. We take pride in the fact that our service is faster, friendlier and more personal because your banking is handled right here. Our motto is “Helping you balance it all.” We are able to accomplish this through our wide array of products and services. In addition to being able to handle all of our traditional banking needs, we also offer financial planning and insurance services. As a Hy-Vee company, we promise to serve you with a helpful smile and give you the attention you deserve. Member FDIC Equal Housing Lender Midwest Heritage is an Affirmative Action and Equal Opportunity Employer, Minority/Female/Disabled/Veteran

USI Insurance Services is a nationally recognized insurance broker with an office situated in Des Moines, Iowa. With extensive experience in catering to a diverse range of clients, including large, midsize, and small employers, they have established themselves as a trusted partner in the insurance industry. USI Insurance Services excels in working with self-funded employers, offering valuable insights and expertise in designing tailored insurance plans. They have a proven track record of collaborating effectively with Health Maintenance Organizations (HMOs) and Preferred Provider Organizations (PPOs) to meet the unique needs of their clients and their members. One notable success story for the Des Moines office of USI Insurance Services is their partnership with Beisser Lumber Company, an esteemed employer in the building material and supplies dealers industry. By working closely with Beisser Lumber's HR and finance team, they implemented a comprehensive array of insurance solutions, including a self-funding arrangement, an HMO plan, a PPO plan, and a Pharmacy Benefit Manager (PBM) program. This holistic approach ensures that Beisser Lumber's members receive the best coverage options tailored to their specific requirements. Thanks to their extensive experience and deep expertise, USI Insurance Services has earned one of the highest M Scores in the industry. Their knowledge spans across various sectors, including individual and family services, spring and wire product manufacturing, and professional, scientific, and technical services. Catering to clients throughout Iowa, the Des Moines office of USI Insurance Services serves prominent employers like Annett Holdings, ChildServe, Musco Corporation, and Von Maur. With their commitment to delivering tailored insurance solutions and a client-focused approach, USI Insurance Services is a trusted partner for businesses across the region.

Holmes Murphy West Des Moines is a part of a national insurance brokerage firm with offices across the nation with a local office in West Des Moines region. Holmes Murphy & Associates works as an independent insurance brokerage and risk management firm in the United States that offers employee benefits, surety bonds, claims processes, claims administration services, and loss control. The firm focuses on providing the best solutions to its clients to meet and surpass their requirements. Holmes Murphy's West Des Moines office has the top M Score of 5 due to a wide range of experience and positive customer feedback for their service and outcomes. Holmes Murphy provides employee Holmes Murphy is an insurance broker with offices in West Des Moines. They specialize in the needs of employers, including Sioux Automation Center. They offer insurance services that include group health, life and disability insurances for employer groups. They also offer EAPs (employee assistance programs) to help employees get the help they need during difficult situations.

Lufkin Benefit Solutions, situated in Des Moines, IA, stands as a reliable insurance broker with a dedicated focus on serving the needs of local and regional employers. Specializing in comprehensive medical and ancillary benefits, this office boasts considerable expertise in tailoring insurance solutions to meet the unique requirements of businesses in various sectors. Notably, their proficiency extends to the automobile dealers industry, evident through their successful collaboration with Karl Chevrolet, a key player in Iowa's automotive landscape, encompassing over 590 participants. What sets Lufkin Benefit Solutions apart is their nuanced understanding of the challenges faced by businesses in the automobile dealers sector, positioning them as a valuable asset for companies seeking tailored insurance solutions. As part of a local brokerage firm, this branch leverages its community connections to provide personalized service, ensuring that clients receive the attention and support they deserve. With a client-centric approach, Lufkin Benefit Solutions in Des Moines emerges as a strategic partner for employers, offering not just insurance products but a comprehensive understanding of the intricacies within the local and regional business landscape.