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.

As the 11th largest independent insurance brokerage firm in the nation with over 250 offices in 34 states and England, AssuredPartners is committed to partnering with successful regional and local insurance providers that share the same goal: to service customers better than anyone. Powered by AssuredPartners, our partner agencies have the deep network resources, experienced people and carrier relationships to provide products and solutions second to none. We are proud to be recognized by leading industry publications: - Best Places to Work in Insurance (Business Insurance) - Elite Agency (Insurance Business America) - Top Property / Casualty Agencies (Insurance Journal) - 100 Largest Brokers of U.S. Business (Business Insurance) Partnership. Expertise. Innovation. Passion. Doing the Right Thing. Making a Difference. These are some of the traits that define our culture. We provide a deliberate and well defined path for the next generation of Risk Management Professionals, because we're invested in your success – now and for the long run.

Bherd's Des Moines, IA office stands as a noteworthy player in the insurance brokerage sector, especially for local and regional employers. This larger office is distinguished by its adept handling of medical and ancillary benefits, catering adeptly to midsize employers. Their proficiency is particularly notable in diverse industries such as nursing and residential care facilities, depository credit intermediation, and foundries, showcasing a versatile and deep understanding of varying sector needs. Among their prominent clients is Balance Autism, a key player in the nursing and residential care facilities industry in Iowa. Bherd's expertise is evident in managing benefits for over 310 participants from this organization, underscoring their capability to handle large-scale employee benefits programs. Another client, Deco Products Company in the foundries industry, also based in Iowa, benefits from Bherd's services for more than 190 participants. This reflects their adeptness in addressing industry-specific challenges and tailoring benefits accordingly. Moreover, Bherd's collaboration with Fidelity Company, involved in the management of companies and enterprises industry in Iowa, for over 280 participants, further exemplifies their competence in handling complex benefit requirements of diverse business structures. As a part of a local brokerage firm, Bherd's Des Moines office brings a unique blend of local insight and comprehensive industry knowledge, making them a valuable partner for employers looking to navigate the intricacies of employee benefits management. Their demonstrated experience with midsize employers adds another layer of reliability and expertise, making them a strong candidate for any employer benefits buyer evaluating insurance brokers in the region.