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.

Founded in Dayton, Ohio in 1866, Reynolds and Reynolds is a leading provider of automobile dealership software, services, and forms to help dealerships deliver better results and transform the customer experience. Reynolds and Reynolds is headquartered in Dayton, Ohio, with major U.S. operations in Houston and College Station, Texas, Celina, Ohio, and Tampa, Florida, as well as operations in Canada, in the U.K., and Europe. With products in over 70% of U.S. dealerships, Reynolds features the industry’s only Retail Management System. If you’ve ever purchased a vehicle at a dealership, there’s a good chance we had a hand in that transaction.

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/

Select Networks, located in Des Moines, IA, boasts a sprawling and highly experienced office, making it a prime choice for employer benefits buyers seeking insurance solutions. With a deep understanding of self-funded clients, this office offers invaluable insights into stop loss and limits, as well as expertise in managing pharmacy costs and providing HR consulting services. This office has successfully catered to a diverse range of clients, including Abbe in the office administrative services industry, Act in the educational services sector, and Architectural Arts Millwork in architectural and engineering services. Their impressive client portfolio speaks volumes about their ability to deliver tailored insurance solutions across various industries. Select Networks specializes in serving midsize, large, and small employers alike, showcasing their versatility in meeting the unique needs of different business sizes. Their extensive experience and expertise in these segments make them a reliable partner for businesses of all scales. As a part of a local brokerage firm, Select Networks has a strong network and local presence, which further enhances their ability to provide personalized insurance solutions. With a commitment to excellence and a proven track record, this office location stands out as a trusted resource for employer benefits in Des Moines, IA.

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.

Bearence Management Group is a highly regarded regional insurance broker with a presence in West Des Moines, Iowa. Known for their exceptional customer service and expertise, they specialize in providing insurance solutions to large and midsize employers. One notable example of their work in the West Des Moines office is their partnership with Loffredo Fresh Foods, a prominent midsize employer in the nondurable goods merchant wholesalers industry, boasting 320 employees. Bearence Management Group collaborated closely with Loffredo Fresh Foods' HR and finance team to establish a self-funding arrangement tailored to meet the unique needs of their members. The West Des Moines office of Bearence Management Group serves a diverse range of employer clients, including Associated General Contractors, Graves Hospitality, Loffredo Fresh Foods, and Lynch Livestock Inc. Their services extend beyond Iowa, reaching clients in New Jersey and North Dakota, ensuring businesses across these states have access to their expertise. With a strong focus on industries such as miscellaneous nondurable goods merchant wholesalers, animal production, and traveler accommodation, Bearence Management Group brings extensive knowledge and experience to their clients. They understand the specific insurance requirements and challenges faced by businesses in these sectors, allowing them to provide customized and effective solutions. Bearence Management Group's dedication to delivering excellent customer service and expertise has earned them high praise from their clients. Through their personalized approach and deep industry knowledge, they have built a strong reputation as a trusted insurance broker. Clients can rely on Bearence Management Group to provide comprehensive insurance solutions that meet their specific needs, ensuring peace of mind and protection for their businesses.

Situated in Des Moines, IA, The Lowe Company stands out as a leading insurance broker with a strong focus on providing comprehensive benefits solutions for both local and regional employers. With specialized expertise in medical and ancillary benefits, this office has demonstrated a commitment to addressing the unique insurance needs of businesses in various industries. The Lowe Company has successfully partnered with key players in the business landscape, such as Bob Brown Chevrolet in the automobile dealers industry and Lightshade Labs in the retail trade sector. These collaborations, featuring participant counts of 170+ and 150+ respectively, highlight the broker's ability to navigate the intricacies of different industries and deliver tailored benefits packages to meet the diverse needs of their clients. As part of a local brokerage firm, The Lowe Company is deeply embedded in the Des Moines business community. This local affiliation enhances their understanding of the challenges faced by businesses in the region, allowing them to provide personalized solutions that align with the specific requirements of midsize employers. With a proven track record and a focus on delivering tailored benefits solutions, The Lowe Company is a reliable partner for employers in Des Moines, IA, seeking expertise in medical and ancillary benefits tailored to the unique needs of their businesses.

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

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.

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.