Stephanie Bolles

Financial Advisor, M.S., CFP®

As a Registered Representative and an Investment Advisor Representative, Stephanie specializes in developing and implementing financial and estate plans for private clients and businesses.  She incorporates a comprehensive holistic approach to financial planning from basic retirement, college planning, and family protection, to advanced tax advantaged investing strategies, minimizing income and estate taxes, and multi-generational wealth management.

Phone 515-327-8475
Fax 515-650-2322
Mobile Phone 515-494-8261