Our Team
How We Work
Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.
Our team approach adds perspective to all we do and provides increased benefits to our clients.
Meet Our Team
Keith W. Berg, CFS, MSFS
LPL Financial Advisor
Keith has been providing financial and investment services since 1987 when he joined his father's business, which was started in the mid 1970's. He was awarded the prestigious recognition as 'Rep of the Year' in 2015 with his previous...
Samantha Stephens
LPL Financial Advisor
(515) 275-4080
As a Client Services Associate, Samantha's primary duties include assisting the the advisors with paperwork, phone calls and client reviews. Before joining GoodWealth Financial Partners in August of 2013, she spent 13 years working in...
Shawn Shindelar
LPL Financial Advisor
(515) 275-4080
Shawn grew up in Decorah, IA and graduated from Iowa State University with a degree in Finance. Before joining GoodWealth Financial Partners in September of 2022, he worked as a Transaction Coordinator and real estate agent for four...
Delaney Allen
Client Services Associate
515-275-4080