311 West Walnut Street
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.
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...
After graduating with a finance degree from Iowa State University in 2005, Adam joined his stepfather, Keith W. Berg. He has been providing financial and investment services in the Ogden, Ames and Eagle Grove areas since 2008. Adam...
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...
Client Services Associate
Jen joined our office in October 2021. She has two amazing boys, Ryan and Isaiah. We enjoy cooking, playing outside, and going on walks. I love being with friends and family and I enjoy scrapbooking when I have free time. I am also a...
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...