Jane A. Schlegel, AIF

Jane A. Schlegel, AIF

Investment Advisor Representative

As an Investment Advisor, Jane’s goal is to help her clients achieve financial independence through long-term retirement strategies. Jane takes all of her clients through our comprehensive financial planning process to make sure their finances are aligned with their retirement goals & objectives. She works closely with the Damon Walker & Joel Hanson who are Dave Ramsey SmartVestor Pros.

Jane is currently a board member of Rotary West, as well as Chairperson for St. Joseph’s Parish Council in Marion, IA.

Originally from Ryan, IA, Jane currently resides in Cedar Rapids, IA with her husband Scott and their two children, Katie & Matt. Jane graduated from the University of Northern Iowa with a degree in Business Management.

In her free time Jane enjoys camping, golfing, spending time with family, and baking.