Broker Check

Team

Professional, courteous, and independent on your behalf.

We realize in addition to our financial management experience, independent advice and investment resources, the foundation to building client trust is achieved in personalized service and responsiveness.

 

Terry A. Garland

CEO / Founder

(515) 226-0115

(515) 309-5254

Terry Garland has over 25 years of experience helping clients address their financial goals. He graduated from Drake University and attended the Wharton School at the University of Pennsylvania. He began at a major financial firm in...

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Jodie Welsh

Client Relations Manager

(515) 226-0115

(515) 309-5254

Jodie has over 25 years of account management, marketing and client services experience and has worked for Garland and Associates for 10 years. She is responsible for handling client inquiries, maintaining client records, properly...

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Seth Lampman

Registered Representative

515-422-9293

Seth is a graduate of Simpson College, with over 13 years of experience helping clients build, preserve, and maintain wealth.   He specializes in working with my clients to retire comfortably, and remain comfortably...

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Julie Cook

Marketing

(515) 226-0115

(515) 309-5254

Julie has been with the firm for over 10 years. Julie coordinates events and is involved in specific marketing campaigns of the firm. Julie enjoys spending time with family and camping.
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Dwayne Coben

Small Business Consulting

(515) 226-0115

Coben Advisory is a specialized corporate & executive advisory firm that offers services to help our clients plan, improve, grow and succeed in or exit their businesses. Dwayne Coben, the principal of Coben Advisory, has over 30 years...
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Lauren Wilgenbusch

Business Management Intern

Laurenw@clearpathfinancial.net

I am currently attending Simpson College going into my senior year in Business Management with a Finance concentration. I am also a member of the Iowa Army National Guard where I work as a Chinook Helicopter Mechanic. I live...

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