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) 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...
Jodie Welsh
Client Relations Manager
(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...
Seth Lampman
Registered Representative
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...
Julie Cook
Marketing
(515) 309-5254
Dwayne Coben
Small Business Consulting
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...