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 30 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 1990 and founded his own firm in 1992 that has expanded to offices in Iowa and California. He is a Certified Wealth Strategist ™ Professional, a registered principal, and a member of the Ed Slott Elite IRA Group.Terry enjoys traveling, hiking, sports, and spending time with friends and family. Ed Slott's Elite IRA Advisor Group is a group of financial professionals who pay a fee to attend a seminar that explores regulations, tax updates, and other issues regarding individual retirement accounts. It does not qualify a financial professional to provide investment recommendations, or advice. 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 processing clients’ paperwork, marketing strategies and all operations of the office. She attended the University of Northern Iowa and graduated with a BA in Marketing. Jodie enjoys cycling, golfing and most outdoor activities as well as spending time with her husband and two kids. 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 retired. Seth has 2 beautiful daughters, and amazing wife of 11 years. Outside of work he enjoys golf, cooking, and the Hawkeyes. He is passionate about giving back, and volunteer as board member for the Indianola's youth basketball league, past President of the Indianola Rotary Club, and Indianola Young Professionals chair, and recognized as the 2020 Indianola Chamber of Commerce distinguished leader award. 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. 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 business experience in Canada, United States, United Kingdom and Australia across a broad range of industries and sectors. Dwayne has held CFO and executive merger & acquisition positions in both public and private companies, including executive positions for Berkshire Hathaway companies in the United States.In 2002, Dwayne founded Coben Advisory to offer clients advisory services in disciplines that he acquired considerable expertise such as strategy development, financial evaluation and mergers & acquisitions. Previously Dwayne has held executive positions with HomeServices of America, Inc., MidAmerican Energy Company and BC Hydro. Prior to those roles he was a partner in a venture capital firm and worked for PwC.Dwayne is a Chartered Professional Accountant (Chartered Accountant), a Certified Management Consultant and holds a Bachelor of Commerce (Accounting Major) from the University of Saskatchewan.Coben Advisory is not endorsed nor affiliated with First Allied Securities. 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 in Indianola with my husband Lucas and our dog, Bear. The three of us enjoy spending our time outdoors going hiking, biking, kayaking, and hanging out with close friends.