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Our Mission

Our Mission

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success. 

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Gary's Team

Alyce Quastad

Client Services Assistant

(641) 752-2041

(641) 752-2072

alyce.m.quastad@lpl.com

Alyce has 18 years experience in the financial industry.

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Gary D Schaudt

LPL Registered Principal

(641) 752-2041

With 20 years in the financial services industry, Gary helps clients pursue their financial goals. Currently, Gary holds his Series 7, 24, 53, 63, and 66 securities licenses through LPL Financial.

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Julie Hesmer

Sales Assistant

(641) 752-2041

(641) 752-2072

Julie has over 25 years as the assistant. 

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Our Process

We create strategies that are tailored to your needs and goals.

Our Services

Years of experience have prepared us to guide you through your life transitions.

Our Values

Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.

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