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Located inside the Union State Bank building
611 W Hwy 92
Winterset, IA  50273
(515)  462-3680

Team

Paul has over 35 years of industry experience he draws upon to help our clients. In addition, he believes in life time learning and spends considerable time each week studying and researching so he can help our clients develop a plan...

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Pegan is a graduate from AIB College of Business with an Associate of Applied Science Degree in Business Administration/Sales and Marketing and a Bachelor of Science Degree in Business Administration. She is also a graduate of Madison...

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