Meet the Team
The People Behind Your Plan
A good plan takes more than one person. From day-to-day questions to big life decisions, our team is here to walk alongside you and make sure you always feel taken care of.
Complex Questions Deserve Specialized Answers
Facing a More Complex Financial Decision? Have a Bigger Question on Your Mind? Is Your Situation More Complex Than Usual?
MCAP Team Members
Advanced Planning Support Through Our Extended Team of Professionals
Our Advanced Planning unit, known as MCAP, functions as an extended team of professionals who collaborate with us to support your complex financial planning needs. This team brings added perspective in areas such as: 1031 exchanges, estate and settlement planning, life, insurance strategies, and business continuation planning. By working closely with our MCAP team, we help ensure every aspect of your wealth is thoughtfully addressed with insight, care, and clarity.
Tom De Jong
President, The Planning Firm™
Nathan Boyle, MS, CFP®, MRFC®
VP, CIO, & Wealth Advisor, Peterman Financial Group
Chris Blair, CFP®
Founder, Maestro Associates
Chris Puffer
Senior Partner, Creative Capital Group
Kyle Hackney, MBA
President, Generational Finance Group
Cindy Helman, RFC, CFS®
Owner, Wisebridge Wealth Management
Candace Kearney
Co-Network Director, Money Concepts
Andy Lee
President, Tax Wise 1031
Brenna Massaro, CFP®, CDS®
Owner, Apex Wealth Management; Co-Network Director, Artisan Network
Jesse Studyvin, ChFC® TPCP
Financial Planning Coordinator, Money Concepts
Brent Robinson
President, Robinson Financial Group
Connect With Our Team
We're Just a Message Away!
Have a question about your plan? Need to update something? Or just starting to think about what's next? Send us a note and we'll follow up soon.
Thank you for your submission!
Contact Info
103 South Main Ave
Sioux Center, IA 51250
tdejong@moneyconcepts.com
Tel: (712) 722-0278
Services & Resources
Portfolio Management
Multigenerational Planning
Retirement Planning
Calculators
Articles
Tax Resources
Glossary