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Team Members
Management Team
Brian D. Cose*, CFP®, CLU, AEP
Vice President
Sales Manager
 
John R. Darrah*, CFP, CLU
President
Chief Executive Officer
 
Vice President & Counsel
Chief Compliance Officer
Brokerage Services Director
 
Chairman of the Board
 
Dick Howard, J.D., CRSP
Vice President
Director, Retirement Plan Services
 
Ann S. McCorkindale, CFA, CFP®
Chief Investment Officer
 
Chief Marketing Officer
Chief Insurance Officer
 
Vice President
Fixed Income Strategist
Administration
Lois Steines, Administrative Services Supervisor
 
Kathy Decker, Receptionist/ Administrative Assistant
 
Nicole Miller,
Administrative Assistant
 
Counsel
James W. Herrig*, Juris Doctorate
Vice President & Counsel
Chief Compliance Officer
Brokerage Services Director
Business Development
Chief Marketing Officer
Chief Insurance Officer
 
Bob Anderson, Recruiting Manager
 
Marketing
Louie Rosalez*, CEPP
Chief Marketing Officer
Chief Insurance Officer

Angie Recker, Marketing Supervisor
 
Nicole Miller, Marketing Assistant
Asset Management Division
Ann McCorkindale, CFP®, CFA
Chief Investment Officer
 
Vice President
Fixed Income Strategist
 
Investments
 
Matt Morey, Senior Investment Advisor
 
Kathy Waterman, CFP®
Senior Portfolio Analyst
 
Kelly Edmonds, Portfolio Analyst
   
Julie Wilson, RIA Trade Specialist
 
Jill Herbst, Investment Assistant
   
RIA Operations
 
JoAnn Kramer, Operations Manager
   
Jeanna Schmidt, Client Services Rep.
 
Lori Saylor, New Accounts Rep.
 
Rebecca Mahmudov, Operations Assistant
Retirement Services Division
Dick Howard, J.D., CRSP
Vice President
Director, Retirement Services
 
Pam Goedken, Retirement Services Manager 
 
Joni Dement, Senior Retirement Services Document Specialist
 
Angie Vize, Transition Specialist
  
Kathy Lent, Account Representative
 
Tina Dougherty, Retirement Services Rep II
 
Chris Moore, Retirement Services Rep I
Risk Management Division
Chief Insurance Officer
Chief Marketing Officer
 
Brian D. Cose*, Sales Manager
 
Jody Steger, Insurance Coordinator 
 
Kathy "Pottsy" Herrig, Senior Insurance Underwriter   

Abbey Kass, Executive Assistant/ Insurance Underwriter
 
Laurie Paulsen, Insurance Operations Manager
 
Krystal Parker, Recruiting & Insurance Assistant
Financial Advisors/Assistants
Brian D. Cose*, CFP®, CLU, AEP
Sales Manager
 
Bo Anderson*, Senior Financial Advisor
 
Andrea Booze*, Service Leader
 
Aaron Fulton*, Senior Financial Advisor
 
Michael Gasperi*, Senior Financial Advisor
 
Richard Hageman*, CFA, CFP®, 
Senior Financial Advisor 
 
Nick Heiar*, Financial Advisor
 
Thomas Collins*CFP®, New Business Specialist
 
Stacey Huls, Senior Financial Services Assistant
 
Jan LaBonne*, RFC, LUTCF, Financial Advisor
 
Alicia Michels, RP®, Senior Financial Services Assistant
 
Cara Miller*, Senior Financial Advisor
 
Peter Moeschler*, Senior Financial Advisor
 
John Morrow*, Financial Advisor

Laurie Paulsen*CLTC, Senior Financial Advisor

Russell Pixler*CFP®, Senior Financial Advisor
 
Brian Russ*, Senior Financial Advisor

Jim Siemonsma*, Senior Financial Advisor
 
Kathy Waterman, CFP®, Senior Portfolio Analyst 
 
Deanna Wille, Financial Services Assistant
Brokerage Services Division
James W. Herrig*, Juris Doctorate
Vice President & Counsel
Chief Compliance Officer
 
Operations
 
Sue DeSousa*, Senior Brokerage Services Rep
Chris Moore, Administrative Assistant
 
Compliance
 
Jan LaBonne*, FA/Brokerage Compliance Assistant

Karen Turner, Compliance & Licensing Specialist
 
Employee Spotlight
Karen Turner
 
Compliance & Licensing Specialist
 

Karen Turner is HKFS’ Compliance & Licensing Specialist. Her responsibilities are to assist with compliance issues, recruiting efforts of additional CPA firms, and the licensing of Investment Advisor Representatives and Registered Representatives for ProEquities, Inc.

 

She joined HKFS in June 2000.

 

Karen resides in Dyersville, Iowa with her husband, Tom. They have two adult children: Sara and Megan (Kyle) and one granddaughter, Olivia. She enjoys reading and taking long walks.
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*DISCLOSURE: Advisory services provided through Honkamp Krueger Financial Services, Inc., a Registered Investment Advisor. Registered securities are offered through registered represent-
atives of ProEquities, Inc., a registered broker/dealer, member FINRA and SIPC. Honkamp Krueger Financial Services, Inc., HK Financial Services (HKFS) and ProEquities, Inc are independent.

Please be advised that Registered Representatives affiliated with Honkamp Krueger Financial Services, Inc. hold various licenses in various states. For residents of states in which registration is
not held, proper licenses and registrations must be obtained by the Registered Representative before proceeding further. No part of this communication should be construed as an offer to sell
any security or provide investment advice or recommendation. Securities offered through ProEquities, Inc. will fluctuate in value and are subject to investment risks including possible loss of
principal.