Work hard, play hard.

We have a lot of respect for each other and a lot of fun with each other, often being nominated for “Coolest Places to Work” awards. We think this team spirit equips us to serve you better.

Our Team

Larry-Witzel-Headshot

Larry Witzel, CFP®, CLU, AIF

President

Bert-McClintock-Headshot

Bert McClintock, CFP®, AIF

Vice President of Retirement Services

Jamie-Meyers-Headshot

Jamie Meyers

Business Manager

Brian-Brandt-Headshot

Brian Brandt, CFP®, AIF

Executive Planning Professional

Jeff-Haugse-Headshot

Jeff Haugse, MBA

Financial Advisor

Jordan-Kuehner-Headshot

Jordan Kuehner, MBA

Financial Advisor

Steven-Bragg-Headshot

Steven Bragg

Financial Advisor

Linda-Kappler-Headshot

Linda Kappler

Senior Marketing and Services Director

Toni-Stone-Headshot

Toni Stone

Senior Corporate Account Executive

Justin-Evans-Headshot

Justin Evans

Corporate Account Executive

Kristin-Bullock-Herman-Headshot

Kristin Bullock-Herman

Client Service Associate

Josh-Hervey-Headshot

Josh Hervey

Client Service Associate

Ann-Miller-Headshot

Ann Miller

Client Service Associate

Nick-Nelson-Headshot

Nick Nelson

Client Service Associate

Kirby-Reese-Headshot

Kirby Reese

Client Service Associate


Larry-Witzel-Headshot

Larry Witzel, CFP®, CLU, AIF

President

Personal Profile

Larry's energy, experience, analytical aptitude and ability to break down complex or challenging situations into understandable and executable individual and business financial planning has helped develop Strategic Financial Solutions into a premier regional financial services office.

Community Involvement

  • Past President of NAIFA-Cedar Rapids
  • Member of Cedar Rapids Economic Alliance (1989 graduate of the Chamber's Leadership for Five Seasons)
  • Current member and past President of the Cedar Rapids Estate Planning Council
  • Member of Downtown Rotary
  • Active within his church

Education and Honors

Iowa State University

  • Bachelor of Science in Agricultural Business
  • Minor in Business Administration
  • Graduated with honors
  • Emphasis in Economics

Professional Accreditations

  • CERTIFIED FINANCIAL PLANNER™ certification
  • Series 6, 7 and 63 securities registrations
  • Chartered Life Underwriter (CLU®) from the American College of Financial Services
  • 2008, he obtained his Accredited Investment Fiduciary designation (AIF®)

Interests and Hobbies

Originally a "farm boy" from North Central Iowa, Larry now resides on a farm east of Marion, with his wife of over 30 years, Joni. Their daughter Rachel lives in Marion and son Nate, also a graduate of Iowa State University, is currently living in Texas. Larry's free time includes golf, racquetball, boating, working on his farm and following ISU athletics.

Favorite Food: Pizza
Favorite Quote: The harder you work, the luckier you get.
Favorite TV Show: Big Bang Theory
Favorite Movie: True Grit
Favorite Holiday: Christmas
Bucket List: Hike up/down the Grand Canyon with Nate
Biggest Accomplishment: 30 years of marriage and two great children
Place to visit: Scuba diving off the Great Barrier Reef; The Holy Land

Bert-McClintock-Headshot

Bert McClintock, CFP®, AIF

Vice President of Retirement Services

Personal Profile

Bert cares deeply for his clients. That's the core to who he is and what drives him to be the best financial resource possible to those he strives to help. Bert wants to help individuals plan for financial independence at the earliest age possible so they are in the position to make work/life decisions that positively impact themselves and those they care about.

Specialty

  • Corporate Retirement Plans
  • Fee-Based Investment Management

Community Involvement

  • Member of NAIFA (National Association of Insurance and Financial Advisors)
  • Member of Cedar Rapids Area Estate Planning Council
  • Member of Northeast Iowa ESOP Association
  • Class of 2014 Economic Alliance Leadership for Five Seasons

Education and Honors

Simpson College

  • Major in Business Management with specialization in Finance and Insurance
  • Minor in Sports Administration

Professional Accreditations

  • CERTIFIED FINANCIAL PLANNER™ professional
  • Accredited Investment Fiduciary (AIF®) education designation from FI360.
  • FINRA Series 7, Series 66 Securities Registrations, Life and Health Licensed
  • 23 years' experience in the financial services industry

Interests and Hobbies

Bert and his wife, Tia, are blessed with two children, Collin and Paige. Growing up on a farm outside of Essex (Southwest Iowa) is still core to Bert’s work ethic, values and desire to help others. The kids keep the family very busy with their extracurricular activities. In his free time, Bert enjoys being outdoors whether that is golfing, boating, hunting, playing/coaching sports teams or simply spending time with his family.

Favorite Food: Tia's lasagna
Favorite Quote: How can I be the answer to someone else's prayer today?
Favorite Movie: Tommy Boy
Favorite Holiday: Christmas
Biggest Accomplishment: Being a Partner at SFS and carrying out the mission of helping as many people as possible to build and protect their financial futures.
Favorite place to visit: Australia

Jamie-Meyers-Headshot

Jamie Meyers

Business Manager

Personal Profile

Jamie wants people to achieve their goals. She holds a position where she not only gets to assist the team in reaching their personal and professional goals but works to ensure the company reaches its goals as they continue to strive for success into the future. She is passionate about carrying forward a positive culture and all-inclusive team environment in the office and also works to give back to the community as a team wherever possible!

Specialty

Ensuring the team has a solid foundation, built on ethics, hard work, fun, client-focus, and accountability. Jamie assists in the future vision of SFS.

Community Involvement

  • Cedar Rapids Economic Alliance, Leadership for Five Seasons Board Member
  • Board Member for PWN, Professional Women's Network
  • Pacesetter Youth Camp - camp for middle school aged kids geared around "Be the Change You Wish to See in the World"
  • Help for Houston - organized a semi to go to Houston to help Hurricane Harvey victims. In addition, spent 3 days down there gutting homes and helping dig through heaps of personal belongings for family heirlooms, in order to prepare for rebuilding.
  • Help Heat the Homeless - Organized a tie fleece blanket drive for Willis Dady ... over 500 blankets were collected!
  • Go Red for Women Planning Committee Member

Education and Honors

Kirkwood Community College

  • Major in Business Administration

Professional Accreditations

  • Series 6, Series 63 Securities Registrations

Interests and Hobbies

Jamie has been married to her husband, Brad, for 15 years. Jamie and Brad are blessed with 2 children, Peyton and Harper. In Jamie’s free time, you can find her doing anything from instructing at a local gym, cheering her children on in their various sports, giving back to her community, to enjoying the sunshine with friends and family, cheering on the Milwaukee Brewers, Iowa Hawkeyes, & the Green Bay Packers!

Favorite Food: Pickles
Favorite Quote: "Perfection is not attainable, but if we can chase perfection we can catch excellence." -Vince Lombardi
Favorite TV Show: Friends
What motivates Jamie: My kids help me to keep setting the best example I can for them in all aspects of my life.  A good challenge or competition - the feeling of success is a great motivator!
Favorite Holiday: Christmas
Bucket List Item: Write a book
Favorite Places to visit: Saint John USVI

Brian-Brandt-Headshot

Brian Brandt, CFP®, AIF

Executive Planning Professional

Personal Profile

Brian wants to help people gain confidence in their finances by understanding what they have and what they are saving for. Additionally, he wants to help people gain financial independence early enough in life to enjoy their golden years.

Specialty

Working with individuals motivated to better understand their finances.

  • Retirement Income Planning
  • Key Person planning for Businesses
  • Executive Compensation Strategies

Community Involvement

  • Solon Youth Football Coach
  • YPN Board of Trustees Chair
  • Leadership for 5 Seasons Graduate and two-time Co-Chair
  • Member of NAIFA (National Association of Insurance and Financial Advisors)

Education and Honors

Simpson College

  • B.A. in Economics and Finance

Professional Accreditations

  • CERTIFIED FINANCIAL PLANNER™ professional
  • Chartered Leadership Fellow (CLF®) designation holder
  • 25 years' experience in the financial services industry
  • AIF® (Accredited Investment Fiduciary)

 

Interests and Hobbies

Brian resides in Solon, IA, with his wife Christy and their 4 boys, Greg, Thomas, Charlie & Will. Their family has two pets, Cooper & Brady. Brian has completed two half marathons. He is an "OK" poker player (direct quote). Brian's free time includes coaching football and volunteering for Solon sports in his community. Brian is co-founder of "Briar Ridge Bikes" in Solon.

Favorite Food: Pizza
Favorite Quote: "Trust the process."
Favorite TV Show: NFL
Favorite Holiday: Thanksgiving
Bucket List Item: Australian Sabbatical
Biggest Accomplishment: Developing an outstanding successor to my previous role of leader of the Eastern Iowa Region of Principal Financial Group®. This allowed me to confidently transition to my current role.
Favorite Places to visit: New Zealand

Jeff-Haugse-Headshot

Jeff Haugse, MBA

Financial Advisor

Personal Profile

Jeff's goal is to always encourage his clients to focus on their goals for retirement. The first step is to identify goals and separate them into needs, wants, and wishes. Jeff refers to this as identifying your train and the track you want to be on for your retirement. Jeff then provides strategies on how to get the clients train moving faster and safer down their track. Jeff enjoys growing his relationships with his clients over the many years he serves them.

Specialty

  • Retirement income planning
  • Saving and wealth accumulation strategies
  • Creating a flexible, unique, efficient financial plan for clients' retirement
  • Helping people achieve their goals

Community Involvement

  • Jeff is active locally and within the financial services industry as a member of NAIFA-Cedar Rapids (National Association of Insurance and Financial Advisors)
  • Junior Achievement
  • Habitat for Humanity

Education and Honors

Mount Mercy University

  • Masters of Business Administration

University of Northern Iowa

  • Bachelors in Finance

Professional Accreditations

  • Series 6, Series 63 and 65 Securities Registrations
  • Life and Health Insurance Licensed
  • 20 years' financial service industry experience

Interests and Hobbies

Jeff loves being outdoors whether that is golfing, fishing, or helping a friend out. Jeff enjoys following Hawkeye sports and Green Bay football, while relaxing at home.

Favorite Food: Breakfast Burritos or Ice Cream
Favorite Quote: “Where there's a will there's a way.”
What Motivates Jeff: Achievement
Favorite Holiday: Christmas
Bucket List: Trip to Europe

Jordan-Kuehner-Headshot

Jordan Kuehner, MBA

Financial Advisor

Personal Profile

Jordan's mission is to impact his community by helping people protect and provide for their families. From personal experience, Jordan’s young family made it clear to him that people need guidance and accountability from someone they have confidence in. As a financial representative, he serves his clients by helping them align their actions to what’s most important to them.

Specialty

Holistic Financial Planning

  • Risk Management
  • Investment Portfolio Management
  • Retirement Income Planning
  • Tax Planning Strategies
  • Estate Planning

Education and Honors

Coe College

  • Bachelor’s Degree in Business Administration

Mount Mercy University

  • Masters of Business Administration

Professional Accreditations

  • Series 7, Series 66 Securities Registrations
  • 8 years' financial service industry experience
  • Principal Honor Council Honoree - 2021

Interests and Hobbies

Jordan and his wife, Kaitlin, have 4 children, Ella, Jac and Lyla (twins), and Miles.  Jordan and his wife are active in their church community and really enjoy being outdoors (hunting, fishing, camping) and traveling with their family. Jordan's other interests include playing the blues on guitar, barbequing, and playing with their golden retriever, Millie.

Favorite Food: Deer loin and any meat off of the smoker!
Favorite TV Show: Outdoor Channel
What Motivates Jordan: Helping others
Favorite Holiday: Christmas
Bucket List: Go on a moose hunt with a recurve
Biggest Accomplishment: Raising a family with my high-school sweetheart

Steven-Bragg-Headshot

Steven Bragg

Financial Advisor

Personal Profile

Steven's goal is to help individuals and families manage and coordinate their financial goals. He starts by understanding what's most important to you, and puts a plan in place for you to work towards achieving it.

Specialty

  • Retirement planning
  • Estate planning
  • Tax planning strategies
  • Risk management (insurance)
  • Investment management
  • Education planning

Education and Honors

University of Iowa

  • Bachelor’s Degree in Business Administration

Professional Accreditations

  • Series 7 and 66 securities licenses
  • Life and Health Insurance Licenses

Interests and Hobbies

Steven and his wife, Lindsey, 2 boys – Atticus 6 and Lincoln 4, and a baby girl, Emersyn. Steven and Lindsey enjoy time with friends and family, and just relaxing with the boys at the park down the street where they often play Frisbee golf. When not outside or involved in one of the kids activities, they enjoy playing board games and card games. Other passions include taking a drive in the 1974 Chevy Nova that Steven, his dad, his late great Uncle, and many other families helped restore when Steven was a teen. On Saturdays during football season Steven being a lifelong cyclone fan and an Iowa Alum, cheers on both teams.

Favorite Restaurant: Huhot
Favorite TV Show: Brooklyn 99
Hobbies: Sand Volleyball, frisbee golf with Steven’s 2 boys and friends, board games, card games and pretty much any other sport
Favorite quote: “Everyday you get to make the choice to get better or get worse.”
Bucket List: Take my wife on her dream vacation

Linda-Kappler-Headshot

Linda Kappler

Senior Marketing and Services Director

Personal Profile

As Senior Marketing and Services Director, Linda oversees the marketing planning and brand management for Strategic Financial Solutions. Linda understands and believes in the mission of Strategic Financial Solutions and it shows by her dedication and work ethic.

Specialty

Linda specializes in knowing our clients and our brand. Linda’s been with SFS for 20 years and has worn (almost) every hat at SFS. With her industry knowledge and being an advocate for our clients, Linda works closely with Larry and takes care of our clients. Linda is also our Corporate Education coordinator. Linda creates and coordinates all our group education meetings for our Corporate Retirement Plans. Linda is the voice of SFS!

Community Involvement

  • Past mentor for Young Parents Network
  • Past board member for Girls on The Run
  • Past coach for Girls on The Run
  • Various Bike Ride Fundraisers

Education and Honors

Professional Accreditations

  • Series 6 Securities Registration
  • 35 years' financial service industry experience

Interests and Hobbies

In her free time, Linda and her husband can be found either spending the weekend with grandkids or out enjoying biking with family and friends. She enjoys traveling around the Midwest on weekend road trips meeting new people and taking in new adventures. She also enjoys traveling to places she hasn’t been before, ask her about “Pack up and Go” and where she ended up. Linda grew up in Cedar Rapids and currently resides in Cedar Rapids with her husband. They have three grown daughters and the best grandkids. They have two boxers, still at home, Nola and Frank. Linda enjoys the outside and keeping up her flower garden.

Favorite Food: Thai and Italian
Favorite Quote: “Be the change you wish to see in the world.”
Favorite TV Show: Big Bang, Ozarks, Schitt’s Creek
Favorite Holiday: Halloween
Bucket List: Scuba Diving
Biggest Accomplishment: Watching my children become amazing adults
Place you’d most like to visit: Italy

Toni-Stone-Headshot

Toni Stone

Senior Corporate Account Executive

Personal Profile

Toni works to actively drive ongoing implementation of the Strategic Financial Solutions service model for retirement plan clients. She is directly responsible for the servicing, direction and coordination of our corporate retirement clients. On a daily basis, Toni provides hands-on service to clients large and small, to help meet each client’s service needs. Toni joined this business because she truly enjoys working with financial professionals to help them deliver the message about the importance of retirement planning.

Specialty

Servicing Corporate Retirement Plans

Education and Honors

Professional Accreditations

  • Series 6 Securities Registration
  • 19 years financial service industry experience

Interests and Hobbies

Favorite Food: Sushi
Favorite Movie: Braveheart or Spaceballs
Favorite TV Show: Friends and Seinfeld
Favorite Holiday: 4th of July
Place to visit: The Maldives
Bucket List: Skydiving

Justin-Evans-Headshot

Justin Evans

Corporate Account Executive

Personal Profile

Justin's ultimate goal is to help provide companies with high quality service for their retirement plan and for their employees.

Specialty

Servicing Corporate Retirement Plans

Education and Honors

Professional Accreditations

  • Series 6, Series 63 Securities Registrations
  • 10 years financial service industry experience

Community Involvement

Baseball Coach

Interests and Hobbies

Justin and his wife, Amy, live in Cedar Rapids with their 2 boys Cole and Mason. They spend their weekends cheering on the boys’ sports teams. When they are not on the sidelines cheering the teams on, they enjoy traveling and being outside with friends and family. Justin’s favorite time of year is football season.

Favorite Food: Chinese, Thai, and Sushi
Favorite TV Show: Breaking Bad
Favorite Holiday: Christmas with family
Bucket List: Rent a convertible and drive the west coast from Seattle to San Diego
Place to visit: Bora Bora and stay in an over water bungalow

Kristin-Bullock-Herman-Headshot

Kristin Bullock-Herman

Client Service Associate

Personal Profile

Kristin is focused on delivering quality service to the clients that Strategic Financial Solutions serves. Every day brings new adventures and new opportunities. Kristin most enjoys interacting with clients and having a part in their financial journey.

Specialty

Providing our clients exceptional service. Kristin assists Bert and oversees investment model creation and modification and oversees much of the processes in the individual team’s day to day functionality.

Community Involvement

  • Volunteers with her family at the animal shelter
  • Girls on the Run Volunteer Coach
  • Annual "Especially For You" Race participant

Education and Honors

Mount Mercy University

  • Bachelor’s Degree in Finance and Accounting Summa Cum Laude

Professional Accreditations

  • Series 6 and 63 Securities Registrations
  • 12 years' financial service industry experience

Interests and Hobbies

Born and raised in the Corridor, Kristin now resides in Cedar Rapids with her husband. They have one son, who is a U.S. Marine. Kristin enjoys cooking, travelling, card games, Iowa Hawkeye Football, hitting golf balls, and spending time with family and friends.

Favorite Quote: "Success is walking from failure to failure with no loss of enthusiasm." - Winston Churchill
Favorite Food: Mexican
Favorite Movie: The Blind Side
What Motivates Kristin: Working with clients and seeing results
Favorite Holiday: Thanksgiving! Smoked turkey, mashed potatoes, and family!
Biggest Accomplishment: My family
Bucket List: Write a cookbook
Place to Visit: Italy

Josh-Hervey-Headshot

Josh Hervey

Client Service Associate

Personal Profile

Josh enjoys working with their advisors to help clients work towards reaching their financial goals and providing a high degree of personalized service. He believes that every interaction with a customer is important and he works to ensure that belief is reflected in his interactions with clients.

Specialty

Josh specializes in providing a quality customer experience for all our clients. Josh is in direct communication with our clients and helps with the processing of trades and transactions. Josh also specializes in creating financial reports and servicing for our clients.

Education and Honors

Coe College

  • Bachelor’s Degree in English

Professional Accreditations

  • Series 6 and 63 Securities Registrations
  • 7 years' financial service industry experience

Interests and Hobbies

His spare time is generally spent with his wife & daughter, following Hawkeye sports, reading history, or traveling. Having traveled to both Europe & South America, Josh someday hopes to have stepped foot on all seven continents.

During tax season, Josh volunteers his time with the Volunteer Income Tax Assistance program at the United Way of East Central Iowa. Providing free income tax preparation for low-income individuals and families in the Cedar Rapids area allows him to give back to the community that has been so kind to him and his family.

Favorite Food: Tacos
Favorite Movie: Dr. Strangelove
Favorite Holiday: Christmas
Bucket List: Watch Iowa win a national championship in football
Place to visit: Istanbul

Ann-Miller-Headshot

Ann Miller

Client Service Associate

Personal Profile

Ann knew right away that the values, attention to detail and services offered by Strategic Financial Solutions was a culture that she wanted to be a part of. Ann assists the financial professionals in our office and maintains positive and proactive customer relationships while helping to execute day to day operational tasks. As the lead New Business Coordinator, she ensures that all New Business is processed properly and in a timely manner.

Specialty

New Business Coordination and Processing

Education and Honors

College

  • Associate’s Degree in Early Childhood Education

Professional Accreditations

  • Life and Health Insurance Licensed
  • 13 years' financial service industry experience

Interests and Hobbies

She lives in Cedar Rapids with Luke, her significant other. She is an animal lover of all kinds. Ann is the doting “pet parent” of three spoiled Boston Terriers, amongst several other critters. She enjoys cooking, spending time with family and friends, reading a good book and relaxing on her sun porch.

Favorite Food: Italian
Favorite Holiday: 4th of July
Place to Visit: Australia

Nick-Nelson-Headshot

Nick Nelson

Client Service Associate

Personal Profile

After spending several years working in different areas, Nick began working in the Financial Industry in 2018 and instantly grew to love it. He is excited to have the opportunity to continually learn and grow, both professionally and personally. Nick is looking forward to using his customer service background to help all our clients at Strategic Financial Solutions to work toward their financial goals.

Specialty

Nick specializes in providing an outstanding customer experience for all our clients. Nick is direct communication with our clients on a daily basis and helps with trades and transactions. Nick also specializes in creating financial reports and servicing for all of our clients.

Education and Honors

Professional Accreditations

  • Series 6 Securities Registration
  • 3 years' financial service industry experience

Interests and Hobbies

Nick lives in Cedar Rapids with his wife Jordan and their son Barrett. He enjoys spending time with his family and friends, doing anything outside, and cheering on the Chicago Cubs and Iowa Hawkeyes. After serving in the Marine Corps for 4 years and travelling all over, and living in different cities since then, Nick is excited to settle down with his family back home in eastern Iowa.

Favorite Food: Buffalo Wings
Favorite Movie: Step Brothers
Favorite TV Show: The Office and Seinfeld
Favorite Holiday: Thanksgiving
Bucket List: Travel to Europe with Jordan
Favorite Place to Visit: Chicago

Kirby-Reese-Headshot

Kirby Reese

Client Service Associate

Personal Profile

Kirby had a change in heart when it came to her career path. After realizing healthcare was not her passion, she took a job as an Executive Assistant for a small investment firm. While working closely with Registered Representatives, she grew to love the industry and decided to obtain her securities registrations to further her knowledge and skill level. She enjoys every day being different and getting to know and assist clients with whatever they may need.

Specialty

Kirby specializes in Larry's service model and taking exceptional care of his clients' needs. Kirby has a strong background in the securities field and provides quality service when it comes to creating financial reports and processing trades and transactions for our top clients.

Education and Honors

University of Northern Iowa

  • Bachelor’s Degree in Athletic Training

Professional Accreditations

  • Series 7, 63 and 24 Securities Registrations
  • 7 years' financial service industry experience

Interests and Hobbies

Kirby currently lives in Marion with her golden retriever, Beau. She enjoys spending her time at the gym and with close family and friends. She always looks forward to her annual trip to St. Louis to cheer on the Cardinals and loves travelling to new places and exploring new things.

Favorite Place to Visit: St. Louis or Jackson Hole
Favorite Food: Anything chocolate.
Travel Bucket List: Ireland, Denmark, Australia, New Zealand