Who We Are

Mike Walsh AIF®- Financial Advisor 

Mike Walsh graduated from the University of Iowa with a bachelor's in economics. He's been a financial professional with the Principal® Financial Network since 2012.

He strives to help clients work towards achieving their financial goals. His goal is to build a relationship with his clients to collaborate in the development, design, and implementation phases of their financial plan and portfolio. Whether you're planning for retirement, building wealth, or managing a diverse portfolio, Mike focuses on creating tailored strategies to help you achieve your financial goals.

Mike and his wife, Laura, live in Solon, IA with their two kids, Ruthie, and Eddie. In Mike's free time, he enjoys spending time with family and friends, playing golf with Laura, travelling, and catching the occasional Hawkeye or Packer game with a good pizza.

 

Mike Gary ChFC®, AIF®, FSCPTM- Financial Advisor

Mike Gary earned his bachelors in management with an emphasis on finance from the University of Northern Iowa. He has been a financial professional since 1991.

He focuses on wealth management, helping to design and implement qualified retirement plans, non-qualified executive benefit plans, exit planning, and risk management-insurance protection. Mike works to empower you to make informed decisions and help secure your financial future. 

Mike Gary is a lifelong resident of Eastern Iowa. His wife, Gina, and him have two daughters Johnna and Anna. In his free time, he loves to spend time with family and friends while cheering on the Cowboys. 

 

Emily Slater - Office Manager 

Emily has been with us since May of 2023 as our Office Manager. Prior to joining the team, she worked in the financial service industry for 6 years and an additional 7 years in retail management. Acting as liaison between advisors and clients, Emily spends her time coordinating schedules, and processing paperwork. She is committed to understanding the needs of clients and strives to provide them with a personalized customer service experience.

Emily graduated from Mount Mercy University with a Bachelor's Degree in Business Administration. She double majored in Management and Marketing, and brings an innovative approach to our day-to-day business procedures.                                                            

Outside of the office, you will find her spending time with her husband Matt, and two young daughters. She enjoys going to concerts, farmer's markets, and the occasional trivia night.