Before I can speak intelligently about the services that might be appropriate for you and your family, I need to get to know you. And, before you can feel comfortable sharing your goals and dreams, you need to get to know me.

My mission is to help my clients attain the peace of mind that comes from knowing they have taken appropriate steps towards financial security for themselves, their families, and future generations.  By matching your needs with innovative solutions utilizing world-class insurance services and internationally recognized investment products, I will do my best to help you protect and provide for those people you care about most.  I will work hard to build a relationship with you based on trust and integrity, always striving to provide you with the same level of ethical service that I would expect for myself.

Facts About Me:

  • Now celebrating over 13 years in service
  • Graduate of William Penn University
  • Married to my wife Rachel for 10 years
  • Two children named Urban and Lydia
  • Originally from the Des Moines area
  • Iowa State Cyclones fan
Jerry Schwaller

Jerry Schwaller, CLU®, CASL®, CAP®, AEP®, CFP®

Wealth Management Advisor

  • Office 515-697-4651
  • Fax 515-244-0835


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