Team
We believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.
Our extended team of financial professionals can help you address:
- Investing principles and strategies*
- Retirement investing and distribution strategies*
- Estate conservation issues
- Risk management*
We also can answer your questions, including:
- Can I retire early?
- Are my investments working hard enough?
- What’s the best approach for college savings?
- What are the elements of a sound estate strategy?
- Do I have enough life insurance for my family?
Our experienced professionals have helped many people just like you with similar issues and concerns. We specialize in creating an approach that is designed to address your individual situation.
*These services are offered by Dennis Skinner through his affiliation with Securities America.
EducationBachelor of Science, Advertising, Iowa State UniversityMaster of Science, Accounting, Drake UniversityDesignationsCESTM - Certified Estate SpecialistCFPTM - Certified Financial PlannerEA - Enrolled AgentAffiliationsNational...
EDUCATION: Bachelor of Science: Sociology Iowa State University EXPERIENCE: 1998 - 2012 Technical Support Manager for Siemens PLM (formally Engineering Animation, Inc.) 2012 - Present Enrolled Agent Skinner & Associates, Inc.
EDUCATION: Bachelor of Science: Accounting Iowa State University EXPERIENCE 2001 - Present Senior Accountant Skinner & Associates
Kati is not affiliated with Securities America.