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I started Iowa Retirement Benefits & Solutions with a simple goal: to help people feel confident about retirement. That mission matters to me because I’m not just a financial planner; I’m also a dad.
My fiancée and I are raising our two boys, Easton and Jetson, in Mount Vernon, and being present for them is just as important as serving my clients well. That balance shapes how I approach both work and life.
Outside the office, you’ll probably find me at a Coe College wrestling meet, out hunting, or enjoying the outdoors with my family. For me, this career has never been about charts and statements — it’s about helping families feel confident enough to enjoy the life they’ve worked hard to build.
Morgan is the voice behind the phone, and oftentimes the first face you will see when you walk in the office. She’s been with Iowa Retirement Benefits & Solutions since the beginning.
Originally from Riverside, Morgan earned her Master’s Degree in Applied Behavior Analysis from Ball State University before finding her passion in the financial services industry. Today, she lives in Marion with her wife and their dog, Eevee.
Outside the office, you’ll find Morgan cheering on the Hawkeyes, planning her next getaway, experimenting in the kitchen, or getting wrapped up in the latest true crime podcast.
Morgan brings heart, organization, and a genuine dedication to every interaction — making sure each client feels welcome, supported, and confident about their journey.
Zachary has spent the past eight years in the financial industry, helping families protect what matters most. Originally from Hazel Green, he now calls Dubuque home, where he lives with his wife, Margaret.
After earning his Associate’s Degree in Business Management, Zachary found his passion in serving others — not just through his career, but also in the community. He’s an active member of 100 Men Who Care and volunteers with the Avery Foundation charity, giving his time to causes close to his heart.
When he’s not working with clients, you’ll likely find Zachary golfing, traveling with Margaret, catching a Chicago Bears game, or spending time with family. For him, it’s all about building connections, both at work and in life, that make a lasting difference.
For the past eight years, Keenan has been helping pre- and post-retirees navigate the retirement journey with confidence. Originally from Hazel Green, Wisconsin, he now calls Dubuque home, where he enjoys life with his French bulldog, Idgie.
Outside of work, Keenan is a massive football fan and loves spending time outdoors. Whether he’s walking with Idgie or catching a Dolphins game, he brings the same energy and dedication to his personal life that he brings to serving clients.
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Jeremy’s goal is pretty simple: help make retirement easier to understand and easier to feel good about. He’s been in the financial services world since 2015 and spends his time helping people put together plans that actually fit their lives.
Jeremy focuses on clear conversations, straightforward guidance, and building a strategy that lines up with what you want your future to look like. Jeremy lives in Center Point, Iowa, with his family and brings a laid-back, practical approach to every client relationship. No pressure, no jargon, and no pretending retirement has to be complicated.
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Born and raised in Cedar Rapids, Jordan takes pride in being a lifelong member of this community. With over 20 years of customer service experience, having a client-focused mindset continues to guide the work he does today.
In 2021 Jordan launched his career in investment and retirement planning. He combines personal attention with professional insight to help clients prepare for a confident and secure future.
The first step is a free meeting. No sales pitch, just a conversation about your life & goals:
Schedule a Meeting ➝Investment advisory services are offered through Fusion Capital Management, an SEC registered investment advisor. The firm only transacts business in states where it is properly registered or is excluded or exempted from registration requirements. SEC registration is not an endorsement of the firm by the commission and does not mean that the advisor has attained a specific level of skill or ability. All investment strategies have the potential for profit or loss.