Our Team

Phone: (515) 832-1319
Fax: (515) 832-0319

With over 20 years of experience in the financial advice industry, Andy is committed to helping clients navigate financial planning, tax, and estate strategies. He holds Series 6, 63, 65, and 7 licenses, along with the Accredited Investment Fiduciary (AIF) certification. His extensive expertise, paired with a client-centered approach helps to ensure sound financial decisions.

Outside of work, Andy cherishes time spent with family at the lake and on the golf course. A committed member of the community, he actively participates in local initiatives, believing in the importance of giving back.

Phone: (515) 832-1319
Fax: (515) 832-0319

Since joining Boone River Financial in 2016, Mady has been dedicated to ensuring seamless account management for our clients. Her role involves managing paperwork for new and existing accounts, preparing for client reviews, and supporting our team to deliver exceptional service.

Outside of work, her and her husband, Jake, love spending time with their three daughters, cheering them on at their various sporting events. When they aren't on the sidelines, she enjoys crafting and exploring new creative projects, hitting the fairways, and cheering loud for the Iowa Hawkeyes!

_{Mady is not registered with Osaic Wealth, Inc.}

Phone: 515-832-1319
Fax: 515-832-0319

Meredith is a dedicated financial advisor with a genuine passion for helping individuals and families achieve their financial goals. While she is relatively new to the industry, Meredith leverages the latest financial tools and resources to provide thoughtful, personalized advice. She is committed to building lasting relationships with her clients, guiding them through important financial milestones, from retirement planning to budgeting and investing for the future.

Outside of her professional life, Meredith is an avid sports fan and enjoys following her children, Delainey and Carson, as they compete in softball and basketball tournaments across the country. Family is her top priority, and she brings that same commitment to her work, always putting her clients' needs first. 

Phone: (515) 832-1319
Fax: (515) 832-0319

As the first point of contact for our clients, Miranda plays a key role in delivering exceptional client experiences while driving our marketing initiatives. She ensures seamless communication and support for our clients. In addition to providing client support, Miranda leads efforts to create and execute marketing strategies that showcase our services and values.

When she's not at work, Miranda enjoys spending time with her husband and their two dogs, Cooper & Goose. Whether she’s out on the golf course, socializing with family and friends, or attending fun events, Miranda loves making the most of every moment.

Phone: 515-832-1319
Mobile: 712-823-3449
Fax: 515-832-0319

With more than 15 years of experience in the financial industry, Shawn is dedicated to helping individuals and families achieve their financial goals with clarity and confidence. She is committed to doing what is in the best interest of each client, taking the time to understand their unique needs and provide personalized guidance.

Shawn holds Series 6, 63, and 65 licenses, enabling her to offer comprehensive investment and advisory services.

Outside of work, Shawn prioritizes her family and is actively involved in community service, especially through her local church.