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 planning strategies. He holds Series 6, 63, 65, and 7 registrations with LPL Financil, along with the Accredited Investment Fiduciary (AIF) certification. His extensive expertise, paired with a client-centered approach aims 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!

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

Meredith is a dedicated financial advisor with a genuine passion for helping individuals and families pursue 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, 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.

Brody is a financial advisor dedicated to helping clients make smarter, forward‑thinking financial decisions. He holds his Series 7 and Series 66 registrations held through LPL Financial and takes a planning‑first approach to guiding individuals, families, and small business owners through retirement strategies, investment decisions, and long‑term wealth planning.

Outside of work, Brody enjoys spending time with his wife and three children, staying active, and playing golf. Family is at the center of his life, and he brings that same commitment and care to the clients he serves.