We are grateful to say that many of our relationships have been referrals from existing clients, including multiple generations of successful families and extended families that stretch across the country. Our team nurtures these relationships with the midwestern values that make us proud to call ourselves “Marion Made”.
We’re excited to be a part of the wonderful turnaround currently underway in Marion. Our office is in a former bank building that sat vacant for nine years. Today it’s fully leased, as a new wave of tenants are making downtown Marion vibrant again, and visionary landlords are spending millions of dollars to purchase and renovate empty old buildings.
Products of the Marion Steam Shovel Company (later Marion Power Shovel) were used by contractors to build the historic landmarks of the Panama Canal, the Hoover Dam, and to dig the Holland Tunnel under the Hudson River.
But Marion’s greatness has not been relegated to the history books only. Our city’s future is bright.
For example: The old Marion Power Shovel building which sat empty for years is undergoing a $35 million renovation to be the future home of Enterra Feeds, a next generation animal protein company. Soon to be employing dozens of people, Enterra efficiently uses byproducts from the Poet Biorefinery plant which also had a major expansion. Poet undertook a $120 million expansion in 2018.
Lars Olson,
CFP®, ChSNC™, CPFA, CAP®, CRPS®
President, Wealth Advisor
Manoj Sharma
Vice President, Wealth Advisor
Lisa Bush
Assistant Vice President, Wealth Advisor
Julie Webster
Wealth Associate
Brooke Olson
Wealth Associate
David Olson
Wealth Associate (part time)
Ken Vincent
Chair, Advisory Board