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Financial Freedom

An integrated approach to retirement planning strives to lead to saving sooner, saving more and saving smarter. With offices in Iowa and Wisconsin, LMC Financial Advisors has the experience and resources to support a personalized, actionable, and measurable retirement readiness strategy.

MEET OUR TEAM ⟶

LMC Financial Advisors provides financial services to individuals, families, and employers of all sizes. With LPL Financial as our broker dealer, we have full access to their industry research and retirement plan tools. We are also a member of the Global Retirement Partners Advisors Alliance, a group of retirement plan advisors throughout the country with a shared vision for delivering retirement industry best practices, and dedicated to positive advancement of the retirement plan landscape.

Learn more about our history.

Meet Our Financial Advisors.

As independent retirement plan advisors, we are with you every step of the way, and we are just as committed to your long-term success as you are. Our plan experience and on-going consultative approach means you have access to a trusted advisor.


Dave Dawson Photo

Dave Dawson

President
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Dave Dawson, CLU, ChFC, RICP®, AIF®

President

515-237-0184

dave.dawson@lmcfin.com


As the president of LMC Financial Services, Dave is focused on the delivery of retirement plan and individual investment advisory solutions. He is very knowledgeable of the multitude of individual investment solutions and alternatives and has also worked extensively with both qualified and non-qualified retirement plans. His 30+ years of experience in the financial services/insurance industry allows Dave to offer insight and creativity to his clients.

Background     

Prior to becoming president of LMC Financial Services, Dave spent four years with LMC as an account executive. Prior to that, Dave spent three years at Marsh USA as a vice-president and a member of their National Retirement Plans Practice. Prior to Marsh, Dave spent nearly 19 years at The Principal Financial Group. During his long career there, he was an officer of the company and in a number of leadership positions and worked extensively with executive benefits, non-qualified plans and business succession solutions.

Education  

Dave earned his B.A. degree from the University of Northern Iowa with a Business Management major and Speech minor. In addition to his college coursework, he has obtained the following registrations, licenses, and professional designations:
  • Life, Health and Property/Casualty Licenses
  • Registered Representative with LPL Financial
  • Registered Investment  Advisor Representative and member of Global Retirement Partners Advisor Alliance
  • Chartered Life Underwriter (CLU)
  • Chartered Financial Consultant (ChFC)
  • Accredited Investment Fiduciary ® (AIF®)
  • Retirement Income Certified Professional® (RICP®)




Sarah Anthofer Photo

Sarah Anthofer

Client Service Executive
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Sarah Anthofer, AIF®


Client Service Executive

515-237-0182
sarah.anthofer@lmcfin.com


As a client service executive, Sarah is the day to day contact for questions and concerns with retirement plans.  She works closely with plan sponsors and fiduciaries, guiding them with support for their retirement plan decisions. This includes annual plan reviews, plan design analysis, investment monitoring, plan fee benchmarking, plan provider analysis, and strategic employee education.

Background    
Sarah joined LMC Financial Services in 2018. Prior to joining LMC, Sarah spent 17 years working in the retirement plan business. She has experience in retirement plan design, plan consulting, employee education and retirement plan fiduciary review meetings including investment, expense and general governance review.

Education   
Sarah earned a Bachelor of Arts degree from Coe College in Cedar Rapids, IA, in 2000.  She is an Investment Advisor Representative, and holds the FINRA Series 6 and 7 registrations held through LPL Financial.  Her Series 66 is held with LPL Financial and LMC Financial Advisors.  Sarah is also Life and Health Licensed in Iowa, Nebraska, and South Dakota.

Sarah earned the AIF® designation in 2019. Attainment of the AIF designation demonstrates understanding of the Prudent Practices® and methodology.

Jeff Hughes Photo

Jeff Hughes

Client Service Executive
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Jeff Hughes, AIF®


Client Service Executive

515-237-0194
jeffery.hughes@lmcfin.com


As a client service executive, Jeff is the day to day contact for questions and concerns with retirement plans.  He works closely with plan sponsors and fiduciaries, guiding them with support for their retirement plan decisions. This includes annual plan reviews, plan design analysis, investment monitoring, plan fee benchmarking, plan provider analysis, and strategic employee education.

Background    
Jeff joined LMC Financial Services in early 2017 and has been focused on retirement plan business since 2003. Previously, he worked in the small to medium retirement market with one of the nation’s largest retirement service providers with experience in plan design, plan consulting, investment due diligence, employee education, and retirement plan fiduciary review meetings. In addition, he also worked at a local bank leading their 401(k) division.

Education   
Jeff earned his Bachelor of Science in Finance from Iowa State University in 2002.  He is an Investment Advisor Representative and holds the FINRA Series 7 and 63 registrations held through LPL Financial.  His Series 66 is held with LPL Financial and LMC Financial Advisors.  Additionally, he is Life and Health Licensed in Iowa and Nebraska.

Jeff earned the AIF® designation in 2019. Attainment of the AIF designation demonstrates understanding of the Prudent Practices® and methodology.

In his free time, Jeff enjoys coaching his daughters’ softball teams, volunteering, bicycling, running, and is a fisherman.


Forrest Ross Photo

Forrest Ross

Retirement Services Director
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Forrest Ross, CFP®, AIF®, RICP
Retirement Services Director

608-828-3703

fross@lmcfin.com


Forrest Ross has over 20 years of experience advising individuals and businesses in pursuing their financial goals and objectives through investment and financial planning. 

As director of retirement services, Forrest is responsible for providing assistance in all aspects retirement plans for our clients. This includes helping clients coordinate their vendor relationships, and assistance to help them answer plan design questions, plan testing, and document management.

In addition, Forrest works closely with Plan Sponsors to develop strategic plans that aim to increase enrollment and assist individual participants with enrollment issues and investment allocation. He is also responsible for spearheading our financial and retirement planning education program.

Forrest earned his BBA in business management and MBA in finance from the University of Wisconsin, Whitewater. In addition, he earned the following: 
  • AIF® (Accredited Investment Fiduciary),
  • RICP® (Retirement Income Certified Professional ),
  • CFP® (Certified Financial Planner), REBC, CHFC, and CLU.
  • Life, health, property and casualty insurance licenses
  • FINRA Series 6, 7, 26, and 63 registrations through LPL Financial
  • FINRA Series 65 registration through LMC Financial Advisors
Forrest is a Registered Investment Advisor Representative in WI, IL, MI, MN, IA, MA, and OR.



Jayne Deutmeyer Photo

Jayne Deutmeyer

Senior Financial Consultant
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Jayne Deutmeyer, CTFA™, CFS®
Senior Financial Consultant

608-828-3701

jayne.deutmeyer@lmcfin.com


With over 20 years in the investment/financial services industry, Jayne’s experience allows her to help individuals and businesses with financial services, including: tax-smart investing, financial coaching, retirement planning, insurance, and long-term care.

Jayne also works closely with plan sponsors and fiduciaries, guiding them with support for their retirement plan decisions. This includes annual plan reviews, plan design analysis, investment monitoring, plan fee benchmarking, plan provider analysis, and strategic employee education.

Jayne holds the Certified Fund Specialist (CFS) designation through the Institute of Business and Finance and the Certified Trust and Financial Advisor (CTFA) designation through Cannon Financial Institute, which enhances the planning needed for better overall Estate Planning.

Chris Vandeberg Photo

Chris Vandeberg

Financial Consultant
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Chris Vandeberg
Financial Consultant

608-828-3707

chris.vandeberg@lmcfin.com


With over 10 years in the investment/financial services industry, Chris’s experience allows him to work closely with individuals and participants assessing their financial risks and planning for their future.

Chris also works closely with plan sponsors, guiding them with support for their retirement plan decisions. This includes annual plan reviews, plan design analysis, investment monitoring, plan fee benchmarking, plan provider analysis, and strategic employee education.

Chris current holds licenses in the following areas

  • Life, Health, Disability and Long Term Care
  • FINRA Series 6, 63 and 26 through LPL Financial
  • FINRA Series 65 registration through LMC Financial Advisors


Jenny Boudreau Photo

Jenny Boudreau

Marketing Director
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Jenny Boudreau
Marketing Director

608-828-3708
jenny.boudreau@lmcfin.com

As director of marketing, Jenny is responsible for our marketing and communication efforts. Her strong conceptual skills and years of marketing experience are used to drive plan outcomes through employee communication and education. Jenny has daily oversight of multiple websites, social media, and written and video content.

Background 
Jenny has more than 15 years of marketing and communication experience in insurance, employee benefits, and financial services. A veteran graphic designer, she has created and designed numerous websites, logos, brochures, and reports.

Education 
Jenny earned a BA in Business Management and Communication from Concordia University Wisconsin.  She is also Life and Health Licensed in Wisconsin.


RetireEase

Our RetireEase program has been designed with the goal to help maximize protection, enhance investment opportunities, improve overall plan value, and engage and motivate individuals so they are on track to pursuing a successful retirement.



Retirement Plan Services

Retirement plans are an attractive benefit for both employees and employers. The right plan can help attract and retain highly-qualified employees who will contribute greatly to your organization.

Are your employees are the right financial path?

It's a question that today's workforce struggles to answer, but workers aren't the only ones who should be concerned. Simply put, when an employee can't retire on time, it affects more than that individual; it's a significant for the plan sponsor as well.

LMC Financial Advisors' RetireEaseTM program has been designed with the goal to help employers maximize protection, enhance investment opportunities, improve overall plan value, and engage and motivate employees so they are on track to pursuing a successful retirement. Our RetireEase model includes:

  • Plan Compliance and Fiduciary Support
  • Investment Benchmarking
  • Plan Design Consultation
  • Participant Education

Employee Education

You want your employees to retire confidently. A comprehensive retirement readiness strategy strives to encourage your employees to save sooner, save more, and save smarter. But you need more than just a strategy, you need a partner who can provide the tools and guidance necessary to support a personalized, actionable, and measurable retirement readiness strategy.

LMC Financial Advisors' employee education program delivers proactive education and communication solutions, as well as a wide range of financial services and tools, designed with the goal to help your employees better understand their options and take their financial plan to new heights.

Individuals nearing retirement face a lot of tough questions. Our advisors guide pre-retirees through the transition of leaving the workforce and help navigate the challenges that come throughout all phases of retirement.

Financial Planning

Life is full of significant moments. Making sure you’re prepared for them is important to your overall financial security.  A comprehensive financial plan strives to be the foundation for a successful future.  

A financial plan can help:

  • Put you in control of your financial future
  • Organize your financial information
  • Establish clear and realistic goals for success
  • Provide strategies for making smart financial decisions
Making sense of your finances requires time and effort, as well as commitment. Through careful planning, our financial professionals can help simplify the process and help you pursue your goals.

Digital Investing Through Guided Wealth Portfolios

Online investing, personalized for you

Guided Wealth Portfolios is our digital investing solution that allows you to invest online with a low starting minimum and low-cost, exchange-traded funds (ETFs) while working with a personal financial advisor. Whereas other, similar solutions, called “robo advisors,” often require a large investment amount before granting access to a dedicated financial advisor, our solution allows you to start with only $5,000.* 

What You Get

With Guided Wealth Portfolios, you get a diversified portfolio personalized for you and your individual investment goals. Guided Wealth Portfolios is an innovative way to invest for your future, whether you want to invest for retirement or a major purchase like a new home—or simply want to get your money in the markets so it’s not sitting idle. You’ll also get to build a relationship with a financial advisor and engage with a personalized, online dashboard that shows you how your account is doing along the way. 

To see if Guided Wealth Portfolios could be the right investing solution for you, click on the link below, where you can answer a few brief questions about your goals and receive a personalized proposal.


Get Your Personalized Proposal to See If Guided Wealth Portfolios Is Right for You


How It Works

  1. Provide an email address and choose a password so your information is protected. 
  2. Answer a few simple questions to tell us a little bit about you, so we can determine what your portfolio should be. 
  3. Answer some questions about how you feel about taking on risk when investing, so we can determine your investment preferences. 
  4. Get a personalized portfolio that outlines our recommended investment strategy and how much you could potentially earn through Guided Wealth Portfolios. 
If you like your Guided Wealth Portfolios proposal and want to begin working with a financial advisor while enjoying the convenience of online investing, you can choose to open an account immediately. You’ll have the option to transfer an existing investment account or fund your account with cash—it’s just that easy.

We implement your personal portfolio using proven diversification techniques and sophisticated algorithms. You’ll receive allocations designed for you and your savings goals, and benefit from trading techniques that can help reduce taxes. Your portfolio is monitored daily, keeping it on track as markets move, and rebalancing it as needed.


Get Started: View Your Personalized Proposal to See if Guided Wealth Portfolios Is Right for You

*An annual small account fee is applied to accounts with less than $10,000 invested. Additional fees will apply.

IMPORTANT:  The projections or other information generated by Guided Wealth Portfolios regarding the likelihood of various investment outcomes are hypothetical in nature, do not reflect actual investment results and are not guarantees of future results.  Results may vary with each use and over time.  

Guided Wealth Portfolios (GWP) is a centrally managed, algorithm-based, investment program sponsored by LPL Financial LLC (LPL). GWP uses proprietary, automated, computer algorithms of FutureAdvisor to generate investment recommendations based upon model portfolios constructed by LPL. FutureAdvisor and LPL are nonaffiliated entities.

If you are receiving advisory services in GWP from a separately registered investment advisor firm other than LPL or FutureAdvisor, LPL and FutureAdvisor are not affiliates of such advisor. Both LPL and FutureAdvisor are investment advisors registered with the U.S. Securities and Exchange Commission.

All investing involves risk including loss of principal. No strategy assures success or protects against loss. There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk.

References to tax strategies that the GWP service investment management considers in managing accounts should not be confused with tax advice. LPL Financial does not provide tax advice. Clients should consult with their personal tax advisors regarding the tax consequences of investing.

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LMC Financial Advisors - Iowa

4200 University Avenue, Suite 200
West Des Moines, IA 50266

Phone: 515-244-0166

LMC Financial Advisors - Wisconsin

708 Heartland Trail, Suite 1000
Madison, WI 53717

Phone: 608-828-3700


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