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Meet Our Team

Meet Our Team

Click on our profiles to learn more.

Timothy J.  Heisterkamp

Tim Heisterkamp, CFP®

CERTIFIED FINANCIAL PLANNER™

(515) 386-2570

(515) 800-4150

Max  Neese

Max Neese, CFP®

CERTIFIED FINANCIAL PLANNER™

(515) 386-2570

(712) 794-4499

Kim Bendickson

Kim Bendickson

LPL Registered Assistant

(515) 386-2570

(515) 386-2276

Our Mission

Our Mission

Journey Financial is a financial service firm dedicated to help provide knowledge to clients concerning their financial future.

We are committed to maintaining the highest standards of integrity and professionalism in our relationship with you. We endeavor to know and understand your financial situation and provide you with only the highest quality information, services, and products to help you reach your goals.  We are committed to a lifelong relationship with you as your trusted financial confidant.

Our Core Values

Trustworthiness

Knowledge

Care

Service 

The Journey Financial Difference

We are a financial service firm committed to helping people pursue their financial goals. We offer a wide range of financial products and services to individuals and business owners. We believe you will be better able to identify your goals and make sound decisions to help reach them by our providing sound financial information.

 

How Can We Help You?

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