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Jamie P. Constantine, CIMA
Senior Vice President
Financial Advisor
Family Wealth Director
Corporate Client Group Director
Financial Advisor
Family Wealth Director
Corporate Client Group Director
tel: (515) 283-7014
toll free: (800) 388-6555
fax: (515) 283-7085
Professional Details
- Joined the Financial Serives Industry in 1984
- Bachelor of Science, 1981
Iowa State University - Certified Investment Management Analyst, 1999
Wharton School of Business
University of Pennsylvania - Accredited Investment Fiduciary Auditor, 2004
- Association of Professional Investment
Chair and Member - Series 3, 63, 65 & 7 Licensed
- Life and Health Insurance Licensed
- Investment Management Consultants Association
Consultant and Member
Jamie P. Constantine, CIMA
is licensed in the following state(s):
AR, AZ, CA, CO, FL, GA, IA, IL, IN, KS, MA, MD, MN, MO, NC, NE, NM, NV, NY, OR, TN, TX, WI

Bryan T. Boesen, CFP, CIMA
First Vice President
Financial Advisor
Senior Investment Management Consultant
Financial Advisor
Senior Investment Management Consultant
tel: (515) 283-7008
toll free: (800) 388-6555
fax: (515) 283-7085
Professional Details
- Joined the Financial Services Industry in 1999
- Bachelor of Business Administration,
University of Iowa - Certified Investment Management Analyst,
Wharton School of Business
University of Pennsylvania - Certified Financial Planner
- Recipient of Smith Barney's Rising Star Award, 2000
- Series 3, 63, 65, 7, 9 and 10 Licensed
- Life and Health Insurance Licensed
- Investment Management Consultants Association
Member - Association for Professional Investment Consultants
Member
Bryan T. Boesen, CFP , CIMA
is licensed in the following state(s):
AR, AZ, CA, CO, FL, GA, IA, IL, IN, KS, MA, MD, MN, MO, NC, NE, NM, NV, NY, OR, TN, TX, UT, WI

Matt C. Meline, CFP, CRPS
Vice President
Financial Advisor
Financial Advisor
tel: (515) 283-7060
toll free: (800) 388-6555
fax: (515) 283-7085
Professional Details
- Joined the Financial Services Industry in 1991
- BA - Finance, 1990
University of Northern Iowa - Certified Financial Planner
- Series 63, 65 & 7 Licensed
- Life & Health Insurance Licensed
- Chartered Advisor in Philanthropy
Applicant - 2009 - Financial Planning Association
Member - Des Moines West Side Chamber of Commerce
Vice President - Variety Club of Iowa
Board Member
Matt C. Meline, CFP , CRPS
is licensed in the following state(s):
IA, NE, WA
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Certified Financial Planner Board of Standards Inc. owns the certification marks CFP, CERTIFIED FINANCIAL PLANNER and CFP (with flame logo)® in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
Investment Management Consultants Association, Inc. owns the marks CIMA, Certified Investment Management Analyst (with graph element)®, and Certified Investment Management Analyst .

