Dave LaGrange started his financial career in the insurance business in 1996 and became a registered representative in 2000. He then went on to attain his Certified Financial Planner (CFP©) designation. Dave is also licensed in property, casualty, life, and health insurance.
In 2002, he began working with Dennis Reed of Winterset at the Investment Center of Union State Bank. Dave provides a host of professional services, any of which he would be happy to provide a free consultation at any time.
Investment Planning for Retirement and Other Financial Goals
Asset Protection Planning
Employee Benefits Planning
Tara McDonald started with Bridges Financial in July of 2010 and became a registered representative receiving her Series 7 license in May of 2011. Tara received her Series 63 license and life/health license in July of 2011. Most recently, Tara earned her property and casualty licenses.
Securities offered through Moloney Securities Co., Inc., Registered Broker/Dealer, Member FINRA/SIPC
Investment Advisory Services offered through Moloney Securities Asset Management, LLC,
Registered Investment Adviser