Graham Jepsen is an Investment Advisor Representative for Cetera Advisor Networks LLC. Graham graduated from Luther College in Decorah, Iowa in 1997 with a B.A. in Biology, after which he joined AT&T and Qwest Communications in Denver Colorado as a Cisco-certified Network Engineer. In 2002, Mr.Jepsen joined Security National Servicing Corporation (SNSC) as a buyer of bank owned debt and mortgage backed securities. This experience led to the creation of Steel Mountain Capital, a mortgage purchasing arm of a $6-billion hedge fund, by Mr. Jepsen and five other SNSC employees. In 2007, Graham returned to his home state of Iowa, joining Principal Financial Group as an internal investment consultant to 401K participants. In 2010 Graham joined Voya (formally ING} and eventually established his own practice. Starting in 2018 Graham has joined Planners Professional Services and will work alongside David McNamara and his staff. Graham is a member of Lutheran Church of Hope and enjoys outdoor activities with his wife Amy, and their four children.
Our Team
Kristie
Executive Assistant
Kristie joined our team in December 2019 as an Executive Assistant. With 17 years of experience in the service industry, she has learned how to both reach and exceed client expectations to provide service that you can count on. She is willing to go beyond the minimum expectations to make sure she serves client’s needs.
Her main duties include preparing/follow-up for client appointments, billing, quarterly mailings, as well as day-to-day operations of the business.
When she is not in the office providing quality service to our customers, you'll find her spending time with her family. She has been with her husband 19 years and counting. She has one amazing son and two crazy pups. She enjoys watching the kid play baseball as well as being actively involved in her hometown of Carlisle, Iowa.
Jan
Jan has been with The Planners Group for 22 years, joining our team in April of 1997. She supports our entire team and clients as our Receptionist. She answers the incoming calls and greets clients as the come in.
Jan resides in West Des Moines and has two cats. She enjoys spending time with her two granddaughters and taking family vacations to Florida every year!

