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.
Terri L. Kocurek
Terri joined our team in the October of 2015 as an Administrative Assistant, providing support for both Graham Jepsen and David McNamara. She has an extensive background in accounting and executive administrative support, bringing over 20 years of various industry experience to our team.
Terri assists Graham in the retirement planning processes, client meetings, asset allocation and creating customized financial plans for our clients. She serves a broad range of support for our clients and office operations.
Terri currently lives in Des Moines, Iowa. She spends most of her free time with her family, riding their motorcycle, boating and enjoying various activities throughout each season Iowa has to offer!
Stephanie A. Dagenais
Administrative Support Assistant
Stephanie joined our team in November of 2014 as an Administrative Support Assistant. She had previously worked in the financial and insurance industry for 10 plus years.
Her main duties include billing, preparing portfolio summaries, data entry projects and overall client support. She brings excellent energy and insight to our group and is great interacting with clients.
Stephanie resides in Cumming, Iowa. She loves spending her free time with her husband, 3 year old daughter and 2 dogs.
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!