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The Planners Professional Services, Inc.

 (515) 224-0149  tkocurek@plannersgroup.com
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  2. Stephanie A. Dagenais

Stephanie A. Dagenais

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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.

 

 

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  •   1012 Grand Avenue , West Des Moines, Iowa 50265-3501
  •   (515) 224-0149
  •   tkocurek@plannersgroup.com

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Securities offered through Cetera Advisor Networks LLC. Member FINRA / SIPC. Some advisory services offered through The Planners Professional Services, Inc., and some offered through Summit Financial Group, Inc., registered investment advisors. Summit and Cetera are affiliated and under separate ownership from any other named entity.

Individuals affiliated with this broker/dealer firm are either Registered Representatives who offer only brokerage services and receive transaction-based compensation (commissions), Investment Adviser Representatives who offer only investment advisory services and receive fees based on assets, or both Registered Representatives and Investment Adviser Representatives, who can offer both types of services.

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