Paige Carlson is a CFA® charterholder with three years of industry experience. She is currently with Rossby Financial, LLC and Prairie Oak Wealth, LLP, having previously worked at Cambridge Investment Research Advisors, Inc., Grinnell State Bank, and Grinnell College. Outside of her advisory roles, she serves as a board member for Mayflower Homes and as treasurer for Beta of Iowa (Phi Beta Kappa), and she has experience as a bookkeeper for a local waterproofing company. Rossby Financial provides investment advisory and financial planning services to individuals, charitable organizations, pension and profit-sharing plans, corporations, and other business entities. The firm uses a variety of analytical approaches to tailor portfolios to client objectives and risk tolerances and manages approximately $565 million in discretionary assets.

Jessica Dillon is a financial advisor at Rossby Financial, LLC with nine years of industry experience. She holds a Series 65 credential and previously worked at Cambridge Investment Research Advisors, Inc., Triangle Financial Services, Harbour Investments, Inc., and Grinnell College’s Office of Investments. Dillon serves on the boards of Mayflower Homes and the Grinnell Chamber of Commerce. Rossby Financial provides investment advisory and financial planning services to individuals, charitable organizations, pension and profit-sharing plans, corporations, and other business entities. The firm employs a variety of analytical methods to tailor diversified portfolios aligned with clients’ objectives and risk tolerances.