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Jared D

Series 66

Des Moines, IA

VOYA Financial Advisors, Inc.

Jared Deboer is a financial advisor with VOYA Financial Advisors, Inc. in Des Moines, IA, holding a Series 66 designation and 19 years of industry experience. He has been with VOYA Financial Advisors since 2014 and previously worked at Waddell & Reed and Principal Financial Services. Jared also operates as an independent insurance agent specializing in fixed insurance products. VOYA Financial Advisors, Inc. is an enterprise-scale advisory and broker-dealer affiliate of Voya Financial serving individuals, retirement plans, charitable organizations, and corporations. The firm offers a range of financial planning and portfolio management services, employing a combination of in-house and external strategists with technology-enabled tools to implement client investment strategies.

Tax-loss harvesting Retirement income strategy General retirement planning Business exit / sale strategy Founder/Business Owner Executive Retired Self-Employed Approaching retirement Retired
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Wendi E

Series 63, Series 65

Des Moines, IA

VOYA Financial Advisors, Inc.

Wendi Eckelberg is a financial advisor with Voya Financial Advisors, Inc., holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. She has been with Voya since 2014. Eckelberg also works as an independent insurance agent specializing in the sale of fixed insurance products. Voya Financial Advisors, Inc. is an enterprise-scale advisory and broker-dealer affiliate of Voya Financial that serves individuals, pension plans, charitable organizations, and corporate clients. The firm offers financial planning, portfolio management, and retirement advisory services, utilizing a combination of in-house and external strategies along with technology-enabled tools to deliver customized investment solutions.

Tax-loss harvesting Retirement income strategy General retirement planning Business exit / sale strategy Founder/Business Owner Executive Retired Self-Employed Approaching retirement Retired
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Jamie M

Series 63, Series 65

Des Moines, IA

VOYA Financial Advisors, Inc.

Jamie Mcdermott is a financial advisor at VOYA Financial Advisors, Inc. in Des Moines, IA, with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has been with VOYA since 2014. Outside of his advisory work, Mcdermott is an independent insurance agent specializing in fixed insurance products. VOYA Financial Advisors, Inc. is an enterprise-scale advisory and broker‑dealer affiliate of Voya Financial that offers financial planning, portfolio management, unified managed accounts, and retirement advisory services to individuals, pension plans, charitable organizations, and corporations. The firm combines in-house and external strategists with technology-enabled tools to implement investment strategies across discretionary and non-discretionary accounts.

Tax-loss harvesting Retirement income strategy General retirement planning Business exit / sale strategy Founder/Business Owner Executive Retired Self-Employed Approaching retirement Retired
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Thomas F

Series 65, Series 66

Des Moines, IA

VOYA Financial Advisors, Inc.

Thomas Frolick is a financial advisor at VOYA Financial Advisors, Inc. in Des Moines, IA, with 25 years of industry experience. He holds Series 65 and Series 66 designations and has been with VOYA Financial Advisors since 2014. In addition to his advisory role, he is an independent insurance agent focusing on the sale of fixed insurance products. VOYA Financial Advisors, Inc. is a large enterprise-scale firm that provides financial planning, portfolio management, and retirement advisory services to individuals, pension plans, charitable organizations, and corporate clients. The firm combines model portfolios, technology-enabled tools, and both in-house and third-party strategists to deliver services primarily on a non-discretionary basis.

Tax-loss harvesting Retirement income strategy General retirement planning Business exit / sale strategy Founder/Business Owner Executive Retired Self-Employed Approaching retirement Retired
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Richard S

Series 63, Series 65

Des Moines, IA

VOYA Financial Advisors, Inc.

Richard Schneider is a financial advisor at VOYA Financial Advisors, Inc. in Des Moines, IA, holding Series 63 and Series 65 credentials with 26 years of industry experience. He has worked at VOYA since 2015 and was previously with MissionSquare Retirement for six years. Outside of advising, he is also an independent insurance agent specializing in the sale of fixed insurance products. VOYA Financial Advisors, Inc. is an enterprise-scale advisory and broker-dealer affiliate of Voya Financial that provides financial planning, portfolio management, unified managed accounts, and retirement-plan advisory services to individuals, pension plans, charitable organizations, and corporate clients. The firm combines in-house and external strategists with technology-enabled tools to deliver a range of investment solutions through a large network of advisers.

Tax-loss harvesting Retirement income strategy General retirement planning Business exit / sale strategy Founder/Business Owner Executive Retired Self-Employed Approaching retirement Retired
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