LSB Wealth Management

Taylor Pfannebecker is a financial advisor at LSB Wealth Management with Series 63 and Series 65 credentials. He began his financial services career in 2023 at Sammons Financial Group and has held roles at LPL Financial, Lincoln Savings Bank, and LSB Capital Management since 2026. Prior to entering the industry, he worked at Enterprise Holdings and Fastenal, and he has experience as a university employee at Buena Vista University. LSB Capital Management, Inc. is a registered investment adviser that offers discretionary asset management, financial planning, and sub-advisory services to individuals, retirement plans, trusts, charitable organizations, and institutions. The firm focuses on personalized, long-term portfolio management with a buy-and-hold strategy, utilizing mutual funds, stocks, bonds, ETFs, and third-party managers across multiple advisory platforms.

Annette Utterback is a financial advisor with LSB Wealth Management, holding Series 63 and Series 65 credentials and over 34 years of industry experience. She has been associated with LSB Capital Management, Inc. since 2021 and has prior experience with LPL Financial, Lincoln Savings Bank, and Broker Dealer Financial Services Corp. LSB Capital Management, Inc. is a registered investment adviser serving individuals, retirement plans, trusts, estates, charitable organizations, and institutions. The firm focuses on personalized, long-term portfolio management using a variety of investment vehicles and third-party managers, operating across multiple offices and advisory platforms.

Zachary Morrissey is a financial advisor with LSB Wealth Management in Ankeny, IA, holding Series 65 and Series 66 licenses and bringing eight years of industry experience. His prior work includes roles at Sammons Retirement Solutions and Axa Advisors, as well as experience outside finance at the United States Postal Service and Ankeny Golf & Country Club. He also provides investment advisory services through LSB Capital Management, Inc. LSB Capital Management, Inc. is a registered investment adviser offering discretionary asset management, financial planning, and sub-advisory services to a diverse client base including individuals, retirement plans, trusts, and charitable organizations. The firm focuses on personalized, long-term portfolio management with ongoing monitoring, employing a buy-and-hold approach and utilizing various investment vehicles and third-party manager platforms.

Hailey Broten is a financial advisor with LSB Wealth Management and holds Series 63 and Series 66 licenses. She has 13 years of industry experience, including prior roles at Principal Life Insurance Company, Principal Securities Inc., and Principal Funds Distributor. Outside of her advisory work, she owns Broten Travel, a non-investment-related business. LSB Capital Management, Inc., the firm through which she provides investment advisory services, offers discretionary asset management and financial planning to individuals, retirement plans, trusts, and other entities. The firm focuses on personalized, long-term portfolio management and utilizes various investment vehicles and third-party managers to meet client objectives.

Ramon Reyes is a financial advisor with LSB Wealth Management, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. His prior roles include positions at Raymond James Financial Services, U.S. Bancorp Investments, and Great Western Bank. Reyes also serves as a notary and provides non-variable insurance services. LSB Capital Management, Inc. is a registered investment adviser offering discretionary asset management, financial planning, and sub-advisory services to a diverse client base, including individuals, retirement plans, and charitable organizations. The firm focuses on personalized, long-term portfolio management using a buy-and-hold approach, supplemented by third-party managers and model platforms.

Brian Heying is a financial advisor with LSB Wealth Management and holds the ChFC® designation along with Series 63 and 65 licenses. He has 28 years of industry experience, including roles at Lincoln Savings Bank, Guardian Life, and LPL Financial. Outside of his advisory work, he serves as treasurer for Can Due, a recycling organization in Urbandale, IA. LSB Capital Management, Inc. is a registered investment adviser providing discretionary asset management, financial planning, and sub-advisory services to a diverse client base including individuals, retirement plans, trusts, charitable organizations, and corporations. The firm emphasizes personalized, long-term portfolio management with a buy-and-hold approach and utilizes multiple platforms and third-party managers to construct client portfolios.

Nicholas Haselhuhn is a financial advisor with LSB Wealth Management, holding Series 63 and Series 65 licenses and four years of industry experience. He has worked with LPL Financial, LSB Capital Management, and Lincoln Savings Bank throughout his career. LSB Capital Management, Inc. is a registered investment adviser that offers discretionary asset management, financial planning, and sub-advisory services to a diverse client base, including individuals, retirement plans, trusts, and charitable organizations. The firm focuses on personalized, long-term portfolio management with ongoing monitoring and quarterly reporting, utilizing a variety of investment vehicles and third-party managers across multiple advisory platforms.