Asset Management

Our investment management philosophy begins with an uncompromising commitment to understanding your needs and goals, and delivering custom solutions designed to fit your personal philosophies.

 Our process:

Discover - We are not simply discussing assets and liabilities; we’re looking for an in-depth understanding of your values,attitudes and expectations for your money.

Dream - What is your life going to look and feel like if you reach your goals?

Design - We create strategic and tactical asset allocation strategies to help accomplish your dreams.

Deliver - We promise to hold your goals in trust and advocate for them. We'll work together to monitor the value we add by asking, "Did we help you in some material way?"

Our key principles:

• Making your dreams a reality is our primary purpose. Managing money without a goal or purpose is like traveling without a map. You will make progress, but you may not like it when you get there.

• A well-executed process, followed consistently, will yield predictable results.

• Results must be measured and adjustments will need to be made along the way.

• Although risk cannot be eliminated, it can be managed.

• Emotions can drive people to make mistakes.  

• The investment strategies that worked in the past are different than those that will deliver results in the future.

At the Accel Group, we provide our clients with a comprehensive, goal-based wealth management system, including investment planning, pre-retirement planning, retirement income planning and estate planning. This process allows us to assist with insurance selection, long-term care planning and the effective transfer of assets between generations. We focus on helping our clients clarify and define their goals and objectives, as well as assisting with decisions along the way to reach those goals.

We offer:

Risk Management Life Insurance Long-Term Care Insurance Disability Insurance Home and Auto Insurance General Liability Coverage		Tax-Advantaged Options Municipal Bonds Traditional & Roth IRA's Qualified Retirement Plans Fixed and Variable Annuities		Investment Strategies Strategic Asset Allocation Tactical Asset Allocation Mutual Funds Exchange Traded Funds Stocks Bonds Real Estate Investment Trusts

Meet the Employee Benefits team

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Stacie Brass, Partner, CPC, IAR
As a Certified Pension Consultant and Investment Advisor Representative with more than 18 years of experience, Stacie Brass has the knowledge to analyze your investments and work with you on a comprehensive plan to reach your financial goals.

   Stacie is a graduate of UNI. She is past-president of the National Association of Insurance and Financial Advisors - Cedar Valley, an alumna of Leadership Investment for Tomorrow, and is a former board member of Junior Achievement.

Janet Rochford, IAR, Education & Planning Specialist
Janet focuses on providing individual financial planning. This includes assisting you through all phases of your financial life-cycle, from early savings years through retirement.

   With 11 years of experience, Janet works with you to ensure you are in the best possible financial situation by uncovering your perceived - and unperceived - goals, wishes and dreams.

Scott Durscher, Registered Representative
As a Registered Representative, Scott dedicates his time to helping you minimize your investment risk through effective management techniques. Scott balances strategic and tactical asset allocation strategies to help you make the most of your investment resources.

   He is a graduate of UNI. With 20 years in the industry, he offers extensive knowledge and a focused approach to assist you in your long-term financial goals.

Vern Byl, Registered Representative
Vern brings broad industry knowledge and experience to his clients. With an emphasis on strong customer service, he works with you to create the long-term investment plan that best matches your needs. As part of the Asset Management division, he follows the philosophy that as risk cannot be eliminated, it must be effectively managed.

Marj Simpson, Client Coordinator
As Client Coordinator, Marj serves as an important member of the team with more than 20 years of experience and knowledge in insurance, investments and qualified retirement plan services.

Chastity Hemer, Client Coordinator
Chastity provides day-to-day support to Scott and Vern's clients. With more than 5 years of service experience, she offers personalized service in a knowledgeable, timely manner.