Meet Our Advisors

Robert ShawRobert Shaw has been working with clients since 1994.

Mr. Shaw holds a Bachelors Degree from the University of Arizona (1981) and a Masters Degree from Eastern Illinois University (1983) and did doctoral work at West Virginia University.  He holds FINRA Series 7, 24 and 63 securities registrations and state health and life insurance licenses.  He works with Cambridge Investment Research of Fairfield Iowa for his securities products and as an independent insurance broker, he is able to work with many financial and insurance companies to offer products that best serve his clients.  

He is dedicated to developing lasting relationships with all his clients. Robert believes in helping you assess your financial goals and participate in the management of your finances.

One of the potential benefits of working with Robert is his ability to provide clear, easily understood explanations of financial products and services. The personalized program that he can provide is a roadmap to helping work towards a more secure financial future.  Rob is looking forward to using his skills and experience to help you pursue your financial goals.


Jason Luders has been working with clients since 2009.

Mr. Luders holds a Bachelors Degree from the University of Northern Iowa in Business Administration.  He holds FINRA Series 7, 66, Life, Health Insurance, Property and Casualty Licenses in the state of Iowa.  He works with Cambridge Investment Research of Fairfield Iowa for his securities products and holds many insurance contracts with various companies.  

He works closely with families, individuals and businesses to provide customized recommendations to help them meet their financial goals. Jason consults with clients on investment strategies, products and services that are suitable for their needs. Jason also tracks and translates investment performance and make recommendations based on the clients needs and expectations.  "I look foward to providing you great customer service and experience to plan for the future."