Bethany O'Connor
Client Service Manager
515.346.6382
After earning my degree in Education at the University of Northern Iowa, I unexpectedly found myself in a client service position within the financial industry. Though this wasn’t my expected career path, it has been one of the...
Halle Wolfe
Client Experience Manager
Jenny Smith
Financial Advisor
515.346.6382
For nearly 15 years, I’ve been building relationships and talking to clients about wealth accumulation and long-term investing, retirement planning, retirement income management, insuring and protecting financial assets, and...
Leah Davidson
Client Operations Manager
515.346.6382
Before joining Smith + Frieberg, I ran my own business. Those eight years as an entrepreneur gave me a front seat to the challenges business owners face day in and day out. Now I’ll bring that perspective along with...
Mallory Utebay
Client Service Manager
515.346.6382
I grew up in Marion, Iowa. After graduating from the University of Iowa, I got my start at Principal in the annuities department, which gave me great foundational knowledge of the business. Then I worked in the Des Moines Business...
Nicole Adair
Client Service Manager
515.346.6382
I grew up in Reinbeck, Iowa. I attended Wartburg College where I played soccer and earned a degree in business finance and management. After working in the Principal® Des Moines Business Center supporting other...
Sarah Frieberg
Financial Advisor
515.346.6382
Raised on an Iowa farm, I took an early interest in savings and investing, opening my first accounts when I was in the sixth grade. That interest became a strength as I earned degrees from Drake University in Finance, Accounting and...