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The AFS Team

 

Our TEAM is composed of experienced professionals who are knowledgeable and well-qualified to provide professional and effective financial planning strategies to individuals, families, and businesses.

We pride ourselves on being good listeners. Our advisors are thorough and pay close attention to detail. It is important for us to accurately identify your wants, dreams, goals, and objectives.

Our support staff consists of service-oriented individuals who are valuable members of our TEAM.

 

 

Scott Anderson, CLU, ChFC

Financial Advisor

(319) 378-7498

(319) 393-5931

scott@andersonfinancialsvcs.com

Scott is President of Anderson Financial Services and has been a Financial Advisor working with individual and corporate clientele for over 25 years. Scott is a graduate of Ohio State University having obtained majors in Finance and...

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Sean Rice

Financial Advisor

(319) 378-7498

(319) 393-5931

sean@andersonfinancialsvcs.com

Sean has over twenty years of experience in the financial services industry, having started his career with Transamerica upon obtaining a Bachelor of Science degree from the University of Northern Iowa in 1995. He is an Investment...

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Kyle McLaughlin, CFP®, MBA

 

 

 

Financial Advisor

(319) 378-7498

(319) 200-8230

kyle@andersonfinancialsvcs.com

Kyle began his financial planning career in 2015 and primarily focuses on family and small business planning. He enjoys helping clients reach their short- and long-term financial goals. Kyle graduated with honors in 2005 from the...

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Joyce Englert

Client Service Coordinator

(319) 378-7498

(319) 393-5931

joyce@andersonfinancialsvcs.com

Joyce has been with Anderson Financial Services since 2008 as Client Service Coordinator. In this role she is focused on the implementation of our proactive Client Service Model. She takes pride in providing top-notch service to our...

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Melissa McLaughlin

Administrative Assistant

319.378.7498

319.200.8230

melissa@andersonfinancialsvcs.com

Melissa joined AFS as an Administrative Assistant in 2021, coming from a business and restaurant management background. Melissa enjoys creating a welcoming environment for our clients, and will likely be the first person to greet you...

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