Team

 

Jack is co-CEO of Successful Resource Management. He has been a licensed Financial Professional since April of 2000. He is a graduate of the University of Northern Iowa with a degree in Finance.

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Jayme is co-CEO of Successful Resource Management. He started his career in financial services at a top tier wire house and has had affiliations with two major bank brokerages.

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Winnie Taylor

Office Manager

(515) 279-1400

(515) 252-6201

Winnie joined SRM after spending 17 years in the New Business Department of Continental Western Life. Her responsibilities include processing the operational and administrative parts of the business in a seamless and efficient manner....

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Jamie Rothamel

Client Service Associate

515-279-1400