Eric has sixteen years of career experience with the U.S. Treasury Department. He has worked in the Small Businesses and Self Employed (SBSE) division, and Large Business & Internal (LB&I), division. In his management role in LB&I he has served as the new hire training manager, and audit examination case manager for five plus years. Eric recently completed the IRS competitive “Senior Management Ready Program,” and have enjoyed serval territorial program manager assignments.

Eric holds lines of authority in Life, Variable Contracts (Certified, Series 65), and Health insurance. Eric is looking forward to spreading financial education by becoming an instructor and financial coach with The American Financial Education Alliance (AFEA).

Professional Profile

Lin A. Edwards, AAMS®, CDFA®, CRPC®, ChFC®, QPFA®, CLU®

Managing Director

I service a select group of families, business owners/entrepreneurs, and executives. My mission is to be an essential and trusted advisor to clients as they pursue their vision of financial success. My commitment to this mission is defined by three core principles:

I. Consultative Approach – Through discovery that helps clients discuss, clarify, and prioritize their financial objectives. An interactive wealth management planning process that helps clients see where they stand today along with a clear path to goals achievement. A commitment to educating clients helps simplify complex issues and ease decision-making. Benefit: Clients experience the confidence that comes from having clarity / structure in their financial lives.

II. Goals-Based Strategies – Experience, teamwork, and training allows us to innovate and bring a meaningful perspective. A clear investment philosophy combined with proven principles results in portfolios tied to clients’ stated objectives. Willingness to work with other professionals and leverage global resources brings customized solutions based upon your risk tolerance, time horizon, liquidity needs and investment goals. Benefit: Clients feel more at ease knowing that their advisor is a financial steward.

III. Personal Attention – Working with a select number of clients helps ensure accessibility and responsiveness. Proactive reviews and regular communication help make sense of financial markets and keep our clients on track.

Meet RJ McCarey

Personal Facts

·        Financial Representative of Principal Life Insurance Company.

·        Financial Advisor and Registered Representative for Principal Securities, Inc.

·        Twenty years of project management experience.

·        Certified Six Sigma Black Belt.

·        Successful small business owner for 15 years.

·        Graduated from Iowa State University.

·        Former President of the Newton Area Soccer Association.

·        Member of the Newton Chamber of Commerce and the Ankeny Chamber of Commerce.

·        Resides in Newton with wife, Julie, and two children, Katelyn and Harrison.

Updated Bio:

Robert J McCarey

·        Financial Representative of Principal Life Insurance Company

·        Financial Advisor and Registered Representative Principal Securities

·        Twenty years of project management experience

·        Certified Six Sigma Black Belt

·        Successful small pharmacy owner for over 20 years

·        Graduated from Iowa State University with BS Civil Engineering

·        Graduated from University of Phoenix with MBA & Finance

·        Former president of the Newton Soccer Association

·        Member of the Newton Chamber of Commerce

·        RICP Retirement Income Certified Planner