Let us plan for you.

The wealth management experience you deserve.

Are you prepared for retirement?

Scoreboard

Find out by completing our Retirement Readiness ScorecardTM


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A wealth management firm you can trust.

As fiduciaries, your interests always come first. We want to understand where you’ve been, and it’s our goal to help you get to where you want to go.

Who We Serve

Read More About Individuals
& Families

Individuals
& Families

Life is full of transitions. You can rely on us to help you understand your options.

Read More About Medical
Professionals

Medical
Professionals

We understand the stress of your profession. We are here to help you make work optional.

Read More About Executives
& Business
Owners

Executives
& Business
Owners

We can help you plan for your financial future so you can focus on your career and business.

Read More About ESOP
Participants

ESOP
Participants

Whether you are looking to retire or are already there, we can help you secure a fulfilling retirement and protect your wealth.

Our Process

RoadMap for an Abundant Life®


Trust is at the heart of any financial relationship. We pride ourselves on empowering you with the knowledge and tools that will optimize your finances to help you feel at ease in new or challenging transitions.

DISCOVERY MEETING

Discover what is most important to you

FINANCIAL
PLAN & PORTFOLIO
ANALYSIS
MEETING

Present your Plan and our recommendations

MUTUAL COMMITMENT MEETING

Set expectations and execute your Investment Policy Statement

FOLLOW-UP MEETING

Organize your account paperwork and establish secure electronic account access

ONGOING
REVIEW & EDUCATION MEETINGS

Review your goals and advanced planning strategies

Prepare your Financial Plan based on what’s most important to you and analyze your investment portfolio to identify any gaps or opportunities.

ADVANCED PLANNING

AP = Wealth Enhancement + Wealth Transfer + Wealth Protection + Charitable Giving

We will conduct a comprehensive evaluation of your advanced planning needs, and in collaboration with your professionals or with our select team of professionals, provide solutions for moving forward.

WEALTH ENHANCEMENT: tax mitigation and cash flow planning

WEALTH TRANSFER: effectively transferring wealth, inside or outside of family

WEALTH PROTECTION: risk mitigation, legal structures, and transferring risk to insurance companies

CHARITABLE GIVING: maximizing charitable impact

Prepare your Financial Plan based on what’s most important to you and analyze your investment portfolio to identify any gaps or opportunities.

ADVANCED PLANNING

AP = Wealth Enhancement + Wealth Transfer + Wealth Protection + Charitable Giving

We will conduct a comprehensive evaluation of your advanced planning needs, and in collaboration with your professionals or with our select team of professionals, provide solutions for moving forward.

WEALTH ENHANCEMENT: tax mitigation and cash flow planning

WEALTH TRANSFER: effectively transferring wealth, inside or outside of family

WEALTH PROTECTION: risk mitigation, legal structures, and transferring risk to insurance companies

CHARITABLE GIVING: maximizing charitable impact

Our Team is Your Team

Life’s transitions can be overwhelming, but they
don’t have to be. Let us be your guide.

Frank Mokosak

CFP®, CAP®

is a Principal and Wealth Management Advisor. Frank began his career as a Wealth Management Advisor in 1995. Shortly thereafter, Frank recognized that he became more energized when he was helping clients discover what is truly most important to them. Helping clients through the Discovery Meeting and creating strategies to help them achieve their goals is Frank’s unique ability.

Frank Mokosak

CFP®, CAP®Partner and Wealth
Management Advisor

Ryan Page

CFP®

is a Wealth Management Advisor. Ryan develops customized plans around investment management, retirement planning, tax planning, college savings, and estate planning to push clients toward a life of abundance. Ryan is a graduate of Iowa State University, holding dual Bachelor’s Degrees in Finance and Management Information Systems with magna cum laude distinction. With a passion for endless learning and self-education, he is an active member of the Mid-Iowa Estate and Financial Planners Council and upholds the rigorous standards of the CFP Board as a CERTIFIED FINANCIAL PLANNER™ practitioner.

Ryan Page

CFP®, CFAPartner and Wealth
Management Advisor

Marty Kelly

CFP®

is a Wealth Management Advisor at Mokosak Advisory Group. Marty enjoys delivering a “Four Seasons” client experience and develops customized plans around investment management, retirement planning, tax planning, college savings and estate planning to move clients toward a life of abundance. With a never-ending drive to help those around him, he is an active member of the Financial Planners Association and upholds the rigorous standards of the CFP Board as a CERTIFIED FINANCIAL PLANNER™ practitioner. Marty is a sixth-generation Martin Joseph Kelly and loves college sports, golfing, and going for runs throughout the Des Moines area.

Marty Kelly

CFP®Wealth
Management Advisor

LIDDY CHERRY

has worked for Mokosak Advisory Group since 2004 and typically is the first person to greet you when you call or visit the office. Liddy specializes in client and administrative support for the entire office.

LIDDY CHERRY

Executive
Assistant

Jake Oberender

Jake Oberender

Associate Wealth
Management Advisor

Stacey Mokosak

Stacey Mokosak

Executive
Assistant

Caroline Evans

Caroline Evans

Associate Wealth
Management Advisor