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At our firm, we have the client—and only the client—in mind.

Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.

At our firm, we have the client—and only the client—in mind.

Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.

No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.

Rausch Financial Services Team

Todd Rausch, CFP®

(319) 228-8406

(319) 228-8235

todd@rauschfinancial.com

Todd joined Rausch Financial Services in 2009 and became the sole owner at the retirement of Al and Mary Rausch in 2012. Prior to joining Rausch Financial Services, Todd graduated from Central College with a bachelor's degree in...

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Alicia Rausch

Financial Representative

(319) 228-8406

(319) 228-8235

alicia@rauschfinancial.com

Alicia joined Rausch Financial Services in 2015. Alicia's primary responsibilities include coordinating financial planning efforts and overseeing business operations. Prior to joining Rausch Financial Services, Alicia worked for 11...

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Mackenzie DeVries

Administrative Assistant

(319) 228-8406

(319) 228-8235

mackenzie@rauschfinancial.com

Mackenzie has been with Rausch Financial Services since 2011. Mackenzie is the first point of contact for many of the Rausch Financial clients, both in person and on the phone. Her primary duties include scheduling appointments and...

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Investment Advisory Team

Jasen Dahm, CPA, CFA, Financial Analyst

Jasen is an Investment Advisor Representative of Cambridge Investment Research focusing on assisting with asset allocation and tax minimization strategies. He serves on our Investment Committee. He formerly served as a research analyst...
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Jared Sutton, CFA, CFP®

Jared is an Investment Advisor Representative of Cambridge Investment Research focused on estate planning, tax strategies and investment planning. Jared has extensive experience in data analytics and research, portfolio construction...
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Jim Wessles, CPA, CFA, PFS

Jim brings over a decade of active money management experience to provide daily insights on the markets to help investors find practical applications. As a former investment analyst, he covered several industries, including financial...

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Phyllis Vance, CFA

Phyllis is a Chief Financial Strategist. She focuses on investment analysis, as well as serving on our investment committee. Phyllis has over thirty years of investment experience which includes analyst and portfolio management for a...

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Client Centered

Client Centered

* Investment committee members who are making investment decisions are not affiliated with Rausch Financial Services, are Investment advisor representatives and registered representatives of Cambridge Investment Research and are not located in the Van Horne, IA office location.

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