Cameron D. McCarty
President
Cameron is a third generation financial professional and lifelong Iowa resident. He implements the highest level of integrity, work ethic, and professionalism to help retirees succeed… Learn More
Collaborating as a team by managing your plan together.
Meet your Retirement Planning Architects
Vivid Tax
Executive Team
George Villa
Retirement Specialist
The oldest of 10 children, George was born in Peoria, Illinois; raised in South Dakota. George attended, taught and coached at Mount Marty College in Yankton, SD… Learn More
Steve Burgett
Health Plan Specialist
Steve is a retired educator after 31 years as a teacher, principal and supervisor in Urbandale, Des Moines, and Simpson College. He also has over 14 years of experience in the insurance… Learn More
BROKERS INTERNATIONAL
Wealth Management Team
Andy Osby, VP
Advisory & Investments
Andy is responsible for investment design and implementation of the Brokers International Retirement Ally portfolio strategies consisting of fixed-income, domestic equity… Learn More
Thomas Breitbach
Sr. Financial Analyst
Tommy supports the day-to-day management of the Retirement Ally portfolios and works with advisors to design and implement portfolio solutions for clients. Tommy believes… Learn More
PEARSON BOLLMAN
Law
VIVID TAX
Center
Matthew Bollman
Attorney
Matt grew up in northeast Iowa, and graduated from the University of Northern Iowa with a degree in Economics in 1995. He then attended the University of Denver, College of Law… Learn More
Courtney Tabish
CPA
Courtney earned her B.S. in Accounting from Loyola Marymount University and is a licensed Certified Public Accountant. Prior to moving to West Des Moines, Courtney was a… Learn More
BROKERS INTERNATIONAL
Wealth Management Team
Andy Osby, VP
Advisory & Investments
Andy is responsible for investment design and implementation of the Brokers International Retirement Ally portfolio strategies consisting of fixed-income, domestic equity… Learn More
Thomas Breitbach
Sr. Financial Analyst
Tommy supports the day-to-day management of the Retirement Ally portfolios and works with advisors to design and implement portfolio solutions for clients. Tommy believes… Learn More
PEARSON BOLLMAN
Law
Matthew Bollman
Attorney
Matt grew up in northeast Iowa, and graduated from the University of Northern Iowa with a degree in Economics in 1995. He then attended the University of Denver, College of Law… Learn More
VIVID TAX
Center
Courtney Tabish
CPA
Courtney earned her B.S. in Accounting from Loyola Marymount University and is a licensed Certified Public Accountant. Prior to moving to West Des Moines, Courtney was a… Learn More
Vivid Tax
Client Relations Team
Kara McCarty
Managing Director
Kara grew up in eastern Iowa and attended the University of Iowa where she earned her B.A. in Journalism and Mass Communication and Spanish. After moving to West Des Moines, Kara… Learn More
Caitlyn Hestness
Client Services Coordinator
Caitlyn is the Client Services Coordinator for our West Des Moines office. She has been with the company since May 2018 after attending school at Iowa State… Learn More