Collaborating as a team by managing your plan together.

Meet your Retirement Planning Architects

Vivid Tax

Executive Team

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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

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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

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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

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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

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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

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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

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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-Headshot

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-Brietbach-Headshot

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-Headshot

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

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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

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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

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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