My Team

 

Mark Wiskus, CLU®, CLTC, LUTCF

 Senior Adviser and President

Mark CLU®, CLTC, is the Senior Adviser and President of Wiskus Group. Mark is a licensed agent with New York Life along with multiple other companies. He specializes in estate and retirement income planning for farmers, business owners and indviduals.  He also is affiliated as a Financial Adviser with Eagle Strategies LLC. In addition Mark is a Member Agent of the elite Nautilus Group, a service of New York Life Insurance Company.  The Nautilus Group is limited in membership to approximately 200 of the top New York Life Agents from over 11,000 nationwide.  The Nautilus Group staff has considerable experience in the principals of law, accounting, insurance, marketing and system support.

Mark is active in volunteer and charitable endeavors. Mark is also on the board of the Christian Opportunity Center, which is a home and work facility for disabled adults. He is a board member of the Pella Opera House and past president of the Des Moines Down Syndrome Group. He is also on the board for the Garden Chapel Funeral Home in Pella. Mark is also a member of the Mid-Iowa Estate Planners. Mark and his family live in Pella, Iowa, a community of 10,000 people.

                                                     

Kathy Gerdes, LSA 

Senior Case Manager and COO

Kathy is a Licensed Service Assistant to Mark and has been with Wiskus Group since 2005.  She earned a Business degree from the University of Iowa in 1986.  Kathy is licensed in life and health insurance and has over 25 years experience.  She is from North Central Iowa and has been in Pella since 2005.  She works on each case with Mark from start to finish to insure each individual case gets the quality service it deserves. Kathy is also the office manager and Wealth Management Solution coordinator.

                                                    

 

Matthew R. Lyon, MBA, LUTCF

Investment Adviser

Matt is an Investment Adviser through Eagle Strategies LLC.  Matt is a licensed agent with New York Life along with multiple other companies. He also is a Registered Representative with NYLIFE Securities LLC, Member FINRA/SIPC, a licensed insurance agency. He grew up in Central Iowa and has clients throughout the United States.  He earned a Bachelor of Arts degree from Wartburg College in Waverly, Iowa in 1999 and earned his Masters in Finance at Iowa State University, and CIMBA (Italy) in 2002.  Matt holds the FINRA Series 6, 63 and 65 Securities licenses as well as life, health and variable contracts. Specializing in investments Matt makes a great team with Mark.

 

 

 Janet Rouwenhorst

Administrative Assistant

Janet has been part of the Wiskus Group team since June 2008.  She is in charge of all annual review correspondence, administrative work and financial records.

 

 

 

Andrea Barbara

Marketing Manager

Andrea has been with Wiskus Group since June 2010. Her duties include administrative work, web design as well as marketing and development.

 

 

 

¹Neither The Wiskus Group, its employess nor NYLIFE Securities LLC or its subsidiaries and affiliates render tax, legal or accounting advice.  Please consult your professional advisers regarding your particular situation.