Your Passion Deserves Your Full Focus. We Can Help.

Support you can trust for your business and personal finances.

Our First Security Investment Services Team is committed to the success of all our business customers, including our farmers. Dave and Bobbi are here to help so that you can focus on your operation and all that you're passionate about.

They can assist with:
• Retirement planning
• Creating separation between your business and personal finances
• Business succession planning
• Personal and business insurance (Life, Long-Term Care and Disability)
• Investing capital to help grow your business

They would love to review the financial topics that concern you.

Contact them today

David Jarvill, CFP®
David Jarvill, CFP® Osaic Investment Advisor Representative 641-257-1212 Email David

About David

Dave Jarvill has been working in financial services for over 30 years. He is a CERTIFIED FINANCIAL PLANNER™ professional. The CFP® certification is a standard of excellence meaning Dave has met extensive training and experience requirements, and that he is committed to putting his clients’ interests first. Dave is also a graduate of the College for Financial Planning, the Trust Investment School of the Canon Financial Institute, the Graduate School of Banking at the University of Wisconsin in Madison, Wisconsin, and the University of Iowa. Dave has also been awarded the Accredited Investment Fiduciary® Certification. The AIF® Designation training is designed to help certified individuals mitigate the liability of investment mismanagement through instruction covering pertinent legislation and best practices. AIF® designees have the ability to implement a prudent process into their own investment practices as well as being able to assist others in implementing proper policies and procedures.

Bobbi Spainhower, LUTCF®
Bobbi Spainhower, LUTCF® Osaic Investment Advisor Representative 641-257-1225 Email Bobbi

About Bobbi

Bobbi joined First Security in 2013 and has over a decade of financial experience, most of that being in the Wealth Management department. She attended Utah State University and is a graduate of the College for Financial Planning where she received the Life Underwriter Training Council FellowSM (LUTCF®) designation. Advisors with this credential are experts in understanding life, disability, and long-term care insurance for clients from all walks of life – whether they’re individuals with a young family, a business owner, or someone interested in passing on an estate to the next generation. Bobbi has her FINRA Series 7 and FINRA Series 66 licenses and is also a member of the National Association of Insurance and Financial Advisors.

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