Spectrum Financial Bill
Spectrum Financial Joe Longnecker
Spectrum Financial Rachel
Spectrum Financial Barb

BILL ELSON

Professional:
-Certified Financial PlannerTM

-23 years as an independent advisor

-Series 7, 24 and 66 licensed

-Investment Adviser Representative

-Life/Health Insurance License

Education:
-Iowa State University - Bachelor of Science

-College for Financial Planning

-Member of Financial Planning Association

Personal:
-Married with two daughters

-Hobbies include: outdoor activities, crossword puzzles, traveling and reading

JOE LONGNECKER

Professional:
-Financial Advisor with Spectrum since 2002

-Series 7, 66 licensed

-Investment Adviser Representative

-Life/Health Insurance Representative

Education:
-Indiana University-Purdue University Indianapolis

-Kelley School of Business

Personal:
-Married and expecting first child

-Believes in working hand in hand with clients to achieve their financial and life goals

-Hobbies include: Traveling, hunting, fishing, spending time with wife and dogs

RACHEL WOOD

Professional:
-Worked in the financial planning industry since 2002

-Joined Spectrum in 2005

 -Series 7, 66 licensed

-Investment Adviser Representative

-Life/Health Insurance License

Education:
-Graduated from AIB College of Business in 2001

Personal:
-Married with one son

-Hobbies include: camping, going on walks and reading

JASON SHAW

Professional:
-Financial Advisor with Spectrum since 2010

-Certified Public Accountant (license inactive)

-Four years public accounting experience with Ernst & Young

-Series 7, 66 licensed

-Investment Adviser Representative

-Life/Health Insurance License

Education:
-Iowa State University - Bachelor of Science in Accounting and Finance with minor in Economics

-Member American Institute of CPAs and Iowa Society of CPAs

Personal:
-Married with two sons

-Hobbies include: travel, camping, photography, sports and reading

BARBARA RUEGSEGGER

Professional:
-Joined Spectrum in 1999

-Responsible for client management and back office operations

Personal:
-Married with one daughter

-Hobbies include: card making, enjoying coffee and gardening

MEET OUR STAFF

Click on a picture to the left to learn more about one of our staff members.