Michael K. Tracy, CIS
ONEWEALTH allows clients to participate in the financial services industry without being dependent on or subject to the large banking or Wall Street firms that have come to dominate the industry. Mike is a graduate of the Dorsey Wright Institute and has been recognized many times for his work in the financial services industry.
Mike is the founder of ONEWEALTH with 28 years of experience in the financial industry. After graduating from Northwest Missouri State University with a Bachelor of Science degree in finance in 1986, Mike obtained his Series 7 registration and began his career path as a Financial Consultant with AG Edwards. From 1992 until 1999, Mike was a Senior Vice President and member of the Board of Directors at Brenton Banks Investment Firm. In 1999, Mike joined RBC Wealth Management as a First Vice President - Financial Consultant. In 2014, he launched his own firm, ONEWEALTH, and in 2017, joined Cambridge Investment Research, Inc.
Jason Kleemeier, CFP®
Office Location: 224 E Hwy 92, Suite B
Winterset, IA 50273
Jason has over 18 years of experience as a financial consultant. As a 1996 graduate of Iowa State University, with a Bachelor of Business Administration
degree, Jason began his career with Edward Jones by opening an office in Des Moines in 1999. After he and his family moved to Winterset in 2002, he founded his own business, Kleemeier Financial Group in 2009. In April of 2017, Jason partnered with ONEWEALTH and maintains his office location in Winterset.
Jason makes it his priority to know and understand the investment and insurance industries to better educate and serve his clients, providing a personal approach in helping them make intelligent decisions about their finances. He is committed to assisting his clients as they plan for the future while enjoying the present.
Jason and his wife Jess have four children- Jalen, Casey, Caden, and Jaya. In his spare time, he likes to attend his kid’s athletic events, exercise, and attend Iowa State football and basketball games.
Certified Financial Planner Board of Standards Inc. owns the certification of marks CFP®, Certified Financial Planner™and CFP® in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
Lori is a graduate of Buena Vista University with a Bachelor of Arts degree in Finance with an emphasis in Marketing. She began her career in the Insurance &
Financial services industry in 1995. Lori received her Series 7 in 2002 and her Series 66 in 2005. This career path has progressed as she has managed
successful investment centers within both a credit union program and bank locations between 2002-2017.
In 2017, Lori partnered with ONEWEALTH, through Cambridge Investment Research, Inc., and remains an independent advisor in the West Des Moines office.
Lori takes the time to thoroughly listen and understand her clients’ needs. She takes great pride in assisting clients with their financial decisions. Lori specializes in helping clients through life-changing financial steps (marriage, divorce, death) and giving them the guidance to help make sound financial decisions.
Lori and her husband, Larry, have two children – Savannah & Jamie. In her free time, she enjoys camping, fishing, boating and attending her kids' athletic events.