Team Clinton Akerberg Personal CFO, Wealth Advisor (515)277-6462 [email protected] Clinton Akerberg is committed to simplicity. So committed in fact, that he founded Disciplined Equities Management on that very principle. Read more Nikki Reichardt Office Manager (515)277-6462 [email protected] Sales assistant and office manager extraordinaire, Nikki strives to make sure all Disciplined Equities clients are comfortable and well taken care of. Nikki came to Disciplined Equities after spending years working with investments Read more Jackie Bassman Branch Operations Manager (515) 277-6462 [email protected] As Branch Operations Manager, Jackie’s core competency becomes apparent in her love for organization. She ensures we have a process to support everything we do. If queried however, she’d say her true passion revolves around... Read more Brinkley "Sgt Sprinkles" Mascot Brinkley, an English Golden Retriever is our undisputed mascot. He has a gentle soul and is impeccably well mannered. Read more Chad Williamson Para Planner [email protected] The Wealth Consulting Group (WCG) Para Planner, Advisor Resource Center Bachelor of Arts, Economics CA Insurance License #0K77881 Chad Williamson graduated from San Diego State University in 2016 with a Degree in Economics. While in... Read more Raymond Bell Advanced Insurance Consultant With over 20 years of industry experience, Ray is a well-respected professional in advanced underwriting, large case design and negotiation. Before joining the Wealth Consulting Group, Ray was an internal wholesaler at Sun Life and... Read more Amber Kodad, MBA, CFP® Director, Advisor Resource Center/Financial Planning Director, Advisor Resource Center/Financial Planning Master’s in Business Administration (MBA) Bachelor of Science, Financial Services Series 7 and Series 63 Securities Registrations held through LPL Financial. Registered... Read more William “Bill” Helkie, MSIA, PHD Chief Economist Bill graduated from WestPoint in 1966. He served in the US Army from 1966-1970. Bill then attended Purdue University and obtained his MSIA (equivalent to MBA) and his PhD while at Purdue until 1974. From 1974-1984 he served in the CIA... Read more Have a Question? Name Email Question Thank you! Oops!