OUR TEAM

Jason Luders

Founder / Director
Grew up in Cedar Falls and now resides here with his wife Ellen (1st-grade teacher at St Patrick’s Catholic School) and 3 children. Started in financial services in 2008 and has been growing and expanding since. Enjoys camping with friends and family, playing coed softball in the summer, and coaching his kids in various sports.

Robert Shaw

Executive Director
Robert Shaw has been a financial professional since 1994. He received a Bachelor of Arts Degree from the University of Arizona and a Master of Science Degree from Eastern Illinois University. He previously worked in college athletics, serving as Co-Athletic Director at Morningside College and Assistant Director of the UNI-Dome in Cedar Falls.

Stefanie Carter

Office Administrator
Stefanie is from Des Moines but resides in Cedar Falls with her husband, Will, and 3 sons Taten, Thatcher, and Cal. Stefanie received her Bachelor’s degree from the University of Northern Iowa and previously worked as a Special Education teacher. She enjoys spending time outdoors with her family, volunteering at her children’s school, and reading books in her free time.

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