Broker Check

Plan2Thrive Team

Plan2Thrive Financial Services, LLC 'is a Registered Investment Advisor in the State of Iowa, offering financial planning.

Jeff Newburn

Financial Adviser - Partner

563-323-5790

563-323-5920

jeff@plan2thrivefs.com

Jeff grew up on a farm in Northern Iowa, obtained a BS degree from Iowa State, and worked as a manager at MidAmerican Energy and predecessor companies before starting his financial services practice in 2000. 

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Patrick Reid

Financial Adviser - Partner

563-323-5790

563-323-5920

patrick@plan2thrivefs.com

Patrick’s priorities are his faith, family and his financial services practice. He has found that they are all intertwined and at the end of the day having balance brings the most fulfillment to his life. 

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Debbie Madsen

Operations Associate

563-323-5790

debbie.madsen@lpl.com

Debbie Madsen, our Davenport office's Operation Assistant since 2012, has a bubbly personality and keen focus on details and procedures that compliments the office.

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Amby Canty

Paraplanner

563-323-5790

amby.canty@lpl.com

Amby Canty has been a client of Plan2Thrive since 2008. In 2014, Amby retired from a 31-year career as an IT professional. With Amby’s experience in IT, he is called upon for assistance when technical issues arise.

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