Plan2Thrive Team
Plan2Thrive Financial Services, LLC 'is a Registered Investment Advisor in the State of Iowa, offering financial planning.
Jeff Newburn
Financial Adviser - Partner
563-323-5920
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.
Patrick Reid
Financial Adviser - Partner
563-323-5920
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.
Amby Canty
Paraplanner
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.