Feel Confident with a Plan In Place

Brandon is originally from Boone, IA. He graduated with honors from the University of Northern Iowa, earning a degree in finance and economics with a certificate in entrepreneurship. After graduation Brandon spent several years working with university students, training them on principles for success in life through a summer internship program. Passionate about educating others and possessing a background in finance, comprehensive financial planning is the perfect opportunity for Brandon to make a difference in the lives of others.

Brandon has received his Series 7, Series 66, and Nebraska Insurance, Annuity, Long-Term Care, and Disability Licenses and is an independent, registered representative with Raymond James Financial Services, Inc., Member FINRA/SIPC

Susan Harris came to Southwestern Investment Group after managing her family farm for 25 years. She enjoys the flexibility that Southwestern offers, especially when her kids were at home.

Susan has worked with Duane since 1999. She knows our clients well and considers it a privilege to work with them. She loves helping people and enjoys the variety of tasks each day brings. She ensures our clients have a positive experience each time. Susan appreciates working for a Christian firm with strong values.

In her spare time, she loves spending time with her husband and family, including her seven grandkids. She also devotes time to volunteering at church, gardening, and reading.

Kendra was born and raised in Southwest Iowa. After graduating with a degree in nursing, she spent over 20 years working in various aspects of healthcare. Now, Kendra serves as an administrative assistant in the Clarinda office.

After years in healthcare, Kendra felt it was time for a change; however, she wanted a position that would continue to allow her to help others. This was achieved with the Southwestern Investment Group position and their mission of helping people. She enjoys meeting new clients and learning new things every day.

In her free time, Kendra enjoys spending time with her husband and three children on their acreage. They love camping, riding horses, and church activities.

Before joining Southwestern Investment Group, Carlleen Sturdivant previously worked in the travel industry as an HR talent coordinator for two years. Prior to that, she worked in the human services field for 10 years, assisting individuals with preparing and gaining employment.

In her current role serving the Eric Shapiro Wealth Team and the Brand Kew Wealth Team—both based in Omaha, Nebraska—Carlleen assists the financial advisors and provides clients with quality service. She routinely contacts internal and external customers to obtain, clarify, or provide facts and information. Carlleen also schedules and coordinates meetings, events, and appointments for advisors.

While looking for a financial advisor that aligned with their values, Carlleen and her husband were drawn to Eric Shapiro’s heart of a teacher and quickly became clients. Later, while looking for a new employment opportunity, Carlleen learned about the Client Services Associate position and jumped at the chance to be a part of the Southwestern Investment Group team.

When it comes to what Carlleen loves most about working at Southwestern Investment Group, it’s the support she receives from everyone in the company. Carlleen truly enjoys her amazing team, and she comes to work with a smile on her face, knowing that the work her team completes every day positively impacts the lives of others.

Outside of work, Carlleen enjoys dancing in Zumba class and hanging out with her husband and their two adult children and their families. Carlleen loves being a grandma, and she has a passion for helping family and friends find work and life balance.