Our Team
How We Work
Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.
Lukas Gotto
Senior VP - OSJ Manager
Lukas Gotto is a dedicated financial advisor committed to helping individuals, families, and businesses achieve their financial goals while making a positive impact in the community. Lukas has been an active community member in...
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Kevin Gotto
OSJ Manager/Investment Advisor Representative
A graduate of Iowa State University, Kevin began his career in public accounting before joining Independent Brokerage Network, Inc (IBN) in 1986 as the Controller. He earned his Certified Public Accountant (CPA) designation and a...
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