At DSM Financial, we make it our mission to inform and enlighten our clients and friends when it comes to their overall financial plan and to inspire breakthroughs that create lifelong wealth they and their families cannot outlive.
Our company is based on one principle: the client comes first. Further, being informed and understanding your current financial situation is vital to successfully make prudent decisions concerning your future financial condition.
Our customized and extensive approach is designed to help grow, protect, and conserve your wealth by delivering an unprecedented level of personalized service and expertise in a highly confidential atmosphere.
Founded in 2004, DSM Financial was established with the goal of being like no other firm in the community. By maintaining our independence, we are able to put your needs first and deliver unbiased strategies. We strive to provide you with a customized financial plan fit for any circumstance.
Meet Michael Moller - Principal
With 34 years of experience in the financial and insurance industry, Michael Moller is committed to understanding his clients’ financial goals, designing plans with strategies that fit those particular goals and advising to the best of his ability when it comes to recommendations.
What makes his practice unique is its macro versus micro financial planning philosophy—they look at the big picture when it comes to overall planning, to ensure all products are working together to best reach your goals.
With Michael, it’s about relationships. His business thrives because of his close relationships. He’s not just their financial advisor, but he’s their long-time friend. He not only builds lifelong relationships, but he finds true satisfaction making a difference in people’s lives. He’s loyal, honest and works hard with integrity to always do what’s best for his clients because he finds immense joy helping others.
Michael prides himself on giving clients the one-on-one attention they deserve. The service is highly personalized and he spends time getting to know each and every client. A testament to DSM Financial’s reputation? They currently serve three generations of one family.
To best serve his clients, Michael was a double business major at the University of Iowa and holds his Series 6,63 and 65 securities licenses. He is also licensed in life, health and long-term care insurance.
Outside of work, you can find Michael hiking and biking in the great outdoors. He also enjoys spending time with his two Bernese Mountain dogs and good friends, sipping good wine and staying true to his faith.
Meet Connie Cook
16 years of experience.
Licensed in life, health, disability and long-term care insurance.
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Advisory Services offered through Change Path LLC an Investment Advisor. DSM Financial and Change Path LLC are not affiliated. 17283 - 2018/1/17 Licensed Insurance Professional. Respond and learn how insurance and annuities can positively impact your retirement. This material has been provided by a licensed insurance professional for informational and educational purposes only and is not endorsed or affiliated with the Social Security Administration or any government agency.