Kevin McLaughlin was born and raised in Des Moines. He attended Regis University in Denver and Loyola University of Chicago's Rome Center in Italy. He graduated with degrees in history and philosophy and has had 40 years of investment experience. Kevin is married and he and his wife, BJ, have three boys.
Traci Rabusic was born and raised in Topeka, Kansas. She graduated from Washburn University and served as an insurance company Compliance Analyst and as a Compliance Examiner for the Kansas Securities Commissioner’s office before relocating to the Des Moines area in 2009. She and her husband have 3 children.
Kathy has been involved in the insurance and securities business since 1992 and passed the state insurance exam in 1997. She then went on the following year to become licensed through the Financial Industry Regulatory Authority (FINRA) to sell stock, bonds and mutual funds. After a few years to master these skills, she forged further to pass the state Investment Adviser Representative exam in 2002. She has also attained several additional qualifying exams to supervise other registered representatives and brokerage staff.
Originally, she managed the front office of an independent insurance agency in West Des Moines. In this position using financial planning software, Kathy assisted with the preparation of financial and insurance analyses for many agency clients. In 2001, the agency was acquired by Broker Dealer Financial Services when the owner retired. Kathy was hired by the new firm to continue servicing the agents and clients of the agency as a subsidiary. Kathy was soon promoted to VP of the insurance department, assisting agents with their client’s insurance needs and continuing the estate and retirement planning.
Before her semi-retirement in November of 2015 Kathy’s position was Team Leader of the operations department for both the broker dealer and insurance agency; where her primary responsibility was the supervision of, and review of, products sold by all registered representatives to ensure they were suitable to meet client needs.
Kathy lives on a small acreage outside of Adel with her husband Ron. She loves country-living and had horses for a long time and managing a show drill team. Recently she retired the horses also to spend more time with her 6 grandchildren here in the area and allowing her to take care of her parent’s affairs in southern Missouri to help them transition also from country life to a care facility and assisted living.
We welcome Kathy’s depth and experience to our team. If you are interested in discussing the possible need of a financial plan or using insurance for long-term care or to augment your securities portfolio, please feel free to call her, 515-419-9181.
Please be certain to call us with any questions you may have: 515-218-9024
Office: 515.218.9024 Cell: 515.778.0047
317 6th Ave., Suite 700
Des Moines, Iowa 50309
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