Get to know our dedicated team

Every great captain needs a skilled crew they can trust. By working with us, your financial worries will be replaced with a plan that not only addresses your immediate concerns but also charts a clear path toward financial freedom. Don't let uncertainties and conflicting advice keep you adrift. Set sail with a financial advisor who has experienced the same unpredictable waves and uncharted waters and can guide you toward a calm sea and a clear, endless horizon.

If you need to schedule an appointment, request service, or have a question about a policy or account, please don't hesitate to contact us.

Photo of Financial Representative Ben Edward Frazier

Ben Edward Frazier

Financial Representative

As an 11-year Army veteran, my team enjoys working with, service members, veterans and Department of Defense contractors to help them obtain financial security and focus on enjoying life. We also enjoy helping closely held business owners navigate the often-turbulent waters of business planning and risk mitigation.

Photo of Financial Representative Assistant Kamryn M Smith

Kamryn M Smith

Financial Representative Assistant

After graduating from the University of Iowa in May 2020, she worked in the non-profit industry for almost four years and has been a client of Northwestern Mutual for several years before joining Ben's team in early 2024. When she's not working, you can find her reading a book in her ever-growing home library, volunteering with a local organization, or taking care of her six spoiled cats. Kamryn is now facilitating new client administration and current client account management. 

Lending a hand in our community

Ben Frazier and his team are dedicated to serving the local youth of Cedar Rapids and surrounding areas. Ben has served as a Big Brother and board member for Big Brother Big Sisters of Cedar Rapids & East Central Iowa for several years, while Kamryn spends a lot of her free time volunteering at the Cedar Rapids Public Library and with Girls on the Run of Eastern Iowa. The team also regularly volunteers at Alex's Lemonade stand events to raise funds to fight childhood cancer.

We stand by giving either our time, talent, or treasure to worthwhile causes. Here are some of the organizations we volunteer with:

Here are my areas of expertise

Financial Planning

Insurance Protection Strategies

Life Insurance Strategies

Retirement Planning & Income Strategies

Education Planning & Funding

Disability Planning

Multigenerational Planning

Estate Planning