Meet the professionals behind the firm.
Our team has the know-how and the heart to help you.
We believe in putting your needs ahead of ours. As independent advisors, we can help you build a financial portfolio that reflects whatever level of risk you’re comfortable with when you’re investing.
Get to Know All of Us!
Daniel Brummel
Financial Advisor, CFP, RICP
Daniel started in the industry in 2004 after receiving his Bachelor of Science degree in Marketing from the University of Northern Iowa as well as a minor in economics. Daniel has continued his education with the American College and has earned the Certified Financial Planner (CFP) and Retirement Income Certified Professional (RICP) designations. Daniel's favorite part of the job is interacting with clients and problem solving. Daniel specializes in the creation and maintenance of retirement income plans as well as business succession planning.
Daniel is a native Iowan and longtime resident of central Iowa. Daniel is happily married to his lovely wife Nicole and they have two wonderful children Isabelle, and Benjamin. In his free time Daniel enjoys being terrible at golf, coaching and being involved with his children’s sports teams, and participating in community events.
Greg Osby
Financial Advisor, ChFC, CLU, LUTCF
Greg entered the financial services industry in 1987. Greg has continued his professional education through The American College of Financial Services in Bryn Mawr, Pennsylvania and has earned the following professional designations: Life Underwriting Training Council Fellow (LUTCF), Chartered Life Underwriter (CLU) and Chartered Financial Consultant (ChFC).
Greg specializes in helping clients design and implement effective financial game plans.
Greg is a native Iowan, He has lived in the Des Moines area most of his life. Married with two children and two step children. Greg and his wife Terri enjoy riding their Harley Davidson Heritage Classic, traveling around the country and the world - not always on the Harley :)
Greg and Terri are also very active in the West Des Moines Elks Lodge. They also enjoy their Jack Russell Terrier, Jax.
Layne Brown
Financial Advisor, ChFC, CLU, RICP, LUTCF
Layne earned his Bachelor of Science degree from Iowa State University in Agricultural Studies in 1995. He entered the financial services industry in 1996. Over the years Layne has continued his professional education through The American College of Financial Services in Bryn Mawr, Pennsylvania, and has earned the following professional designations: Life Underwriting Training Council Fellow (LUTCF), Retirement Income Certified Professional (RICP), Chartered Life Underwriter (CLU) and Chartered Financial Consultant (ChFC).
Layne specializes in helping families, individuals and small business owners implement and effectively manage "Financial Game Plans". These plans are designed to help clients identify and achieve personalized goals such as Retirement, College Education, Business Succession, Debt Elimination, Manage Risk, and many other financial goals. In other words, help our clients WIN the financial game of life!
Layne was born and raised on a family farm near Hampton, Iowa. He's married to Cher Brown and is the proud father of 3 (son Hunter and twin daughters Lauren & Taylor). He enjoys spending time with family and friends, hunting upland game (with his Gordon Setter dog, Nessa), golfing, and cheering on the Iowa State Cyclones. GO CYCLONES!
Janelle Rees
Investment Services Specialist
Janelle is a native Iowan from Indianola. She earned her Associates Degree from AIB. She entered the insurance and financial services industry in 2008 after a long career in banking and has earned a certificate in Paraplanner Development from The American College of Financial Services in Bryn Mawr, PA.
Janelle specializes in setting up new accounts for financial planning and investment products, life insurance and disability insurance.
In her spare time, she enjoys spending time with her family and friends and rooting on the Iowa Hawkeyes!
Lisa Ivanovich
Insurance Services Specialist
Lisa specializes in home, auto, commercial, farm and health insurance.
Pleasant Hill:
5075 E University Ave., Suite E,
Pleasant Hill, IA 50327
Urbandale, IA, 50322
Copper Creek Financial, Daniel Brummel, Layne Brown & Greg Osby are licensed to sell insurance products in the following states: Iowa, Illinois, Missouri, Texas, & Oklahoma.
All products, coverages, and options are not available in all states, and eligibility requirements will apply. Products and services referenced in this Web site are provided through multiple companies. Each company has financial responsibility only for its own products and services and is not responsible for the products and services provided by the other companies.
There are risks involved with investing which may include market fluctuation and possible loss of principal value. Particular investments may not be suitable for certain situations. Carefully consider the risks and possible consequences involved prior to making an investment decision.
These brief descriptions of coverages available are for illustration purposes only and are not intended as a statement of contract. For actual terms and conditions of coverage provided, refer to your insurance policy.
Registered representative of and securities offered through Securities Management and Research, Inc. (SM&R) Member FINRA/SIPC. Investment advisory services offered through BFC Planning, Inc. Copper Creek Financial, SM&R, and BFC Planning, Inc. are independent entities. 19615 - 2020/1/7
Our firm does not provide legal or tax advice. Be sure to consult with your own legal and tax advisors before taking any action that may have tax implications.
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