Who We Are
The LifeGroup
For over 16 years, we have been providing in-depth, easy-to-understand financial planning and investment counsel for individuals, families, and small business in the Midwest.
Through caring, low-pressure collaboration, we seek to establish a financial plan that fits each unique life and circumstance.
We want you to be able to make the most of your life.
What We Value
List of Services
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Personal Touch We’re passionate about taking time to get to know our clients. Your values and priorities determine the direction of the life you want to live, so it’s important to us that we know and understand you on a personal level.
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Transparency + Integrity We put our clients first. In fact, if it makes sense to keep in place what you currently have, we recommend you do! Meeting your goals is truly our first priority.
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Professionalism Professionalism for us is about the level of expertise and analysis we commit to each case. We are diligent to spend ample time on your unique case to find the best fit and strategy for your particular needs and life circumstances.
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Collaboration + Partnership We are unique in that we embrace partnership with other professionals in order to serve our clients best. We collaborate with many other professionals—attorneys, CPAs, investment advisors, insurance professionals—so that we are able to have a well-crafted, comprehensive plan to help you live a full life.
OurTeam
We are a dedicated team of experienced financial planners based in Dubuque, Iowa with offices in West Des Moines, Iowa City, and Guttenberg. We also have planners based in Mississippi, Minnesota and Wisconsin. As experts in our field, we thrive on making the complex financial world easy to understand. We love people, and we're committed to helping individuals, families, and small businesses achieve their financial goals.
Keith Leverentz
President, National Social Security Advisor
Husband, father of four, and founder of The Life Group, Keith is passionate about providing innovative and thorough financial planning. Keith believes all individuals, families, and businesses need quality financial advice regardless of their net worth or income.
Keith and his family love serving at church, watching football together, and camping.
Justin Smith
Financial Consultant
Justin's passion is to serve clients by educating them on the topics that are most relevant to their needs. Justin genuinely cares for people and their families and enjoys the personal contact with clients, working hard to understand their goals. He is able to take financial concepts and break them down in a way that empowers individuals and families to make the most educated decisions possible.
Justin enjoys spending time with his wife and three children, playing sports, and serves as the treasurer at his local church.
Phil Leverentz
Vice President
Phil has used his 40 plus years of service in public schools and directing departments at the college level to help lead and direct The Life Group for the last 15 years.
Phil and his wife Betty have three grown children and 12 grandchildren. In addition to working with The Life Group, Phil is a part time pastor at his church.
Michael Jennings
Business Manager
Michael uses organization and attention to detail to manage The Life Group office. Michael and his wife have five children. He enjoys all sports, especially soccer.
Erica Chavez
Financial Consultant
Erica has a love of people and a love of education. These two combined qualities are what motivates her to serve and educate her clients. She understands that grasping financial concepts can be challenging but she seeks to come alongside individuals to empower them with the knowledge they need to make informed financial decisions.
Erica enjoys spending time with her husband of 24 years and her three daughters. She also loves outdoor activities such as biking, hiking, and camping.
Dwayne Nabors
Financial Consultant
Dwayne appreciates the opportunity to help families protect their hard-earned money. His passion is giving his clients real peace of mind about their financial future.
Dwayne and his wife have three boys. His family enjoys camping and other outdoor activities. Dwayne also teaches at his local church and enjoys helping others.
Bob Mock
Financial Consultant
Married and blessed with 5 children, Bob is a native Minnesotan, residing in the Twin Cities area. During his 22 years of business ownership, prior to coming to The Life Group, Bob acquired a strong appreciation for the benefits of good planning, dedication and follow through. He strives to always bring this experience to the service and benefit of his clients.
In his free time, he loves spending time with family, being involved in the youth ministry, playing ultimate frisbee and watching pretty much any sports competition!
Jennie Dove-Deerr
Chief Marketing Officer
Jennie is passionate about how The Life Group educates people so they can make the best-informed decisions about their finances. By showing people the whole picture of their finances and strategically positioning their assets, they can often save money on their taxes. She loves that clients receive a comprehensive plan based on their goals without any cost, pressure, or obligation.
Jennie enjoys spending time with her husband and their five children and two rescue dogs. She loves watching NFL football, attending musicals, advocating for adoption, spending time outdoors, kayaking, and camping.
Mike Eells
Financial Consultant
Mike is passonate about helping others through The Life Group.
Paul Thompson
Financial Consultant
Paul's mission is to help others live the life that God has called them to live. He loves to come alongside individuals and bring out the best in them by helping them identify themselves in Christ and encouraging them to grow in their faith.
As an active missionary, Paul believes he has an insight to help people make choices with their money to allow them to serve God. Paul feels we often we give up what we feel called to do because of money. If managing money properly allows someone more time to fulfill their real purpose in life, he has accomplished his mission.
