Experience Makes all the difference

Steven D. Duesenberg, CFP®

First Vice President - Wealth Management
Financial Advisor
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515-237-3718

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Steve began his financial career with Merrill Lynch in 1981. In 1987, he moved to Painewebber, and remained with the firm until it merged with UBS in 2000. Steve graduated from Iowa State University in 1979, with a degree in Business Administration. He also earned his Certified Financial Planning degree (CFP®) in 1990.


Registered States:
AL, AR, AZ, CA, CO, DC, FL, GA, IA, ID, IL, IN, KS, KY, MI, MN, MO, NC, NE, NH, NM, NV, NY, OH, OR, PA, SC, TX, UT, VA, WA, WI


Jordan R. Duesenberg

515-247-2322

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Jordan graduated with a bachelor's degree from the University of Iowa in 2012. After graduating, he began working at Wells Fargo Home Mortgage. He started his financial career at UBS in 2014, where he previously worked as a Wealth Strategy Associate.


Registered States:
AL, AR, AZ, CA, CO, FL, GA, IA, ID, IL, IN, KS, KY, MI, MO, NC, NE, NH, NM, NV, NY, OH, PA, TX, VA, WA, WI


Emily French

Senior Client Service Associate
515-247-2386

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Emily is a Senior Registered Client Service Associate at UBS. She started her financial services career in 2001, where she worked at Robert W. Baird and A.G. Edwards prior to joining UBS Financial Services, Inc. in February 2008. Emily earned a bachelor's degree from Iowa State University in 1998 and obtained her Series 7 & 66 licenses in 2005. Always wearing a smile, Emily is all about providing excellent service.


Registered States:
AZ, CA, FL, IA, IL