Trusted advice, abundant life®

Frank Mokosak

CFP®, CAP®

is a Partner and Wealth Management Advisor. Frank began his career as a Wealth Management Advisor in 1995. Shortly thereafter, Frank recognized that he became more energized when he was helping clients discover what is truly most important to them. Helping clients through the Discovery Meeting and creating strategies to help them achieve their goals is Frank’s unique ability. When he’s not working, you can find Frank spending quality time with his wife and family, which includes seven grandchildren, cycling on Raccoon River bike trails throughout Central Iowa, or golfing near their second home in Palm Desert.

Ryan Page

CFP®, CFA

is a Partner and Wealth Management Advisor. Ryan enjoys helping clients achieve a life of abundance. Ryan is a graduate of Iowa State University, holding dual Bachelor’s degrees in Finance and Management Information Systems with magna cum laude distinction. With a passion for endless learning, he is an active member of the Mid-Iowa Estate and Financial Planners and upholds the rigorous standards of the CFP Board as a CERTIFIED FINANCIAL PLANNER™ practitioner. Ryan also guides the firm’s investment policy as a CHARTERED FINANCIAL ANALYST®.

Marty Kelly

CFP®

is a Wealth Management Advisor at Mokosak Advisory Group. Marty enjoys delivering a “Four Seasons” client experience and develops customized plans around investment management, retirement planning, tax planning, college savings and estate planning to move clients toward a life of abundance. With a never-ending drive to help those around him, he is an active member of the Financial Planners Association and upholds the rigorous standards of the CFP Board as a CERTIFIED FINANCIAL PLANNER™ practitioner. Marty is a sixth-generation Martin Joseph Kelly and loves college sports, golfing, and going for runs throughout the Des Moines area.

Liddy Cherry

has worked for Mokosak Advisory Group since 2004 and typically is the first person to greet you when you call or visit the office. Liddy specializes in client and administrative support for the entire office. She’s been married for over 38 years, with two children and three grandchildren. Liddy is an avid thrifter and bargain hunter, and sells hand-knitted and vintage items on her Etsy shop.

Jake Oberender

is an associate wealth management advisor with Mokosak Advisory Group and enjoys helping clients reach their goals. While attending Iowa State University Jake went to school full time and worked forty-to-sixty-hour weeks to pay for school. In his adolescence Jake saw what an amazing tool wealth can be. His great grandfather started a successful business and extended his arms of wealth to friends, family, churches, and universities. At home his parents taught him to work hard, make every dollar count, and to appreciate the smallest things in life. Most importantly he was taught to put others first and to help as many people as you can.

Stacey Mokosak

is an Executive Assistant at Mokosak Advisory Group. She enjoys getting to know clients on a personal level. She has two children that keep her busy with dance and sports activities. In her free time, she likes to workout, golf, play tennis and shop.

Caroline Evans

enjoys helping clients achieve their goals and achieve financial independence. She believes this can be accomplished through a holistic approach to financial planning. She is a graduate of Drake University with a degree in Finance. Outside of work, Caroline enjoys running on the various trails in Des Moines, doing yoga at Power Life, and reading a good book.