Our Team
Ted J. Longnecker, AIF®, RICP® | Principal Securities Registered Representative | Financial Advisor
Ted entered the financial services industry in 1991. He is a Registered Representative and Financial Advisor with Principal Securities, Inc. He is also a Senior Financial Services Representative with the Principal National and Principal Life Insurance Companies. He currently holds his Series 7, 63 and 65 registrations and has his Life & Health insurance license. He is a graduate of Central College where he received a Bachelor's degree in Accounting.
Ted focuses on working with his individual and business clients in developing a plan for their financial future. He helps take the guesswork out of the planning process and provides clients with a complete strategy to help them meet their personal and business needs.
He helps businesses provide qualified and nonqualified retirement plans to help recruit, retain and reward employees. He also works with business owners on succession plans to allow for the continuity of the business in the event of retirement, death or disability. Ted provides individualized advice and income plans to individuals and executives to help them make the most out of their retirement plans to prepare for a successful retirement.
Ted a qualifying member of the Million Dollar Round Table, an industry organization recognizing financial services representatives, worldwide. He is a former member of the Principal Financial Group's Agents Advisory Council. Ted is also a member of the National Association of Insurance and Financial Advisors (NAIFA), the United Way Leadership Circle and Rotary Club of Des Moines.
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Georgette Longnecker, RICP® | Principal Securities Registered Representative
Georgette began her career in financial services in 1993. She is a Registered Representative with Principal Securities, Inc. She holds her Series 6 and 63 registrations and has her Life & Health insurance license.
After working for 12 years at the corporate offices of the Principal Financial Group®, where she worked in Principal International and as a Marketing Officer in the company's individual disability income insurance division, Georgette joined Ted's practice in 2004.
Georgette has experience in retirement plans, individual insurance solutions and investments. She works closely with all business and individual clients in helping with plan design, implementation, client reviews and ongoing service.
Georgette is a past member of the Chrysalis Foundation Insights Event Planning Committee and a current member of the United Way Women's Leadership Committee and United Way Leadership Circle.
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Lindsay Reams | Principal Securities Registered Representative | Financial Advisor | Client Service Director
Lindsay began her career in financial services in 2013. She is a Registered Representative with Principal Securities, Inc. She holds her series 7 & 66 registrations as well as her life and health insurance license. She is a graduate of the University of Northern Iowa.
After graduating, she had a career in property/casualty insurance before joining the Principal Financial Group. Lindsay works with clients to review their investment and insurance portfolio to help them continue towards the path of reaching their financial goals. Lindsay has experience in a wide variety of insurance solutions, investment research and strategies. In addition, she oversees all the business operations and client service.
She is a Junior Achievement classroom volunteer for JA Central Iowa. Lindsay also assists with the Variety: The Children's Charity fundraising and telethon.
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Nancy Bray | Client Services Associate
Nancy is a graduate of the University of Northern Iowa with a degree in Accounting. After graduating, she worked in the banking industry as a financial analyst for a credit card processing center. Nancy then took some time off to raise a family and assist with her husband's real estate business. She started working at the Midwest Region Business Center of Principal in 2018 and joined Longnecker & Associates in 2019.
Nancy works with clients to assist with their ongoing account servicing needs. She is focused on creating a comprehensive client service experience as well as assists with business operations.