Team Bios

Our team is comprised of highly educated individuals that share our vision for financial security. They partner with me to make sure that our clients get the planning, service, and follow through that they would want themselves as clients. Please let us know how we can better serve you!

Blake Alan Archibold

Blake Alan Archibold

Associate Wealth Management Advisor
Office 515-697-4692

Blake oversees our planning and investment operations.  He serves as the primary contact for any investment related questions. 

Blake joined our team in July of 2014.  He began his career as a Financial Representative with ING (now Voya), before joining our team.

Blake graduated from The University of Iowa with a Bachelor of Business Administration in Finance and a minor in Statistics.  Blake has obtained his Iowa state insurance licenses as well as the FINRA Series 7 and Series 66.  He passed the CFP Board exam in 2017.  Blake also earned the WMCP and ChFC designations from The American College in 2019.

Blake grew up in Indianola, Iowa and now resides in West Des Moines, Iowa.  He enjoys sports and spending time with his family and friends.

Mary Josephine Draayer

Mary Josephine Draayer, QPFC

Director of Employer and Participant Services
Office 515-697-4620
Mobile 515-326-1221

With over 30 years of experience in the retirement industry, Mary brings a wealth of knowledge in the analysis, design, implementation and monitoring of ERISA-based retirement plans including 401(k), 403(b), Defined Benefit Plans and more. She has worked with corporate retirement plans throughout the country and helps provide clients with procedural due diligence in meeting their fiduciary responsibilities. Mary has spent her entire career in the employee benefits arena concentrating on ERISA retirement plans.

Prior to joining Northwestern Mutual, she, worked as the Retirement Plan Advisor/Consultant at RSM. Mary also worked for 20+ years at Principal Financial Group and served as a Senior Relationship Manager for qualified and non-qualified retirement plans.  She is an expert in her field.

Mary has earned the Certified 401(k) (C(k)P), Non-Qualified Plan Advisor (NQPA), and Certified Plan Fiduciary Advisor (CPFA) designations.

Mary is the Women in Pension Network (WiPN) co-chair for Iowa and is focused on spending time mentoring other women in the retirement planning industry. 

Kimberly J Bullerman

Kimberly J Bullerman, M.S.

Director of Operations
Office 515-697-4679

Kim manages our insurance operations and serves as the primary contact for any insurance related matters or customer service questions.

Kim joined our team in July of 2011. Her career began at Principal Financial Group, where she worked in Group and Individual Disability Claims as a Vocational Consultant for 8 ½ years and as a Claims Analyst for 1 ½ years.

Kim graduated from Iowa State University with a Bachelor of Science Degree in Communication Disorders and a minor in Family Resource Management. She attended graduate school at Minnesota State University, Mankato and earned a Master of Science degree in Rehabilitation Counseling. She is a Certified Rehabilitation Counselor (CRC). Kim has obtained her Iowa state insurance license.

Kim grew up in Clinton, Iowa and now resides in Urbandale with her husband Adam and her son Blake. Kim enjoys playing volleyball and spending time with her family.

Cheri L. DeMoss

Cheri L. DeMoss, ACS

Workflow Manager
Office 515-697-4625
Mobile 515-778-8411
Fax 515-697-4625

Cheri oversees our marketing, customer relations experience, and serves as the primary contact for any annuity related questions.

Cheri joined our team in June 2014.  Her career began over 25 years ago.  In this time, she worked as a relationship consultant and was also a manager in her positions with three major annuity and life insurance carriers in the Des Moines area.  She provided field agents and marketing organizations with educational and Home Office support as well as general marketing.  Her background includes experience with life insurance, fixed annuities, and variable annuity platforms.

Cheri graduated from Dana College (Blair, Nebraska) with a degree in Spanish and minors in Business Administration and Economics.  Cheri has obtained her Iowa and Nebraska state insurance licenses as well as her FINRA Series 6 and Series 63.

Cheri grew up in St. Paul, Nebraska and currently resides in Des Moines, Iowa with her husband, Cary, and her children, Ryan and Kristina.  Cheri enjoys reading, crafts, and spending time with her family.  In her free time, she assists several charitable organizations for children with special needs. This is very near and dear to her heart as her children also have special needs.


Mason Bulman

Office 515-697-4614

Mason joined our team in June of 2022. He began his career at Northwestern Mutual as an intern in college before working for three years as a sales representative for Farner-Bocken.

Mason graduated from Grand View University where he majored in Business Management, Marketing, and Human Resources and was a member of the football team. Mason has obtained his Iowa state insurance licenses.

Mason grew up in Ames Iowa and now lives in Granger. In his free-time he enjoys hanging out with friends and family, his dog Daisy, hunting, fishing, watching football.


Karen Swenson

Director of New Business
Office 515-697-4689

Karen joined our team in July of 2019.  Her career began at Mediplex Rehab Hospital in Colorado working for several years as a vocational rehabilitation counselor for persons with mild to severe brain injury.  She then spent nearly 20 years at Principal Financial Group where she worked in Group Disability claims as a vocational consultant.  Most recently Karen worked for Eyerly Ball Community Behavioral Health, provided community based employment services clients with diagnosed mental health conditions. 

Karen graduated from Luther College with a Bachelor of Arts in English and a minor in French.  She attended graduate school at the University of Iowa and earned a Master of Arts degree in Rehabilitation Counseling. She is a Certified Rehabilitation Counselor (CRC) and Certified Case Manager (CCM).

Karen grew up in Iowa City, IA and now resides in Des Moines.  She enjoys spending time with friends and family, traveling, biking the trails and reading.  

Echelon Wealth Strategies

Kurt R Bogseth, CFP®, RICP®, CLU®, ChFC®, CASL®
Wealth Management Advisor

Echelon Wealth Strategies


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