Meet Our Team
Our passion is collaborating to help business owners and individuals live their best lives! We are interested in connecting with entrepreneurial-minded professionals who want to be in business for themselves, but not by themselves.
Mike Gary, ChFC®, AIF® , FSCP™
Financial Representative
Principal Securities Registered Representative Financial Advisor
Member-Principal® Financial Network 319-730-1044 | gary.mike@principal.com
Mike Gary has been a financial professional since 1991 and is a 35-year veteran with Principal®. He earned his bachelor's degree in management with an emphasis on finance from the University of Northern Iowa. Mike holds the Chartered Financial Consultant (ChFC®) professional designation from the American College, the AIF® designation from FI 360, and the FSCP™ designation from the American College. He holds FINRA Series 6, Series 7, Series 66, and Series 65 securities registrations, as well as an Iowa Life and Health Insurance License.
Mike specializes in wealth management planning and holistic financial planning with pre retirees and retirees. He is deeply committed to his Eastern Iowa community, where he has been a lifelong resident, currently residing in Marion, Iowa. Mike is married to Gina and has two daughters, Johnna and Anna.
Throughout his career, Mike has demonstrated strong leadership in professional and civic organizations. He currently serves on the board of Variety Iowa and the American Heart Association. His past leadership roles include President of the Cedar Rapids Estate Planning Council, President of Daybreak Rotary, President of 5 Seasons Toastmasters Club, and President of the NAIFA Eastern Iowa Chapter. Mike has been a longtime volunteer with Big Brothers Big Sisters, reflecting his dedication to giving back to his community and his belief of wanting to make a positive impact on the world around him.
Outside of work, he enjoys spending time with his immediate and extended family as well as attending events and exercising.
Mike Walsh, AIF®
Financial Representative
Principal Securities Registered Representative Financial Advisor
Member-Principal® Financial Network 319-730-1046 | walsh.mike@principal.com
Mike Walsh has been a financial professional with Principal® since 2012 and serves as a Senior Financial Representative for Principal Life Insurance Company and a Registered Representative of Principal Securities, Inc. He earned a Bachelor of Arts degree in Economics from the University of Iowa. Mike holds FINRA Series 6, Series 63, Series 65, and Series 7 securities registrations, as well as an Iowa Life and Health Insurance License.
Mike works with individuals, families, and small- to medium-sized businesses, helping them evaluate retirement planning strategies and financial solutions aligned with their goals and needs. He is committed to providing personalized service and believes that understanding each client's unique circumstances is an important part of building long-term professional relationships.
Beyond his professional work, Mike is actively involved in both community and professional organizations. He is a member of NAIFA–Cedar Rapids (National Association of Insurance and Financial Advisors) and is actively engaged with the University of Iowa Alumni Association. Mike also participates in 100+ Men Who Care: Hawkeye Chapter and the Rotary Club of Iowa City. He is also involved with First Lutheran Church in Cedar Rapids. A lifelong resident of Eastern Iowa, Mike values the opportunity to serve the community he calls home.
Outside of work, he enjoys spending time with his wife, Laura, and their children, Ruthie and Eddie.
We are both members of NAIFA - Cedar Rapids (National Association of Insurance and Financial Advisors) and have been working with individuals and businesses in eastern Iowa for many years.
We believe in helping you assess your financial goals and participate in the management of your finances. We're looking forward to using our experience to help you pursue your financial goals!
Jacob Hohl
Financial Associate
319-730-1046 | hohl.jacob@principal.com
Jacob is a member of our team known for his positive attitude, strong work ethic, and eagerness to learn. While he does not provide financial advice or recommendations, Jacob takes pride in contributing to a team that helps clients make thoughtful decisions about their financial future. He believes financial planning is ultimately about supporting people, their values, and the goals they hope to achieve over time. In his role, Jacob plays an important role in supporting our financial professionals and helping ensure the day-to-day operations behind client relationships run efficiently. He approaches his work with attention to detail and a commitment to supporting clients and colleagues through responsive service and reliable operational support. Always looking to grow, Jacob values the opportunity to learn from experienced professionals and continues to develop his skills as he builds a career in an industry he finds both rewarding and impactful. Jacob is completing his Bachelor of Business Administration in Finance at the University of Iowa and is expected to graduate in May 2027. He was drawn to the team for its commitment to investing in its people and fostering lasting client relationships, providing an opportunity to grow professionally while contributing to meaningful work. Outside of the office, he enjoys hiking, pickleball, traveling, and following college and professional basketball.
Madison Goree
Private Staff of Mike Gary & Mike Walsh
319-730-1046 | goree.madison@principal.com
Madison Goree brings 8 years of financial services experience to her role, with a background spanning personal and private banking as well as the mortgage industry. Originally from the Quad Cities area of Davenport, she now calls Marion home, where she lives with her fiancé and their three children. When she's not working with clients, Madison enjoys finding new ways to reorganize her home and spending quality time with friends and family. She's passionate about building trusted relationships with clients and serves as a Certified Public Notary for the State of Iowa.