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Call (515) 528-8632
  • PT5 Process
    • PT5 Process
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    • Schedule PT Consultation
  • About Us
    • About Us
    • Testimonials
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    • How We Are Compensated
    • Meet the Team
  • Retirement Education Center
    • Retirement Education Center
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    • 15 Minute Financial Feast Podcast
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  • Testimonials
  • PT5 Process
    • PT5 Process
    • Purpose and Timeline
    • Schedule PT Consultation
  • About Us
    • About Us
    • Testimonials
    • Purpose and Timeline
    • How We Are Compensated
    • Meet the Team
  • Retirement Education Center
    • Retirement Education Center
    • You Paid, Now Collect!
    • 15 Minute Financial Feast Podcast
    • Articles
    • Video Library – Latest TV Interviews
    • Retirement Planning Education Videos
    • Workshops
  • Planning Tools
  • Testimonials
Mark Triplett
Founder and CEO
Mark Triplett
We believe that every dollar has a purpose and a timeline.  When
Troy Westendorf
Founder and President
Troy Westendorf
We believe that every dollar has a purpose and a timeline.  When
Chris Nicol
OWNER & PRESIDENT OF ELITE INSURANCE
Chris Nicol
Iowa Life, Health, Disability, Commercial and Personal Lines Property and Casualty Insurance
Breanna Thompson
Office Manager
Breanna Thompson
Office Manager Breanna handles all of the day-to-day office administrative duties at Triplett-Westendorf.
Stacey Donnelly
Administrative Assistant
Stacey Donnelly
Administrative Assistant Stacey assists in handling all day-to-day duties at Triplett-Westendorf Financial. Anything
Brenda Westendorf
Event Coordinator
Brenda Westendorf
Event Coordinator Brenda handles all our event planning for Triplett-Westendorf Financial group.  Between holiday
Hannah Shadravan
Marketing Coordinator
Hannah Shadravan
Marketing Coordinator Hannah brings creativity and strategy to her role as Marketing Coordinator

(515) 528-8632

7040 NE 14th St #103

Ankeny, IA 50023

info@triplett-westendorf.com

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Investment Adviser Representative of and investment advisory services offered through Royal Fund Management, LLC a SEC Registered Investment Adviser. The firm only transacts business in states where it is properly registered, or is excluded or exempted from registration requirements. SEC registration does not constitute an endorsement of the firm by the Commission nor does it indicate that the adviser has attained a particular level of skill or ability. Click these links to access the most recent copy of the Royal Fund Management brochure ADV 2A, 401K Maneuver brochure ADV 2A, Mark Triplett’s ADV 2B, and RFM Privacy Policy.  

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