North Iowa Advisors
We are an independent asset management and retirement planning firm based in North Iowa. We provide unbiased advice, strategic retirement planning, and smart investment strategies. Our team members care dearly about our clients, and the advice that we give is always based on the best interest of our clients.
Our financial planning and investing process begins with a complimentary meeting to assess your current situation and to determine your financial goals.
Meet the Team
Shannon Kropp, CFP®
With over 12 years of experience in wealth management, Shannon is dedicated to helping individuals meet their financial needs by developing investment and retirement plans around their long-term goals and risk tolerance. His extensive experience throughout major shifts in the markets enables him to help his clients structure balanced portfolios to address their specific financial goals.
Shannon began his investment career in 2007 in Cedar Rapids. In 2008, he moved to Mason City after he met his now wife, Heather. He has been completely independent and owned his own business since 2011.
He has now been married to Heather for 10 years. Together they have two boys, Kameron and Griffin. Shannon and his family enjoy watching and playing sports. He is a member of Epiphany Parish in Mason City and the Mason City Noon Rotary.
Hal has been in the financial services industry for over 20 years. He has helped hundreds of people invest their money and plan for retirement over the years. He cares deeply about his clients and spends his time making sure their questions are answered and their goals are met.
Hal has been married to his wife, Dianne, for 53 years and they have three grown children, Jeff, Joleen, and Janan. Together they have blessed Hal and Dianne with seven grandchildren.
In his spare time, Hal loves to golf, spend time with family and friends, and follow his grandchildren as they participate in various activities.
Lisa joined North Iowa Advisors in August 2019 as an Administrative Assistant. She assists with the day-to-day operations of the office. Prior to joining North Iowa Advisors, Lisa was a Chiropractic Assistant for 18 years.
Lisa grew up in North Iowa and has lived in Mason City over 20 years with her husband, Mike, and three sons, Austin, Dylan, and Brayden.
When out of the office Lisa enjoys watching her sons at their sporting events, boating at the lake, traveling, and spending time with her family.
Most people work their whole life to save money and get a decent return on that money. Our goal is to create wealth management strategies that will be unique to each of our client’s needs. By being independent, we can accommodate all types of investors.
Save, protect, and distribute seems like a very simple retirement plan. Unfortunately, things like taxes, stock markets, interest rates, etc. can be a burden on those plans. We help our clients by giving them solid advice while not overcharging and killing their returns.
Insurance & Risk Planning
Part of planning for the future is identifying possible unexpected costs and protecting against them. Both early death and disability can derail a retirement plan. We can help you protect against them while not derailing your goals.