Kimberly is proud to be thought of as the “go-to” person for many daily needs, including requests for funds transfers and reconciliations.  And she has been committed to providing an exceptional level of service since joining Merrill in 2014.   Kimberly is a graduate of University of Northern Iowa with a degree in Business Management.

Since he started in the financial services industry in 2002, Tony has worked with local institutions and qualified individuals, focusing on investment management and distribution strategies. He now oversees The Ranallo Group at Merrill, one of the largest wealth advisory teams in the state and is among a select group of Merrill advisors who hold the Retirement Benefits Consultant title.  Tony was named a Best in State Wealth Advisor by Forbes in 2023, 2022 and 2021 (*Source: The Forbes “Best-in-State Wealth Advisors” list, published annually Jan - April. Rankings based on data as of June 30 of prior year), a Financial Times Top 400 Adviser in the United States in 2020 (*Source: Financial Times “400 Top Financial Advisers” list, published on April 16, 2020. Rankings based on data as of June 30, 2019), and a Top 401 Retirement Plan Adviser in 2017 (*Source: Financial Times “401 Top Retirement Advisers” list, published on September 27, 2017. Rankings based on data as of Dec 31, 2016).

Tony graduated Cum Laude from Arizona State University with a Bachelor of Science in Finance and later completed his Masters of Science in Financial Planning in Denver, Colorado. 

Continuing to place an emphasis on education, Tony attained the CERTIFIED FINANCIAL PLANNER™ certification and has also completed the CIMA® designation, the CPWA® program, and is currently one of seven advisors in the state of Iowa who have attained the Certified 401(k) Professional designation (as of August, 2022).

Tony resides in Waukee, Iowa with his wife Kimberly, their sons A.J. and Frankie, and daughter Peyton.




*Source: The Forbes “Best-in-State Wealth Advisors” list, published annually Jan - April. Rankings based on data as of June 30 of prior year.

Data provided by SHOOK® Research, LLC. Forbes Best-in-State Wealth Advisors ranking was developed by SHOOK Research and is based on in-person, virtual, and telephone due diligence meetings to measure best practices; also considered are: client retention, industry experience, credentials, review of compliance records, firm nominations; and quantitative criteria, such as: assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. SHOOK’s research and rankings provide opinions intended to help investors choose the right financial advisor and are not indicative of future performance or representative of any one client’s experience. Past performance is not an indication of future results. Neither Forbes nor SHOOK Research receive compensation in exchange for placement on the ranking. For more information, please see www.SHOOKresearch.com. SHOOK is a registered trademark of SHOOK Research, LLC.


*Source: Financial Times “400 Top Financial Advisers” list, published on April 16, 2020. Rankings based on data as of June 30, 2019.

The Financial Times “400 Top Financial Advisers” (FT 400) list is an independent listing produced annually by Ignites Research, a division of Money-Media, Inc., on behalf of the Financial Times. The FT 400 is based on data gathered from advisers, broker-dealer home offices, regulatory disclosures, and the FT’s research. The listing reflects each adviser’s status in six primary areas: assets under management (AUM), asset growth, compliance record, experience, credentials and online accessibility. This award does not evaluate the quality of
services provided to clients and is not indicative of this adviser’s future performance. Neither the brokerages nor the advisers pay a fee to the Financial Times in exchange for inclusion in the FT 400. Rankings and recognition from the Financial Times are no guarantee of future investment success and do not ensure that a current or prospective client will experience a higher level of performance results, and such rankings should not be construed as an endorsement of the adviser. All rights reserved.


*Source: Financial Times “401 Top Retirement Advisers” list, published on September 27, 2017. Rankings based on data as of Dec 31, 2016.

The Financial Times “401 Top Retirement Advisers” list (FT 401) is an independent listing produced by the Financial Times. The FT 401 is based on data gathered from financial advisers, regulatory disclosures, and the FT’s research. The listing reflects each adviser’s status in seven primary areas, including Defined Contribution (DC) plan assets under management, growth in DC plan business, specialization in DC plan business, and other factors. This award does not evaluate the quality of services provided to clients and is not indicative of this adviser’s future performance. Neither the advisers nor their parent firms pay a fee to the Financial Times in exchange for inclusion in the FT 401.

Almost everyone who calls our office is familiar with Matthew, who's been with the team since 2015. He works directly with individuals, cheerfully addressing a wide range of administrative requests and offering knowledgeable support. Matthew lives in Des Moines with his wife and three children.