Ron Hamilton graduated from Iowa State University, Ames, Iowa, in May of 1986 with a Bachelor of Science degree in Education. Ron started Hamilton Financial Services, Walnut, Iowa, in June of 1986. He has over 30 years of experience working with individuals, families, and businesses with services and solutions that help build, preserve, and manage wealth.
Ron practices goal based wealth planning. He will help you discover your life goals and develop personalized wealth strategies. Personal circumstances change and effective wealth planning requires diligent management, proactive advice, and the highest level of service.
Ron is an Investment Advisor Representative of Securities America Advisors, Inc.. He has completed all required exams and annual compliance testing to act as an Investment Advisor Representative.
Ron and his wife Rachel live on an acreage south of Walnut, Iowa. They have 5 grown children, Zachary, Dillan, Alyssa, Madison, and Joel. Rachel and Ron are active members in Calvary Baptist Church as leaders and teachers. Hobbies include farming, being outdoors and spending time with their family.
Dillan Hamilton is a Financial Advisor with Hamilton Financial Services. Dillan specializes in helping individuals strategize for retirement and building a portfolio designed to meet the client's needs and goals. Dillan also helps assess and address the need for protection of wealth by utilizing health, disability, and life insurance products.
Dillan graduated from Simpson College in Indianola, Iowa in May 2014 and received his Bachelor of Science in Accounting. After college, Dillan worked at a CPA firm in Pella, Iowa to gain experience in the field of accounting. He received the CPA designation in 2015. To receive this designation Dillan successfully passed the four sections of the CPA exam.
Dillan has been a Registered Representative since 2016. Dillan has successfully passed two securities registration examinations: Series 66 and 7. To maintain these registrations, Dillan completes a FINRA continuing education course every three years and Securites America, INC's continuing education courses each year.
Dillan, his wife Jenny, and their daughter Vaeda live on the family farm and are third generation farmers. Jenny works in the AHSTW school district as a high school math teacher and a coach. Dillan enjoys spending time outdoors with his family, on the farm, and hunting with his dog Gus. He is active within his church family and passionate about serving God.
Michelle Mertz is an administrative assistant and healthcare/medicare consultant at Hamilton Financial Services.
Michelle has worked at Hamilton Financial Services since June 2006. She is licensed to sell life and health products. Michelle specializes in Medicare supplement plans, individual health care, and dental plans.
Having worked in the medical field, as a medical assistant, she understands the complexities of the healthcare market.
Michelle and her husband Greg live on their family farm south of Walnut. Greg maintains the family farm raising cattle and growing crops. They have four children; Alec, Michael, Bryan, and Claire. She enjoys spending time with family and friends, coaching her children's sports teams, gardening, and scrapbooking. Michelle especially enjoys their family vacations to Canada to fish and relax. she also loves to attend concerts and is a die hard Iowa State Cyclone fan. Michelle is active in her church, serving on the session as well as teaching Sunday School and youth group.