Ascentra Retirement & Investment Services
Meet Your Team
Ascentra Retirement & Investment Services (ARIS) has partnered with MassMutual to offer our members comprehensive investment and financial services. This partnership is built on a foundation of consistent level of service and local support for our members.
MassMutual is directly aligned with the people helping people philosophy that credit unions are founded on. They are a mutual company, which means they don’t have shareholders but operate for the benefit of their members, policyowners and customers.
Dan Turnmeyer and Troy Sheets are registered MassMutual representatives who have been serving the communities of eastern Iowa and western Illinois for over 20 years. Now, they're excited to assist ARIS in serving you!
.
Dan Turnmeyer
Dan has been in the financial service industry for 24 years. He has earned his ChFC & CLU designations from the American College, a CFS designation from the Institute of Business and Finance and an MBA from St. Ambrose University. Dan is a native of the Quad Cities and is involved with several charitable organizations in our community. He is married to his wife, Heather, and they are raising 2 lovely children.
Troy Sheets
Troy has also been in the financial industry for 24 years. He is a native of Kewanee, and his office is located in the Quad Cities. Outside the office, Troy likes to golf, fish and spend time with the family. He is married to his wife, Erin, and they have 3 wonderful kids.
Ascentra Retirement & Investment Services
A piggy bank isn't the only way you can save for your future. We offer many options through ARIS, and we'll walk with you through the road map of investing together step by step.
To get started, contact us at 563-459-6916.
Our Process
We look at your financial situation comprehensively and holistically. The most important part of this process is listening carefully to your goals and concerns. We ask the questions that allow us to develop and implement a strategy designed to meet your current and future goals and dreams.
Through a needs-based consultation, Dan and Troy will work with you to determine which approaches might be appropriate for your personal situation. At a high-level, the products and services include:
- Insurance products to provide protection against unexpected life events
- Investment products that help satisfy financial needs, such as saving for retirement or a child’s college education
- Financial planning services to prepare a strategy for addressing one or more financial, business or life-stage needs
Review Your Options
Insurance Products
- Whole Life
- Universal Life
- Variable Life
- Term Life
- Company/Bank-Owned Life Insurance (COLI/BOLI)
- Disability Income
- Long-Term Care
- Fixed Annuities
- Variable Annuities
Investment Products
- Mutual Funds
- Registered Investment Advisor (RIA) Products
- Multi-Manager Funds
- Asset Allocation Modeling
- IRA Accounts
- 529 Plans
- Individual Money Managers
- Mutual Fund Wrap Programs
Financial Planning
- Basic Planning
- Advanced Planning
- Tax Analysis
- Portfolio Analysis
- Estate Planning
- Retirement Planning
- Business Succession Planning
- Family Wealth Counseling
- Charitable Remainder Trusts
Insurance Representative of Massachusetts Mutual Life Insurance Company (MassMutual), Springfield, MA 01111-0001, and its affiliated US insurance companies. Registered Representative of and securities and investment advisory services offered through MML Investors Services, LLC, Member SIPC and a MassMutual subsidiary. 100 South Fifth Street Suite 2300 Minneapolis MN 55402 (612)333-1413. Local sales agencies are not subsidiaries of MassMutual or its affiliated companies.