Scott J Sernett

Contact

Have questions? I can help you identify your financial needs and provide appropriate solutions.

Email Scott J Sernett

Video Introduction

Play Video

Sign Up for My E-mail Newsletter

Stay informed on the latest financial security news you can use to help guide your future.

Sign Up

Staff

Scott Sernett regards clients' financial security among the most important issues and so does his team of professionals that are focused on understanding and serving each individual client. Call whenever you have a question, concern or need. Scott Sernett and his team are eager to help.  

 
Teresa M Carr
Director of Client Services
teresa.carr@nmfn.com
(319) 3235-3356  

Teresa joined Scott Sernett's team in 2007 and serves as the Director of Client Services. She is fully licensed in insurance and securities. On a day to day basis, Teresa oversees the overall operations of SERNETT & ASSOCIATES.

A native of Charles City, Iowa, Teresa received a B.A. from the University of Northern Iowa. She lives in Cedar Falls, Iowa with her husband and is the mother of two grown children. She enjoys reading and spending time with her family.

Contact Teresa to:

  • Schedule Appointments
  • Assist with service matters on insurance or investments
  • Facilitate insurance underwriting procedures
Teresa M Carr
Meg M Sernett
Operations Assistant
meg.sernett@nmfn.com
(319) 235-3356

 In addition to being Scott's high school sweetheart, Meg was Scott's first assistant, part time in the early years of starting the business. Meg has a BA in Management, with emphasis in Human Resources, from the University of Northern Iowa.


Meg has worked in the Human Resources field for a number of companies, off and on, as our family has grown. In addition to HR, Meg has extensive experience in financial accounting. Meg has taken a more active role in helping out at the office part time in the last  few years.


Meg's un-official title is "Director of Special Projects" as she helps out with a variety of projects throughout the year as well as operational assistance, especially during our busy seasons.

Joint Work Associates

Adam Folkerts
Financial Representative
(319) 352-8871
Adam Folkerts
Mark Hubbard
Financial Representative
(319) 352-8871
Mark Hubbard
Ed McGill
Wealth Management Advisor
(515) 697-4660
Ed McGill
Mark Funk
Financial Advisor
(319) 233-8441
Mark Funk
Mark Wise
Wealth Management Advisor
(317) 818-2654
Mark Wise