Mike and Dan’s Story –
We have been in the business of helping people through life’s financial challenges for more than 60 years combined. In 2016, we decided to venture out and create our own firm, partnering with Commonwealth to provide a wealth of experience and smart technology to meet your needs.
In 2021, we decided to make another move. This time, the move was to a building we purchased in Historic Valley Junction. We have a desire to be a part of the rejuvenation of the area and make our contribution to the betterment of the community in which we live and work.
After visiting the Jordan House and learning the story of the founding of Valley Junction, it became apparent that we needed to change our name to Two Oaks Wealth.
“It all began in 1846, when James C. Jordan, Valley Junction’s first settler, pitched a tent between two oak trees on the western side of the Des Moines border. “
Even though we have changed our location and name, we remain laser focused on one mission: helping you and your family meet your financial goals and secure the future you envision.