About Us

 

Jeffery L. Forsyth -jforsyth@ft.newyorklife.com

Jeff is a Co-Founder and Partner in Your Vision Financial Group. He started in the Financial Services industry in 1984.

Over the course of Jeff's career, he has been a consistent leader specializing the areas of Estate Planning, Retirement Planning, and Long Term Care Planning.

Jeff helps his clients gain focus on what is most important to them, and together they create a plan to achieve and protect these goals.

Jeff has received numerous industry and company awards including Qualifying Lifetime Member of the Million Dollar Round Table*. Jeff is a Senior NYLIC with New York Life, holding over 30 years of service with the company. Jeff and his wife, Deb, have 4 grown children and Jeff enjoys hunting and fishing.

 

Kevin D. Lindblom CLU®, ChFC® -klindblom@ft.newyorklife.com

Kevin is a Co-Founder and Partner of Your Vision Financial Group. He started his career in the Financial Service Industry after graduating from the University of Iowa in 1999.  

Kevin excels at understanding the complex products in his profession. He is passionate about creating Comprehensive Financial Solutions for his clients overall needs. Kevin spends the majority of his time in the areas of Wealth Management, Long Term Care, Estate Planning, Retirement Planning, and Business Succession Planning. 

As a Financial Adviser with Eagle Strategies LLC, a Registered Investment Adviser, Kevin can provide his clients with a customized plan to help address concerns and achieve financial objectives. 

Over the course of his career, Kevin has earned numerous Industry Awards. He has achieved Lifetime Qualifying Member of the Million Dollar Round Table*. In 2015, Kevin was named one of NAIFA Iowa's Top 4 agents under 40 years old.

Kevin was elected and served as a member of the 2012 New York Life Agents Advisory Council (AAC). AAC offers a forum for Agents and Home Office business leaders to exchange ideas and information on Company Products and Services.

Kevin is Past President and current National Board Member of The Society of Financial Professionals, Cedar Rapids Iowa Chapter. 

Kevin and his wife, Erika, were married in 2000 and have 2 daughters. As a family they enjoy church, sporting events, board games and movie nights.

 

Scott Shaw  MBA CLU® ChFC® -sshaw@ft.newyorklife.com

Scott is Partner of Your Vision Financial Group. He is a graduate of Simpson College and started his career in the Financial Service Industry in 2003.

Scott enjoys getting to know his clients and understanding their specific financial goals. Scott spends the majority of his time working in the areas of Insurance Planning, Retirement Planning and Estate Planning. Scott works with clients of all ages to design Comprehensive Financial Solutions. Scott believes it is his role to ensure his clients understand and have confidence in their Financial Plan.

As a Financial Advisor with Eagle Strategies LLC, a Registered Investment Adviser, Scott can provide his clients with a customized plan to help address concerns and achieve financial objectives.

Scott was elected and served as a member of the 2015 New York Life Agents Advisory Council (AAC). AAC offers a forum for Agents and Home Office business leaders to exchange ideas and information on Company Products and Services

Over the course of his career, Scott has earned numerous Industry Awards including Lifetime Qualifying Member of the Million Dollar Round Table* and 2015 Agent of the Year by New York Life's Cedar Rapids General Office.

Scott and his wife, Tracy, were married in 2000 and have 4 sons. Scott enjoys handball and hunting. As a family, they enjoy church, traveling, and attending all the boys activities.

 

Gene Pilcher Registered Service Assistant -gpilcher0a@ft.newyorklife.com

Gene is a previous New York Life Agent and earned several awards during his time in the Cedar Rapids General Office including; New Org Life Case Rate Leader (2011), Career Life Success Award (2011), and Career Life Producer (2011). 

Gene joined Your Vision Financial in 2017, where he is currently acting as Office Manager. He spends most of his time servicing clients, and is also studying to become an Associate Financial Adviser.

Gene is a Graduate of the University of Northern Iowa. He and his wife Beth were married in 2011 and have 2 children. Gene enjoys time with his family, sports and hunting.
 

*Million Dollar Round Table (MDRT), The Premier Association of Financial Professionals, is recognized globally as the standard of excellence in life insurance sales performance in the insurance and financial services industry.