Who we are

Terry Cross is the President and owner of Cross Wealth Management. As an Investment Adviser Representative, he specializes in consulting advice and asset management for his clients all over Iowa.. Terry is an Iowa native and a graduate of Iowa State University with a Bachelor of Science degree in psychology and management. Terry began his career as a captive agent and registered representative for John Hancock Financial Services. He then held a position as the branch manager for MONARCH Financial Services, Inc., a full service financial planning and insurance firm located in West Des Moines, Iowa.  Prior to Cross Wealth Management, Terry was the Vice President and Des Moines branch manager for Fringe Benefits Design, Inc. of Leawood, Kansas.

Terry is very active in the Ames, Iowa community and regularly cheers on the Cyclones of Iowa State University and the Little Cyclones of Ames High School. He and his wife Susan have 3 daughters Elissa, Trisha, and Alexa.

Dani Duns is the Group Account Operations Associate for all of the group clients at Cross Wealth Management. In this position she assists our group clients with account establishment, account functions, and employee benefit services. She can help answer questions about health and dental insurance, life and disability insurance, and group retirement plans. Dani lives in Hubbard with her husband Cory and two children still at home. One is a Junior in High School and the other a Senior, soon it will be an empty nest. She also has two grown children and five granddaughters and one grandson that she adores.

Dani is active in her church, loves watching the kids play sports, active in parent run school activities, and being with friends and visiting the grandchildren. Her hobbies include shopping, traveling, and binge-watching Netflix.