Cedar Rapids Team

Scott W. Shaw, MBA, CLU^®, ChFC^®

Partner

Scott is a Partner of Your Vision Financial Group. He is a graduate of Simpson College and the University of Iowa Business School.  He started his career in the Financial Services Industry in 2003.  In 2016 he joined Kevin Lindblom at Your Vision Financial Group.  Over that time, he has been excited to be a part of creating a team built around educating and supporting clients so that they can enjoy financial confidence.

Scott enjoys getting to know his clients.  As they share their personal and financial goals, he is able to take part in creating and implementing solutions that support those goals.

Scott is a Financial Advisor with Eagle Strategies LLC, a Registered Investment Adviser.  In that role Scott can help clients with their insurance and investment needs.  He can also provide his clients with customized financial plans that address their concerns and pursue their financial objectives.

Scott believes that it is his purpose in all areas of life to help people understand, grow, and gain confidence.

If he could do anything, Scott would “Help people to THINK in a way that causes them to SMILE.”

Scott and his wife, Tracy, were married in 2000 and have four sons. Scott enjoys handball and hunting. Together Scott and Tracy enjoy traveling and watching their boys pursue their passions.

Colton White, FSCP^®

Financial Advisor

Colton White isn’t your typical financial advisor, and that’s by design. He helps ambitious individuals and business owners build not just wealth, but clarity, confidence, and control in their financial lives.

Since 2020, Colton has worked with people who want more than just a generic financial strategy. His clients are looking for real strategies, deeper financial understanding, and a partner who gets where they’re going and how to help them get there faster.

Colton doesn’t push products. He builds smart, personalized game plans that align with his clients’ goals and values. Whether it’s optimizing cash flow, reducing financial stress, growing a business, or simply bringing more structure to the chaos, Colton helps his clients move forward with purpose.

He’s earned the FSCP® designation from the American College and continues to sharpen his knowledge and skills because he believes his clients deserve that level of commitment.

Originally from O’Fallon, Missouri, Colton moved to Iowa to play football and study business at Coe College with his identical twin brother. Today, he lives and works in Cedar Rapids, where he’s deeply connected to the community and enjoys spending time with friends and family.

Driven, curious, and committed to helping others grow, Colton is the kind of adviser who shows up not only with strategy, but with the hustle to make it happen.

Michael Poch

Financial Advisor

Before joining New York Life in 2018, Mike served as a firefighter with the City of Cedar Rapids for 10 years. While firefighting was deeply rewarding, he chose to pursue a new career that would allow him to continue his passion for helping and protecting others—while also creating more time for his family.

A proud native of Riverside, Iowa, Mike is the youngest of four siblings. He now lives in Iowa City with his wife, Sarah, and their four sons—true Hawkeye fans who proudly bleed black and gold.

Mike is guided by the values of hard work, honesty, and integrity. These principles drive his ongoing commitment to growth, both personally and professionally. His dedication earned him New Agent of the Year honors during all three eligible years, along with consistent recognition as a New York Life Council agent throughout his career; most recently (2023-2025).

As a Financial Advisor with Eagle Strategies LLC, with the Financial Services Certified Professional^® designation, and a Registered Investment Advisor, Mike is committed to helping clients pursue their goals through comprehensive financial planning. His services include life insurance, disability insurance, long-term care insurance, and retirement planning solutions—always tailored to each client’s unique vision.

In 2024, Mike officially joined YVFG after several years of close collaboration with both Scott and Kevin.

Beth Pilcher

Director of Client Services

Beth Pilcher joined Your Vision Financial Group in 2019 as the Director of Client Services, where she plays a pivotal role in overseeing client service, new business processing operations, training and onboarding new team members, and overall office operations. With a passion for connecting with people, Beth takes great pride in delivering exceptional customer service and ensuring that all clients receive the attention and support they deserve.

Beth holds a degree in Marketing and Public Relations from the University of Northern Iowa. Before joining Your Vision Financial Group, she spent nine years with the National Association of Insurance and Financial Advisors (NAIFA), where she collaborated closely with insurance agents and financial advisors.

Beth married her husband, Gene, in 2011, and together they have three children. The family enjoys spending quality time camping, as well as coaching or cheering on their children’s numerous extracurricular activities.

Kendolynn Kirby

Administrative Assistant

Kendolynn is a Cedar Rapids native and graduated from Jefferson High School. Upon graduation, she enlisted in the U.S. Navy where she served four years. Her Naval career included assignments aboard the USS Frank Cable AS-40, Charleston Naval Base, and the Mine Countermeasures Group II. After being honorably discharged, she returned to Cedar Rapids to raise a family and continued her education at Hamilton Business College, graduating with a Certificate as a Legal Executive Assistant.

Kendolynn joined YVFG in 2023 as our Administrative Assistant. She takes great pride in providing excellent service to our clients and enjoys building relationships with each of them, whether over the phone or in the office. She can be found at our front desk with a bright smile and a contagious laugh. Kendolynn is always happy to talk about her six grandchildren and enjoys time camping, kayaking, and traveling.

Roger Carlson

Associate Financial Advisor

Roger was born and raised on a farm in southwest Iowa, is a graduate of Iowa State University, and earned his MBA from the University of Iowa. He previously worked as an agent and Partner with New York Life. Roger joined YVFG in 2022. He works in tandem with the advisors, constructing solutions for our clients. His favorite part of the job is simplifying the complexities of asset management so clients can feel empowered about their financial decisions.

Jack Shaw

Associate Financial Advisor

Jack graduated from Coe College in 2023 where he earned a degree in Business Administration with a concentration in business management and a minor in Economics. He was a member of the football team for four years and a captain.

Jack started as an intern at YVFG in the summer of 2022, where he learned the ins and outs of how the business operates. From there, he took his securities certification exams and upon graduation, joined YVFG full time as an Associate Financial Advisor in 2024. Jack enjoys being able to assist clients in reaching their financial goals they set out to achieve.

In his free time, he likes to spend time with friends and family and will go anywhere to play a couple rounds of golf.

Sienna Kaestner

Licensed Service Assistant

Sienna Kaestner began her collegiate journey at Kirkwood Community College, earning an Associate’s Degree in Marketing Management while working as an Administrative Assistant at Your Vision Financial Group in 2021. She then pursued a Bachelor’s Degree in Event Management at Iowa State University, where she was actively involved in leadership roles, including Treasurer of the Event Management Club, Youth Mentor and Special Events Director of the University’s sold-out, entirely student-run fashion show. 

Sienna is known for her strong work ethic, attention to detail, and passion for streamlining workflows. She enjoys getting to know each client and is always looking for ways to improve processes with fresh ideas and organizational efficiency. Sienna also brings a sense of hospitality to her work, ensuring clients feel valued and well cared for. After gaining prior valuable experience with Your Vision Financial Group, she returned to the team in 2024, contributing to its continued growth and success. 

Outside of her professional life, Sienna works remotely from Urbandale, which offers her the flexibility to balance her career with her personal interests. This freedom allows her to explore new places, constantly seeking new challenges and ways to grow. Sienna enjoys traveling, exploring new hobbies, and supporting Iowa State athletics with family and friends. She’s always looking for ways to challenge herself and expand her knowledge, both personally and professionally.

Sam Shaw

Licensed Service Assistant

Sam Shaw joined Your Vision Financial Group in January 2025 as a licensed service assistant. A 2024 graduate of Coe College with a degree in Business Administration, Sam was a standout member of the Kohawks football team and served as team captain.

Sam is dedicated to building a strong foundation in the financial industry and plays a key role in supporting both the YVFG team and its clients. He is actively pursuing professional certifications to further his knowledge and enhance the level of service he provides.

Based in Cedar Rapids, Sam values spending quality time with family and friends. Outside the office, Sam is an avid sports enthusiast—whether he's watching a game on television or going to the sporting event. He also enjoys staying active through weightlifting and regular exercise, which he sees as both a mental and physical reset. On the weekends, you'll often find Sam on the golf course, embracing the challenge of the game.