1250 SW State Street
We believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.
Our team of financial professionals can help you address:
We also can answer your questions, including:
Our experienced professionals have helped many people just like you with similar issues and concerns. We specialize in creating an approach that is designed to address your individual situation.
Tim is a Certified Financial Planner (CFP™). Tim received his BS in Accounting from Iowa State University and his MBA from California State University Northridge.
Tara is an Operations Manager who strives to go above and beyond for clients to ensure all of their expectations are delivered with first-class client service.
Bryce started with WealthCharter as an intern during the summer of 2021. He is currently an Iowa State Student who plans on graduating in May 2023 with degrees in finance and accounting. As an Associate Advisor, he will be...
Client Service Specialist
Cindy joined WealthCharter in March 2022. As a Client Service Specialist, she provides customer service and helps coordinate client needs with the Lead Advisor. Prior to joining WealthCharter, she earned her accounting degree from...
Independent Educational Consultant
Diana is the owner of College Connectors - Iowa, a firm that provides personalized and thoughtful guidance to students and families going through the college planning process. Her office is conveniently located within WealthCharter, so...