Team
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:
- Investing principles and strategies
- Retirement investing and distribution strategies
- Estate conservation issues
- Risk management
We also can answer your questions, including:
- Can I retire early?
- Are my investments working hard enough?
- What’s the best approach for college savings?
- What are the elements of a sound estate strategy?
- Do I have enough life insurance for my family?
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 Hawkins, CFP™, mba
President
866.531.4037
tim@wealthcharterretirement.com
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 Miller
Operations Manager
tara@wealthcharterretirement.com
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 Littler, CPA
Associate Advisor
866-531-4037
bryce@wealthcharterretirement.com
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...
Cindy Weber
Client Service Specialist
cindy@wealthcharterretirement.com
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...
Diana Hawkins
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...