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Integrity, Ethics, Accountability |
About Us |
Brian L. Vestal CFP, ChFC CERTIFIED FINANCIAL PLANNER practitioner |
Brian is a founding member of IEA Wealth Management, LLC and is located in our Ankeny, Iowa office. Brian serves as the firms financial planning and investment management specialist and has over 17 years experience as a financial advisor. Brian graduated from Iowa State University with a major in Accounting. He became a Certifiied Financial Planner (CFP) in 2003 and has also recieved the Chartered Financial Consultant (ChFC) and a Certified Life Underwriter (CLU) designations. |
Linda Johnson-Lundquist Founding Member, President, CCO |
Linda is a founding member of IEA Wealth Management, LLC and is located in our Ankeny, Iowa office. Linda serves as the firms President and Cheif Compliance Officer and has over 20 years experience in the financial services industry. Linda graduated from the University of Iowa with a BA degree. |
Ben Heckart Founding Member |
Ben is a founding member of IEA Wealth Management, LLC and is located in our Danville, Iowa office. Ben serves as an Investment Advisor Representative and has over 26 years experience in the financial services industry. Ben graduated from Iowa State University with a BS degree. |
Kevin Todd Prink Founding Member |
Todd is a founding member of IEA Wealth Management, LLC and is located in ourCannon Falls, MN office. Todd serves as an Investment Advisor Representative and has over 22 years experience in the financial services industry Todd is the firms liason for our professional partnership arrangements with CPA's and attorneys. |
Shanell Freeseman Operations Manager |
Shanell joined the firm in 2006 and is located in our Ankeny, Iowa office. She has over 13 years of experience in the financial services / banking industry. Shanell is responsible for the firms daily operations as well as customer relationships. Shanell graduated from Wartburg College with a major in Business Adminstration. |
Dean Baker CPA, CFP Certified Public Accountant, CERTIFIED FINANCIAL PLANNER |
Dean joined our firm in 2007 as an Investment Advisor Representative. Dean is a practicing CPA with over 30 years of tax prepartion services. He is a founding member of Baker and Axelson, Ltd. Dean graduated from Mankato State University with a major in Accounting. He became a Certifiied Financial Planner (CFP) in 1998. |
Kari Nelson CPA Certified Public Accountant |
Kari joined our firm in 2007 as an Investment Advisor Representative. Kari is a practicing CPA with over 7 years of tax prepartion services and is a partner in Baker and Axelson, Ltd. Kari graduated from University of Wisconsin, Eau Claire with a BS degree. She recieved her CPA designation in 2006. |
2010 IEA Wealth Management LLC. All Rights Reserved |