Our People

The experienced financial professionals at Financial Architects, Inc. have an understanding of tax laws, and an in-depth knowledge of financial services, employee benefit plans, insurance, investments*, and other tools needed to build an effective financial blueprint for you and/or your business.

Financial Architects can help you implement and manage the various financial components to turn your vision into reality.

The key to Financial Architects strength as a regional leader in financial services has always been our dedicated and talented financial representatives. They are alphabetized by last name.

Check the background of our investment professionals on FINRA’s BrokerCheck 

Associates

CliveCedar Falls •  Mason CityPella • Algona • Omaha

Clive

Jennifer Boldt**

Terry Bolson**

Aaron Brinks, MBA, ChFC®, CLU®**

Jay DeVries***

Michael Hartwig***

Bill Heckroth, ChFC®, CLU®***

John Kapteyn, CFP®, ChFC®, CLU®***

Jason Klunder*

Ann Merkley***

Shawn Terrell***

Aaron Plaskas*

Jennifer Peachey-Weaver*

John Howard*

Cedar Falls

Curt Patterson**                                                                   Tony Patterson***
Todd Thomas**
Randy Kraayenbrink**
Ryan Kriener**
Steve Umthun**                                                                      Jeremy Bartlett*                                                                Jordan Leuschen**                                                            Rob Talbot*


Algona

Jack Burns*


Mason City

Jim Paape****

Pella

Matt VanMaanen, CFP®, ChFC®, CASL®***

Omaha

Justin Morehead*

 

 

* Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. Financial Architects, Inc. is not an affiliate or subsidiary of Guardian.

**Registered Representative of Park Avenue Securities LLC (PAS).  OSJ: 12345 University Ave., Ste. 200, Clive, IA 50325, (515) 457-1287. Securities products offered through PAS, member FINRA, SIPC.  Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is an indirect, wholly-owned subsidiary of Guardian.  Financial Architects is not  an affiliate or subsidiary of PAS or Guardian.

***Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS).  OSJ: 12345 University Ave., Ste. 200, Clive, IA 50325, (515) 457-1287. Securities products and advisory services offered through PAS, member FINRA, SIPC.  Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is an indirect, wholly-owned subsidiary of Guardian. Financial Architects is not  an affiliate or subsidiary of PAS or Guardian.

****Registered Representative of Park Avenue Securities LLC (PAS).  OSJ: 12345 University Ave., Ste. 200, Clive, IA 50325, (515) 457-1287. Securities products offered through PAS, member FINRA, SIPC. Financial Architects is not  an affiliate or subsidiary of PAS.  This firm is an agency of The Guardian Life Insurance Company of America® (Guardian), New York, NY.

CliveCedar FallsQuad FallsAmes
Mason CityPellaCedar Rapids

Management Team

Kim A Weaver, CFP®, CLU®, ChFC® – President/General Agent,

Aaron Brinks, MBA, ChFC®, CLU® – Vice President – Training

Chris Janda – Managing Director     

Jason Klunder – Disability Income Specialist

Andrew Blize – Recruiting Specialist

 

Staff

Jackie Lewis – Office Manager
Brandie Stifel – New Business Desk                                   Brooke Weaver – Receptionist