Putting
people first.
Get to know our leadership team
Leadership at the Dubuque office is dedicated to doing good for our clients, employees and community.
Matt Schulte is the Managing Director of our Dubuque, Iowa office. He was born in Manchester, IA and lives there today with his wife, Keri, and their four children, Alivia, Hayden, Sofia, and Mylie. Matt never would've thought growing up on a farm would benefit his nearly 20-year career as a financial advisor....
Matt Schulte is the Managing Director of our Dubuque, Iowa office. He was born in Manchester, IA and lives there today with his wife, Keri, and their four children, Alivia, Hayden, Sofia, and Mylie. Matt never would've thought growing up on a farm would benefit his nearly 20-year career as a financial advisor. The work doesn’t carry the physical demands like farming but there are similarities. Life is funny, though. To parallel a career in financial planning, Matt and Keri own a small cattle and crop farm on the outskirts of Manchester, IA. It was important to them that their four kids grow-up with a similar experience to Matt. When not doing chores, the family is running kids to sports, activities, 4-H events or on the acreage enjoying the outdoors—hunting, riding four-wheelers…doing family things.
Kinsey is our Development Officer, assisting with selection, training and development of our Financial Representatives and Advisors.
While pursuing my engineering degree with a full-time offer from John Deere, I chose to help others as a Financial Advisor. My parents, who both passed away before I was 13, did little planning and it made things difficult for my siblings and me. I use my experiences to help my clients see what’s possible. It’s...
While pursuing my engineering degree with a full-time offer from John Deere, I chose to help others as a Financial Advisor. My parents, who both passed away before I was 13, did little planning and it made things difficult for my siblings and me. I use my experiences to help my clients see what’s possible. It’s why we focus on holistic planning: risk management, building wealth & tax efficiencies.