Hawkeye Financial Group

CONNECT

Address:

925 Marthas Way
Hiawatha, IA 52233

3525 Center Point Road
Cedar Rapids, IA 52402

3267 WW Avenue
Wellman, IA 52356

4140 Grand Avenue
Des Moines, IA 50312  

Phone:

(319) 395-0723

Fax/Other:

(319) 395-0724

Justin Ryan, CFP®

Justin has been advising clients in the areas of asset accumulation, wealth management, estate planning strategies, and retirement income planning for more than a decade.  Justin is passionate about helping people evaluate, plan and accomplish their financial goals through the use of what he believes are the best investment techniques and vehicles available.  Justin received his BA in Economics from the University of Iowa and has obtained his CFP® certification.  Additionally. he holds the Series 6, 63, 65 and 7 Securities Registrations.   Justin and his wife, Amy, reside just outside Iowa City with their son, Everett.

Securities and investment advisory services offered through Voya Financial Advisors, Inc.

 

Bill Jump, ChFC®, EA

Bill is a Registered Principal of Voya Financial Advisors responsible for performing a supervisory role for registered representatives, and also engages in client financial planning.  Bill has over 7 years of experience in financial services industry. He holds a Series 7, 24, and 66 registration, and graduated from the University of Iowa with a degree in accounting.  He is a Registered Representative of and offers securities through Voya Financial Advisors, member SIPC.

 

David Tallett, MBA LUTCF

Dave is a senior partner with Hawkeye Financial Group and has over 20 years of experience in managing complex financial issues for individuals and companies. Mr. Tallett has his MBA, Masters of Business Administration, BA and AA degree. Mr. Tallett holds the LUTCF professional designation. Dave is a Registered Representative of Voya Financial Advisors, Inc.

 

Trisha Wray, Executive Assistant for Justin Ryan

Trisha joined the company in 2014. She's responsible for all facets of client servicing including new account set-up, maintenance of client records, client meeting preparation and daily account transactions, she enhances client relationships by responding to customer inquiries and solving problems.  Trisha and her family live in Cedar Rapids.

 

 

 

 

INVESTMENT ADVISORY TEAM*

 

Jim Wessels, Certified Public Accountant (CPA), Chartered Financial Analyst (CFA), Personal Financial Specialist (PFS)

Jim brings over a decade of active money management experience to provide daily insights on the markets to help investors find practical applications.  As a former investment analyst he covered several industries, including financial services, outsourcing, health care, energy and utility companies.  Jim is also experienced in designing retirement programs and consults on all types of employer-sponsored plans.  Jim has built a diverse background in pension, tax planning, estate planning strategies, financial planning and investments.

 

Jared Sutton, Chartered Financial Analyst (CFA), CFP®

Jared is an Investment Advisor Representative of Voya Financial Advisors focused on estate planning, tax strategies and investment planning.  Jared has extensive experience in data analytics and research, portfolio construction and management, asset allocation and investment selection.  He founded and later sold an internet service provider, and has worked as a business/field analyst and derivatives broker.  Jared's experience in data analytics and research has enhanced the technologically intensive elements of financial, estate, tax strategies, and investment planning.

 

Matt Boehnke, Investment Advisor Representative

Matt is an Investment Advisor Representative of Voya Financial Advisors. Matt works closely with the advisors and clients of Hawkeye Financial Group in the development, analysis and implementation of financial goal plans.  Matt has an excellent background in securities, the broker/dealer and our financial analysis and planning program, MoneyGuidePro.

 

Jasen Dahm, CPA, CFA, Financial Analyst

Jasen is a Registered Representative of Voya Financial Advisors focusing on asset allocation and tax minimization strategies. He serves on our Investment Committee. He formerly served as a research analyst for a fund of hedge funds as well as a Senior Auditor for Deloitte and Touche. Jasen earned his BBA in Accounting and Finance as well as a Masters of Accountancy from the University of Iowa.

 

Phyllis Vance**, Chartered Financial Analyst (CFA)

Phyllis is a Chief Financial Strategist.  She focuses on investment analysis, as well as serving on our investment committee.  Phyllis has over thirty years of investment experience which includes analyst and portfolio management for a global financial investment firm, domestic and international equities and Director of Commercial Real Estate Research.  She graduated from Iowa State with a degree in business administration.

 

 

*Investment Committee members are affiliated with Voya Financial Advisors. Registered Representatives of and Securities and Investment Advisory Services offered through Voya Financial Advisors, Inc. (member SIPC)

**Not registered with Voya Financial Advisors.