WEALTHCHARTER - Key Persons
Bryce joined WealthCharter in September 2022. In his role as Associate Advisor, he works with the Lead Advisor to develop creative financial solutions for our clients. Additionally, as a member of our investment committee Bryce helps build and monitor client portfolios.
After graduation from Iowa State University with degrees in Finance and Accounting in May of 2023, Bryce joined WealthCharter on a full-time basis. Bryce successfully passed all CPA exams and became a licensed CPA in August of 2023
Bryce and his wife, Chelsea, plan to live in the Ankeny area. They enjoy going on walks with their dog and spending time with friends and family.
Job Titles:
- Client Service Specialist
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 Upper Iowa University, passed the CPA exam, and working in the accounting and financial reporting industry for 34 years.
Cindy and her husband Dave, have lived in Ankeny for 34 years and raised their son, Tyler, here. They enjoy fishing, boating, and watching Iowa and Iowa State football games.
Job Titles:
- Independent Educational Consultant
- Owner of College Connectors
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 our clients have easy access to her expertise as they carefully consider the academic, social, and financial factors that make a college a good investment. Diana received her B.A. from the University of Iowa and a certificate in Independent Educational Consulting from the University of California, Irvine. She is a member of the Independent Educational Consultants Association (IECA), Higher Educational Consultants Association (HECA), and the Iowa Association of College Admissions Counseling.
Diana is married to Tim, and they have two grown children. When not touring college campuses, she enjoys biking Iowa trails. One of her goals is to explore bike trails in all 50 states.
Tara joined our team in 2015. Delivering first-class client service is her specialty. Her primary responsibilities include preparing client portfolio reviews, maintaining asset allocations, executing investment orders, and managing information technology. WealthCharter clients benefit from her enthusiasm, knowledge, and 10+ years of experience in the financial services industry. She holds her Series 7 and 26 licenses and has a Bachelor of Science in Business Administration from Grand View University.
Tara enjoys spending time with her husband Jesse and their two children, Nathan and Paige. In their free time, they enjoy finding new experiences and creating memories as a family.
Tim Hawkins made the leap and started a financial planning practice in 2000. From the beginning, he set out to create a unique business model; 1) to act as a fiduciary putting the interests of clients first, and 2) to provide a high degree of knowledge regarding retirement plan rules, social security planning, tax rules, and investments.
Tim and his family love sailing, and over the years, the nexus between sailing and retirement planning became more apparent to him. The thing he loves most about sailing is the preparation that goes into the trip. This includes pouring over charts to determine the best route, evaluating weather and wind forecasts to determine timing, assessing the craft and gear to ensure they are in good working order, and provisioning the boat to keep the crew fed. This type of preparation is also critical in helping his clients chart a course for their retirement. Tim helps clients determine what their destination looks like, evaluates the best way to get there, monitors the progress, and adjusts the course as needed.
Tim completed the Certified Public Accounting (CPA) exam and is a Certified Financial Planner (CFP™). He received his BS in Accounting from Iowa State University and his MBA from California State University Northridge.