I partner with individuals and families committed to building a better financial future. I offer actionable strategies to overcome complexity and designed to help my clients live comfortably and create meaningful legacies. Whether it's retirement, taking care of your family, growing your business, or fulfilling your charitable wishes, I take the time to fully understand your unique story and can create a personalized strategy to help meet your specific goals.
Since joining Edward Jones in 2000, as a lifelong learner, I have earned the CERTIFIED FINANCIAL PLANNER™ certification, Chartered Life Underwriter® and Accredited Asset Management Specialist® professional designations, to serve my clients more deeply. I am proud to have been named among the 2022 Forbes Best-in-State Wealth Advisors ranking [Source: Forbes.com – April 2022; data as of 6/30/21]. I received both my B.S. in business administration and my M.B.A. from Kansas State University. I also hold a graduate certificate in Family Financial Planning from Iowa State University. In addition, as an adjunct professor, I taught a "Managing Individual Finances" course at Drake University.
My wife, Carmen, and I reside in Ankeny with our four children: Avah, Lucas, Linley and Emery. I am passionate about my community. We attend Real Life Church and I serve on the board of directors at Starts Right Here, a local non-profit that helps troubled children get back on track, gain a high school education and find employment.
During the holidays and the cold Iowa winters, I enjoy putting puzzles together. Seeing the big picture of a puzzle takes patience, determination and attention to detail. I strive to utilize these same skills to find the piece of the puzzle that can help you bring your big picture to life.
- Retirement Income Strategies
- Retirement Savings Strategies
- Wealth Strategies
- Insurance & Annuities
- Estate & Legacy Strategies
My Personal Interests
- Spending Time with Family
- Health & Nutrition
Phone NumberBrian D Herbel at (515) 964-1010
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