Megan Rosenstiel, CFP®, CDFA™, AWMA®, ADPA®, LTCP
Director of Advisory Services & Partner
As both an Advisor and Partner, Megan focuses on the complex situations of our clients. Megan joined Gilbert & Cook in 2006, beginning as a Relationship Manager, re-positioning into Planning in 2010, becoming a Lead Advisor in 2016 and a Partner in 2018.
She has earned the following designations and certifications: Certified Financial Planner (CFP®), Certified Divorce
Financial Analyst (CDFA™), Accredited Wealth Management Advisor (AWMA®), Accredited Domestic Partner Advisor (ADPA®), and Long Term Care Professional (LTCP). * Megan earned her bachelor’s degree from the University of Iowa.
Megan is currently a member of the Des Moines Estate Planners, and previously served as President for the Financial Planning Association’s (FPA) Iowa Chapter. It is a priority to attend national conferences and educational opportunities which allow her to stay current in the world of Financial Planning.
Megan and her husband Chad live in West Des Moines with their 2 children William and Stella. They are supporters of Count the Kicks organization which they credit with saving their son William’s life. The Rosenstiel family keep busy with baseball, football, basketball, gymnastics, and all things kid activity! They enjoy being part of the West Des Moines community and supporting the arts.