“I’m proud to work at a company that truly does what is best for our clients and has a team with the knowledge and expertise to serve clients the way they deserve.”

As the Director of Financial Planning, Reece leads the financial planning team in developing and executing sophisticated planning strategies for each of our clients. Reece knows that each client is unique and requires dedicated time and care, to tailor a financial plan that aligns with their future goals.

Reece graduated from the University of Northern Iowa in 2006, where he pursued a Bachelor’s degree in Economics, accompanied by a Minor in Music. Reece went on to obtain the CERTIFIED FINANCIAL PLANNER™ certification in 2013. Having a quest to grow and improve, Reece acquired the Retirement Income Certified Professional® designation in 2019, and the Certified Exit Planning Advisor (CEPA) credential in 2022. Reece is a member of the Financial Planning Association of Iowa and a proud parent of the Jefferson Elementary School PTA.

Reece and his wife Andrea, and their two daughters live in Des Moines. They love cooking together as a family and creating unique recipes to share. Each summer, Reece and his family take a trip to a new destination.