BerganKDV Wealth Management, LLC is excited to announce that Bryan Stobb, CFP®, CIMA® has joined the firm as a Senior Wealth Advisor. In his new role, Stobb will focus on serving clients and their wealth management needs throughout the Iowa City and Cedar Rapids region. Stobb brings over 10 years of financial services experience to the firm with a focus on serving high net worth retirees, working professionals, and business owners. He is based out of the firm’s Cedar Rapids office.
“Bryan will be a great asset to our Cedar Rapids and Iowa City markets,” said Matt Cosgriff CFP®, Wealth Management Solutions Leader at BerganKDV. “His deep technical expertise and care for clients will be of tremendous value for our current and prospective clients in Eastern Iowa. His care for clients and passion for his community is demonstrated by his actions, and I am elated to have him on board our team.”
Stobb graduated from Mount Mercy University with a bachelor’s degree in marketing and earned his master’s degree in financial planning and analysis from Indiana Wesleyan University. He is a Certified Financial Planner (CFP®) and a Certified Investment Management Analyst (CIMA®).
Stobb is an active member of the Cedar Rapids community. He holds the position of President of the Board for the Cedar Valley Habitat for Humanity, is a board member of the Cedar Rapids Opera Theatre and a committee member for the local Boys and Girls Club.
(#)
