Hard-working. Goal-oriented. Decisive. The same qualities that make Eli one of *BARRON’S Top Advisors & *FORBES Next Generation and Best in State Advisors serve him well as United Iowa Financial’s Chief Financial Officer, where he helped establish a collaborative workplace culture seldom found in the industry.
As CFO, Eli works to ensure the financial commitment made to staff, clients, and our communities remain strong and progressive both today and for years to come. In an ever-changing industry landscape, Eli uses his education in Economics and International Business to maintain a strong platform for United Iowa Financial advisors to offer exceptional, consistent service to clients and our community partners.
Eli’s single greatest priority is making sure every United Iowa Financial client has a trusted financial partner who can help them confidently navigate the unknowns in life. Whether he is personally advising clients—his favorite part of the job—or assisting the team, Eli values decision-making that incorporates not only numbers but the human element.
A natural-born leader, Eli has spent more than a decade coaching youth and high school sports. This experience has been especially valuable in allowing Eli to better understand the goals and challenges his clients face, helping him to carry on the title of “coach” in his professional life.
INVESTMENT STYLE:
*2023 Forbes Best In State Wealth Advisors, created by SHOOK Research. Presented in April 2023 based on data gathered from June 2021 to June 2022. 22,243 were considered, 7,321 advisors were recognized. Advisors pay a fee to hold out marketing materials. Not indicative of advisor’s future performance. Your experience may vary. Click here for more award information.
**2019 Forbes Top Next-Gen Wealth Advisors Best in State, created by SHOOK Research. Presented in June 2019 based on data gathered from March 2018 to March 2019. 6,389 Advisors were considered, 1,495 Advisors were recognized. Not indicative of advisor’s future performance. Your experience may vary. Click here for more award information.
***2023 Barron's Top 1200 Advisors, created by Barron's. Presented in March 2023 based on data gathered from Sept 2021 to Sept 2022. 5,630 Advisors were considered, 1200 Advisors were recognized. Advisors pay a fee to hold out marketing materials. Not indicative of advisor’s future performance. Your experience may vary. Click here for most recent award information.