- Accredited Investment Fiduciary®
- FINRA Series 7 & 66
- Iowa Life, Health, & Accidental Death and Dismemberment Insurance License
- Forbes’ ‘Best in State’ Wealth Advisors List, 2018 & 2019*
- Forbes’ ‘Next-Gen Wealth Advisors’ List, 2018 & 2019*
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.
CERTIFICATIONS & ACCOMPLISHMENTS:
- Big picture, Direct, Determined
IN THE COMMUNITY:
- Past Board Member, Iowa City Hospice
- Wounded Warrior Project
- Eastern Iowa Honor Flight Pulling for Honor, in partnership with the Iowa City Police Department
- Community Foundation of Johnson County Volunteer
- Houses Into Homes Board of Directors
*To compile its annual list,* Barron’s, a leading financial publication, uses data provided by some of the nation’s most productive advisors. Barron’s takes a number of criteria into account for this state-by-state ranking, including assets under management; revenues generated by advisors for their firms; quality of practices, which includes examination of regulatory records; and philanthropic work. Overall, 6,000 advisors were considered, and 1,200 (20 percent of candidates) were recognized. This list includes both Registered Investment Advisers and Investment Adviser Representatives; some states may include more advisors than others, in proportion to state populations.
**The 2018 ranking of Forbes’ Top 1,000 Next Generation Wealth Advisors(1) recognizes advisors born in 1980 or later with a minimum of four years of experience. Advisors were rated based on a proprietary algorithm of qualitative and quantitative criteria: assets under management, revenues generated for their firms, client retention, industry experience, credentials, and compliance records. SHOOK Research also employs an opinion-based weighting system that prioritizes its preferred “best practices,” which include business models, activities, processes, and structure. Overall, 5,832 advisors were considered, and 1,000 (17 percent of candidates) were recognized. The full methodology that Forbes developed in partnership with SHOOK Research is available at https://urldefense.com/v3/__
***The 2018 ranking of the Forbes’ Best-in-State Wealth Advisors list was developed by SHOOK Research and is based on in-person and telephone due-diligence meetings to evaluate each advisor qualitatively and on a ranking algorithm that includes client retention, industry experience, review of compliance records, firm nominations, and quantitative criteria (including assets under management and revenue generated for their firms). Overall, 21,000 advisors were considered, and 2,213 (10.5 percent of candidates) were recognized. The full methodology that Forbes developed in partnership with SHOOK Research is available at https://urldefense.com/v3/__