Matthew Dietzenbach

RVPF exists to support professional women in medicine and their families ease the burden of financial decision making, planning, and management. The task of maintaining balance between the roles of professional, spouse, mother, sister, daughter, and friend can be overwhelming. RVPF is here to help. Betsy’s story begins in Iowa on a pretty typical small family farm. Her youth was spent playing sports, preparing projects for the county fair, a first job bagging groceries, and roaming about in a way that is atypical now. High school graduation sent her off toward a bachelor’s degree in Food Science. A couple collegiate job experiences included a test kitchen analyst for a large regional grocery store chain and quality control engineering position for the company that makes SPAM. Betsy then completed a master’s degree in family and consumer sciences, an area of study which gave rise to many of today’s collegiate financial planning programs. Four years of teaching personal finance to high school students while her new spouse completed medical school steered her toward a position as a personal financial counselor at Travis AFB in Fairfield, CA, where her spouse completed residency and eventually joined the teaching faculty. It was at the University of California Davis Extension where Betsy completed her CFP® professional certification and knew that she had found her calling. After over five years as an independent financial advisor, R&V Personal Finance, LLC, continues to serve women in medicine all over the country while expanding to provide a fee-only option for those who call the greater Decorah area home.

Ashton Schwickerath is a financial advisor at Principal Financial Services with one year of industry experience. He holds a Series 66 designation and previously worked at Dietzenbach Financial and Kout Farms. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm offers direct advisory programs, financial planning, and access to third-party money managers through various advisory and promoter arrangements.

Jason Knox is a financial advisor with Lincoln Investment, holding Series 63 and Series 65 licenses and 28 years of industry experience. He has been with Lincoln Investment since 2010 and previously operated Knox Financial Group for over two decades. Outside of his advisory work, he owns and operates Knox Financial Services, LLC, and Insurance Management Group, Inc. Lincoln Investment is an SEC-registered investment adviser and broker-dealer managing approximately $18.9 billion in assets through a network of nearly 900 advisors. The firm serves individuals, employers, retirement plan participants, charitable organizations, corporations, and other registered investment advisers, offering a range of financial planning, custom and model portfolio management, and access to third-party managers.

Eric Dietzenbach is a financial advisor with Principal Financial Services based in Calmar, IA, holding Series 63, 65, and 66 licenses and with four years of industry experience. His work history includes roles at Principal Life Insurance Company, Principal Securities Incorporated, and Dietzenbach Financial. Outside of his advisory work, he is involved in a local roofing business owned with his wife's family, where he contributes to business strategy. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions, with investment implementation typically handled on a discretionary basis.

Jonathan Pipho is a financial advisor with Principal Financial Services in Decorah, IA, holding Series 63 and Series 66 licenses and having 28 years of industry experience. His work history includes roles at Principal Securities Inc, Oneota Financial, Principal Life Insurance Company, Royal Alliance Associates, Inc., Signator Investors, Inc., and Transamerica Financial Advisors, Inc. Outside of his advisory work, he is an insurance agent for life, disability, annuities, health, and Medicare supplement products. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty military personnel abroad. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed accounts.

Londa Grinna is a CFP® and ChFC® with 24 years of industry experience, currently serving as a financial advisor at Cetera. She has been with Cetera and its affiliated entities since 2013. Outside of her advisory role, she is a 50% owner of Lifetime Financial Solutions and provides notary public services. Cetera Investment Advisers serves a diverse client base including individuals, high-net-worth clients, institutions, and retirement plans through a network of over 6,800 independent advisors. The firm offers a range of portfolio management, financial planning, and fiduciary solutions, combining advisor-managed accounts with firm-sponsored model portfolios and third-party managed options.