Maya Wachter is a financial advisor with Weitzel Financial Services, Inc. in Dubuque, IA. She holds a Series 65 designation and has recently begun her career in the industry. Prior to joining the firm, she worked in education and community credit unions. Weitzel Financial Services provides advisory services to individuals, foundations, charitable organizations, and businesses, offering comprehensive financial planning and portfolio management through a goal-based, long-term approach that emphasizes diversification and asset allocation. The firm combines discretionary and non-discretionary management with educational seminars and automated advisory options.

Timothy Weitzel is a financial advisor at Weitzel Financial Services, Inc. in Dubuque, IA, with 43 years of industry experience. He has been with Weitzel Financial Services since 1990. In addition to his advisory role, he works as an independent insurance agent through the affiliated agency, dedicating a small portion of his time to insurance services. Weitzel Financial Services serves individuals, foundations, charitable organizations, and businesses, providing comprehensive financial planning and portfolio management with a goal-based, long-term investment approach that emphasizes diversification and asset allocation. The firm offers both discretionary and non-discretionary management, incorporates automated advisory options, and conducts educational seminars.

Jake Layman is an advisor at Weitzel Financial Services, Inc. in Dubuque, IA, holding Series 63 and Series 65 licenses. He has under one year of industry experience and has held positions at multiple organizations including JB Ventures, Sanford Health, and Security National Bank of South Dakota. Weitzel Financial Services provides financial planning and portfolio management services to individuals, foundations, charitable organizations, and businesses. The firm employs a goal-based, long-term investment approach with diverse strategies and offers both discretionary and non-discretionary management alongside educational seminars.

Matthew Moore is a financial advisor at Weitzel Financial Services, Inc. in Dubuque, IA, with six years of industry experience. He holds Series 65 and Series 63 registrations and has worked at Weitzel Financial Services since 2018. Outside of his advisory role, Moore is a caseworker for the Iowa Medicaid Program, assisting individuals with developmental disabilities. Weitzel Financial Services provides financial planning and portfolio management to individuals, including high-net-worth clients, foundations, and businesses. The firm uses a goal-based, long-term investment approach that incorporates global diversification and a mix of strategies, delivering services through discretionary and non-discretionary management alongside automated advisory options and educational seminars.

Raymond Quint is a financial advisor with Weitzel Financial Services, Inc. in Dubuque, IA, holding Series 63 and Series 65 credentials and bringing 38 years of industry experience. He has been with Weitzel Financial Services since 2013 and concurrently leads Ray Quint & Associates, Inc., where he serves in multiple executive roles in insurance sales. Weitzel Financial Services offers comprehensive financial planning and portfolio management to individuals, foundations, charitable organizations, and businesses. The firm uses a goal-based, long-term investment approach with diversified strategies and conducts educational seminars while managing a sizable client base with a small advisory team.

Martin Berger is a financial advisor at Weitzel Financial Services, Inc. in Dubuque, IA, holding Series 63 and Series 65 credentials with 44 years of industry experience. He has been with Weitzel Financial Services since 2015 and has owned Berger Benefits, a life and health insurance agency, since 2000. Weitzel Financial Services serves individuals, high-net-worth clients, foundations, charitable organizations, and businesses with comprehensive financial planning and portfolio management services. The firm employs a goal-based, long-term investment approach emphasizing diversification, asset allocation, and a blend of active and passive strategies, supported by model allocations and multiple platform solutions.

Bradley Weitzel is a financial advisor with Weitzel Financial Services, Inc. in Council Bluffs, IA. He holds Series 63 and Series 65 licenses and has 16 years of industry experience, all with his current firm. Bradley also acts as an insurance agent, offering insurance products through an affiliated agency. Weitzel Financial Services serves individuals, foundations, charitable organizations, and businesses with comprehensive financial planning and portfolio management. The firm uses a goal-based, long-term investment approach that emphasizes global diversification, asset allocation, and a blend of active and passive strategies.