Maya Moroney is a financial advisor at Weitzel Financial Services, Inc. in Dubuque, IA. She holds a Series 65 credential and has recently begun her career in the financial industry. Prior to this role, she worked in education and community credit unions. Weitzel Financial Services provides advisory services to individuals, foundations, charitable organizations, and businesses. The firm employs a goal-based, long-term investment approach with an emphasis on global diversification and asset allocation, offering both discretionary and non-discretionary portfolio management alongside financial planning and automated advisory options.

Timothy Weitzel is a financial advisor at Weitzel Financial Services, Inc. in Dubuque, IA, with 44 years of industry experience. He has been with Weitzel Financial Services since 1990 and holds Series 63 and Series 65 licenses. In addition to his advisory role, he is an independent insurance agent affiliated with the firm. Weitzel Financial Services provides comprehensive financial planning and portfolio management to individuals, high-net-worth clients, foundations, charitable organizations, and businesses. The firm employs a goal-based, long-term investment approach with global diversification and a blend of active and passive strategies, and it also offers educational seminars and automated advisory options.

Matthew Moore is a financial advisor with Weitzel Financial Services, Inc. in Dubuque, IA, holding Series 63 and Series 65 licenses and bringing six years of industry experience. He has worked at Weitzel Financial Services since 2018 and also serves as a caseworker for the Iowa Medicaid Program, supporting life skills development for mentally and socially handicapped youth. Weitzel Financial Services serves individuals, foundations, charitable organizations, and businesses with comprehensive financial planning and portfolio management focused on a goal-based, long-term investment approach that includes global diversification and a blend of active and passive strategies. The firm combines advisory services with brokerage and insurance offerings and supports over 1,100 client relationships through a small team of six advisors.

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 Dubuque, IA, holding Series 63 and Series 65 designations and possessing 16 years of industry experience. He has worked with Weitzel Financial Services since 2010. In addition to his advisory role, he is also involved as an insurance agent, offering insurance products through an affiliated agency. Weitzel Financial Services provides financial planning and portfolio management to individuals, high-net-worth clients, foundations, charitable organizations, and businesses. The firm employs a goal-based, long-term investment approach emphasizing global diversification, asset allocation, and a mix of active and passive strategies, and also conducts educational seminars for its client base.