Accel Wealth Management

Ryan Hervey is a financial advisor with Accel Wealth Management, holding Series 63 and Series 65 licenses and 13 years of industry experience. He previously worked at Northwest Wealth Management LLC for nine years before joining Accel Wealth Management in 2022. Accel Wealth Management is a team-based registered investment adviser managing approximately $1.15 billion for around 1,290 client relationships. The firm employs a total portfolio investment approach that emphasizes active, diversified allocations and long-term holdings, tailoring portfolios with written investment policy statements and utilizing third-party sub-advisers.

Juan Garcia Heredia is a financial advisor at Accel Wealth Management with one year of industry experience. He holds a Series 65 credential and has a background that includes roles at GM Financial and Elmcrest Country Club. Outside of advisory work, he is the owner of Vega Sports Academy, where he is involved in sports coaching and management. Accel Wealth Management is a team-based registered investment adviser managing approximately $1.15 billion for around 1,290 client relationships. The firm employs a total portfolio investment approach that emphasizes active, diversified allocations and long-term purchases, tailoring portfolios through written investment policy statements.

Mitchell Cook is a financial advisor at Accel Wealth Management with 20 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at several firms, including The O.N. Equity Sales Company, Ohio National Financial Services, and Unified Trust Company, N.A. Outside of his advisory role, he is involved in educating and consulting clients on insurance and annuity products tailored to their personal needs. Accel Wealth Management is a team-based registered investment adviser managing approximately $1.15 billion across around 1,290 client relationships. The firm follows a “total portfolio” investment approach with active, diversified allocations and long-term holdings, offering discretionary portfolio management, financial planning, pension consulting, and employee financial-education services.

Scott Durscher is a financial advisor with Accel Wealth Management in Waverly, IA, holding Series 63 and Series 65 licenses and with 28 years of industry experience. He has worked at several firms, including Brokers International Financial Services and Marsh McLennan Agency. Outside of his advisory work, he assists with annual ledger audits for the Bremer County Conservation Board Support Group. Accel Wealth Management is a team-based registered investment adviser managing approximately $1.15 billion for around 1,290 client relationships. The firm offers discretionary portfolio management, financial planning, pension consulting, and employee financial-education presentations, using an active, diversified investment approach tailored by written investment policy statements.

Michele Krueger is a financial advisor with Accel Wealth Management in Waverly, IA, holding Series 63 and Series 66 licenses and with 25 years of industry experience. Her prior roles include positions at Integrity Alliance, LLC and Cambridge Investment Research, Inc. She has been associated with Accel Wealth Management since 2017. Accel Wealth Management is a team-based registered investment adviser managing approximately $1.15 billion across about 1,290 client relationships. The firm employs a total portfolio investment approach focused on active, diversified allocations and long-term purchases, providing discretionary portfolio management, financial planning, pension consulting, and employee financial-education presentations.

Todd Manternach is a financial advisor with Accel Wealth Management in Waverly, IA, holding the ChFC® designation and Series 63 and 65 licenses. He has 38 years of industry experience, including roles at Ameritas Investment Corp and Brokers International Financial Services. Manternach is also owner and president of Manternach & Assoc., a corporation focused on retirement planning and non-securities business activities. Accel Wealth Management is a team-based registered investment adviser managing approximately $1.15 billion across 1,290 client relationships. The firm employs a total portfolio approach with active, diversified allocations tailored by written investment policy statements and offers discretionary portfolio management, financial planning, pension consulting, and employee financial-education presentations.

Jason Willenborg is a financial advisor at Accel Wealth Management with 19 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Premier Advisors and Ameritas Investment Corp. Willenborg is also a licensed independent insurance agent specializing in fixed insurance products. Accel Wealth Management is a team-based registered investment adviser managing approximately $1.15 billion across about 1,290 client relationships. The firm provides discretionary portfolio management, financial planning, pension consulting, and employee financial-education services, utilizing an active, diversified investment approach tailored through written policy statements.

Matthew Temple is a financial advisor at Accel Wealth Management with five years of industry experience. He holds a Series 66 designation and previously worked at Brokers International Financial Services and Nestle. In addition to his advisory role, he is involved in life and health insurance sales related to financial planning. Accel Wealth Management is a team-based registered investment adviser managing approximately $1.15 billion across about 1,290 client relationships. The firm provides discretionary portfolio management, financial planning, pension consulting, and employee financial education, using a total portfolio approach with active, diversified allocations tailored to individual client needs.

Stacie Brass is a financial advisor at Accel Wealth Management with 33 years of industry experience. She holds Series 63 and Series 66 credentials and has been with Accel Wealth Management since 2016. Brass is a member of the Community Foundation of Northeast Iowa’s Distribution Committee and serves on its board. Accel Wealth Management is a team-based registered investment adviser managing approximately $1.15 billion across about 1,290 client relationships. The firm employs a “total portfolio” investment approach that emphasizes active, diversified allocations and long-term holdings, tailoring strategies to individual client needs with the use of written investment policy statements.

Anthony Gaiffe is a CFP® professional with 26 years of industry experience. He has been with Accel Wealth Management since 2019 and previously worked at firms including Premier Advisors, Ameritas Investment Corp, and Charles Schwab. Gaiffe serves as a board member for the Prairie School Foundation, an educational nonprofit. Accel Wealth Management is a team-based registered investment adviser managing approximately $1.15 billion for about 1,290 client relationships. The firm employs a total portfolio approach focused on active, diversified allocations and long-term investments, providing discretionary portfolio management, financial planning, pension consulting, and employee financial education.