Arnold and Mote Wealth Management

Kyle Bakas is a financial advisor at Arnold and Mote Wealth Management with a Series 65 credential and one year of industry experience. He has been the Head Men's Soccer Coach at Coe College since 2019. Arnold and Mote Wealth Management serves individuals, trusts, estates, and small businesses by providing comprehensive financial planning and investment management. The firm emphasizes strategic asset allocation, global diversification, low-cost passive index funds and ETFs, and operates as a fee-only fiduciary with a flat annual fee model.

Matthew Hylland is a financial advisor at Arnold and Mote Wealth Management with 10 years of industry experience. He holds a Series 65 designation and previously worked at Hylland Capital Management, LLC, and the Department of Defense at Norfolk Naval Shipyard. Arnold and Mote Wealth Management serves individuals, trusts, estates, and small businesses, providing comprehensive financial planning and investment management through a four-advisor team. The firm emphasizes strategic asset allocation, global diversification, and low-cost passive investments, operating as a fee-only fiduciary with a flat annual fee model.

Quinn Arnold is a financial advisor with Arnold and Mote Wealth Management in Hiawatha, IA, holding a Series 65 credential and nine years of industry experience. He previously worked at Willis Towers Watson from 2006 to 2018 and has been with Arnold Financial Planning since 2016. Arnold and Mote Wealth Management serves individuals, trusts, estates, and small businesses by providing comprehensive financial planning, investment management, and employer retirement account oversight. The firm employs a strategic asset allocation approach focused on global diversification, low-cost index funds and ETFs, and written investment plans, operating as a fee-only fiduciary with a flat annual fee model.

Nicholas Ford is a financial advisor at Arnold & Mote Wealth Management with five years of industry experience. He holds a Series 65 credential and has been with Arnold & Mote since 2020. Prior to his financial advisory career, he worked at Woodruff Construction for 17 years. Outside of advising, Ford serves as president and managing member of Dumars Properties LLC and is treasurer of Coovergroup LLC, a web design company. Arnold & Mote Wealth Management serves individuals, trusts, estates, and small businesses by providing comprehensive financial planning, investment management, and oversight of employer retirement accounts. The firm employs a fee-only fiduciary model, emphasizing strategic asset allocation, global diversification, low-cost passive funds, and written investment plans.

After a successful career in Information Technology at a local aerospace and defense company, I transitioned into financial planning to focus on what I found most meaningful: helping people make thoughtful decisions about their money and their future. I earned my CERTIFIED FINANCIAL PLANNER™ designation in 2024 and founded Custom Fit Financial to serve individuals and families who are often overlooked by firms with high minimums or product-driven models. Custom Fit Financial is a fee-only, advice-only firm based in Cedar Rapids, Iowa. I work with clients nationwide through a virtual planning model and also offer in-person meetings for clients in the Cedar Rapids area. My services are provided on a project-based and hourly basis, with no long-term contracts, commissions, or account minimums. My work often focuses on retirement and pre-retirement planning, tax strategies, and helping DIY investors gain clarity and confidence. I believe financial planning works best when it is personal, understandable, and flexible. My role is to help clients simplify complex decisions, avoid costly mistakes, and build a plan that fits their life and values. I offer an initial complimentary 30-minute conversation so we can explore your goals, answer questions, and determine whether working together feels like a good fit.