Pella, IA Office

Zachary Vande Weerd is a financial advisor at CWM, LLC with two years of industry experience. He holds a Series 65 designation and has worked previously at Carson Wealth, KPMG, Marion County Bank, and in academic roles at the University of Missouri and University of Northern Iowa. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a large network of partner offices and advisors. The firm manages discretionary accounts using model portfolios and employs a combination of fundamental and technical analysis, third-party sub-advisors, and customized tools, with an emphasis on retirement plan services and fiduciary processes.

Tricia De Haan is a financial advisor at CWM, LLC with five years of industry experience. She holds a Series 66 designation and has worked at several firms including Carson Wealth, Raymond James Financial, and Marion County Bank. Outside of her advisory role, she serves as secretary for a local religious organization, New Life Prison Church. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a network of more than 600 advisors. The firm typically manages accounts on a discretionary basis using model portfolios governed by an in-house Investment Committee and offers a range of portfolio management, financial planning, and retirement-plan services.

Samuel Vandeweerd is a financial advisor with CWM, LLC, holding Series 63 and Series 65 credentials and 22 years of industry experience. His prior work includes roles at Cetera Wealth Services, Carson Wealth, Main Street Advisory Group, Raymond James Financial Services, and Marion County Bank. Outside of advisory work, he owns a business that sells supplements online. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a network of over 600 advisors. The firm manages accounts primarily on a discretionary basis using model portfolios and combines fundamental and technical analysis with third-party sub-advisors and customization tools.