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Iowa Certified Divorce Financial Analysts™
Cathy Adams, CDFA™
U.S. Bank, N.A.
405 Main Street, Ames IA 50010
Phone: 515-239-3619
E-mail: cathy.j.adams@usbank.com

Keith B. Anderson, CDFA™, CFP®
Wells Fargo Advisors
4344 Corporate Dr, W Des Moines IA 50265
Phone: 515-254-9400
E-mail: keith.anderson@wfadvisors.com

Melissa DeRocher, CDFA™, CPA
Houlihan & Associates, PC
4240 Hickory Lane, Suite 100, Hickory Plaza, Sioux City IA 51106
Phone: 712-255-3450
E-mail: melissa@houlihancpa.com

Marlis Gilbert, CFP®, CDFA™
Gilbert & Cook, Inc.
2670 106th Street, Suite 220, Des Moines IA 50322
Phone: 515-270-6444
E-mail: mgilbert@gilbertcook.com

Cindy Sue Gleason, CDFA™, CFP®, ChFC®
Gleason Resource Group
212 E. 4th Street, Suite 106, Waterloo IA 50703
Phone: 319-234-0199
E-mail: cindy@gleasonresourcegroup.com

Barbara Hein, CFP®, CDFA™
Geneos Wealth Management, Inc.
12289 Stratford Drive, Clive IA 50235
Phone: 515-224-2035
E-mail: bhein@geneosadvisors.com

Ann Elizabeth Montgomery, CDFA™

Phone: 515-360-5947
E-mail: amontgomery526@gmail.com

Karen Petersen, CFP®, CDFA™
More Than Money
2613 Northridge Parkway, Suite 102, Ames IA 50010
Phone: 515-232-2785
E-mail: karen@mymorethanmoney.net

Meredith Swanson, CDFA™, CIMA
Morgan Stanley Smith Barney
4201 Westown Parkway, Suite 320, West Des Moines IA 50266
Phone: 515-327-4824
E-mail: meredith.s.swanson@citi.com

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