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Our Difference Is

Your Advantage

We surround clients with collaborative problem solvers. We put the needs of our clients, the team, and our community above our individual desires.

Introducing the local team, as well our strategic partners who provide a tremendous amount of support and experience in Des Moines, Iowa. We’re the ones that make Clevenger Financial different.


COMPREHENSIVE

Holistic financial solutions

COLLABORATIVE

Team-based approach

CREDENTIALED

Depth of EXPERIENCE

CONNECTED

Our work is personal




Lane Clevenger, CFP® Photo
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Lane Clevenger, CFP®

Team Leader


LANE CLEVENGER, CFP®

Team Leader

lane@clevengerfinancial.com

Lane takes a holistic approach to financial well-being. As a team leader, his role is to serve as the “financial quarterback” and coordinator for all of your financial needs. As a CFP® (CERTIFIED FINANCIAL PLANNER) professional, Lane puts the golden rule into action daily. Lane holds Series 7 and Series 65 securities registrations. He also holds life and health insurance licenses, and serves clients across the nation. Lane married up, and together he and Abby are raising three strong leaders.

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David Harris, AIF®

Financial Advisor

DAVID HARRIS, AIF®

Financial Advisor

david@clevengerfinancial.com


David is focused on providing simple financial solutions that help guide your financial journey.  He is highly skilled at using insights and data to drive decision making, financial plan construction, and implementation.  David earned a Bachelor’s degree from the University of Kansas, holds Series 7, 63, & 65 securities registrations, and also maintains life and health insurance licenses.



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Kristyn Taylor

Office Manager


KRISTYN TAYLOR

Office Manager

kristyn@clevengerfinancial.com

Kristyn is the glue that holds it all together! As Office Manager, Kristyn makes sure that t’s are crossed and i’s dotted. She shares the firm’s level of concern and commitment to take care of our clients as job number one. Kristyn’s attention to detail makes the office run like a well-oiled machine. Kristyn enjoys reading, walks with her dog, hiking with friends, and time with her nephew and family. 



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Jared Sutton, CFA, CFP®

Investment Committee*

JARED SUTTON, CFA, CFP®

Investment Committee*

j.sutton@vfghelps.com

Current Role and Background

Jared works to help people get clear about their objectives, why they’re important and how to make them happen. The firm takes a “whole person” approach. Our comprehensive, values-based method is highly valued by clients and is revolutionizing the way planning should be. Jared’s background includes technology and finance. He also holds the highly regarded industry designations of Certified Financial Planner and Chartered Financial Analyst (CFA®).

Attended

Indiana University - Bloomington, Business and Computer Science
University of Iowa, MBA with Finance Emphasis

First Job

Becoming a nerd for open source platforms while working with an internet company.

Outside of Work…

I read, volunteer, and enjoy time in nature with my wife and critters.


James Wessels, CPA/PFS, CFA® Photo
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James Wessels, CPA/PFS, CFA®

Investment Committee*

JAMES WESSELS, CPA/PFS, CFA®

Investment Committee*

j.wessels@vfghelps.com

Current Role and Background

Jim's financial career spans two decades. He has built a diverse background in pension, tax planning**, estate planning strategies, financial planning and investments.

Jim acquired a deep understanding of all types of retirement plans in his years at a global financial services company where he consulted with other professionals and business owners to help design effective, goal-based pension programs. Jim also served as a mutual fund analyst where he covered financial services, outsourcing, health care, energy, and utility industries. His most extensive analysis was with oil and gas where he led coverage of the energy industry for domestic and international companies.

Jim holds a Certified Public Accountant (CPA) designation. While he does not currently practice tax or public accounting, he did have his own tax practice. He uses this background to help clients with their overall financial planning and to tailor investments appropriately. His continuing education to maintain his CPA designation remains focused on trusts, taxation and estate planning. Through the American Institute of CPAs, Jim has earned the Personal Financial Specialist (PFS) credential, demonstrating his knowledge and experience in personal financial planning. Jim also holds the Chartered Financial Analyst (CFA) designation.

Attended

University of Iowa, BBA in Accounting
University of Iowa, MBA with Finance Emphasis

First Job

Mowing yards for neighbors

Outside of Work…

My wife Melissa and I have two children, Nicholas and Stephanie. I am an avid Iowa Hawkeye supporter. I’m also active in the Des Moines community. I serve as Treasurer of Central Iowa Shelter & Services and have served on the board of Junior Achievement, the Investment Committee of United Way of Central Iowa, and the Investment Committee of the United Way Emerging Leaders Initiative. I currently volunteer at the University of Iowa, serving as an Investment Advisory Board Member of the University of Iowa Krause Fund where I help oversee an investment fund run by students.

** Tax services provided by James Wessels.


Arild Holm, CFA® Photo
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Arild Holm, CFA®

Investment Committee*


ARILD HOLM, CFA®

INVESTMENT COMMITTEE*

a.holm@vfghelps.com

Current Role and Background

Arild brings three decades of extensive national and international experience as a financial analyst, researcher, and portfolio manager to our investment committee.  Arild adds significant depth to our investment philosophy and process for the benefit of clients. 

*Investment role for internal purposes only.

Phyllis Vance, CFA® Photo
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Phyllis Vance, CFA®

Chief Financial Strategist

Phyllis Vance, CFA®

CHIEF FINANCIAL STRATEGIST

p.vance@vfghelps.com

Current Role And Background

Phyllis is our Chief Financial Strategist, focusing on investment analysis. As a Chartered Financial Analyst (CFA), she adds an additional layer of perspective to the analytical approach of the Investment Committee. Phyllis has over thirty years of experience which includes serving as an analyst and portfolio manager for a global financial investment management firm. Her experience includes domestic and international equities as well as commercial real estate research.

Attended

Iowa State University, B.S. Industrial Administration

First Job

Cafeteria help

Outside Of Work…

My interests, outside of financial markets, include fly fishing, jewelry making, reading, and experimenting with new recipes. I am also learning to make quilts, and have joined a group that donates them.



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Matt Boehnke, CFP®

Director of Financial Planning

MATT BOEHNKE, CFP®

Director of Financial Planning

m.boehnke@vfghelps.com

Current Role and Background

Matt works on the development, analysis, and implementation of financial plans with our clients.  Matt began his career in the financial services industry in 2002 with a global financial services company as a registered representative.

Attended

The University of Iowa, Bachelor’s Degree

First Job

Environmental and Inventory Management Specialist at Snow’s Town & Country

Outside of Work…

I live in West Des Moines with my two children, Eric and Emily. I am an active member in my church and enjoy traveling with my family, golfing and supporting the Iowa Hawkeyes.


Eric E. Johnson, JD, CPA, CLU, CHFC Photo
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Eric E. Johnson, JD, CPA, CLU, CHFC

Director of Business Services

ERIC E. JOHNSON, JD**, CPA, CLU, CHFC

Director of Business services

e.johnson@taghelps.com

Current Role and Background

Eric serves as a subject matter expert on topics related to life insurance, qualified and non-qualified retirement plans, and tax planning***. Prior to working at Vision Financial Group he spent 11 years as the director of advanced markets at a large financial services company, focusing on case design and implementation of life insurance and annuity solutions. Eric also has 12 years of experience with two CPA firms, where he designed and administered qualified and non-qualified deferred compensation plans. He also served as a trust officer at a major bank.

Attended

University of Iowa, Bachelor of Business Administration in Finance and Economics

Drake University Law School, Doctor of Jurisprudence

First Job

A paperboy….back when papers were actually delivered door to door!

Outside of Work…

I’m spending time with my wife Karen and our two sons, Jared and Justin. I am an avid golfer and outdoorsman. When the weather doesn’t cooperate I can be found with a book in my hand reading nonfiction “whodunnit” thrillers.

** Not engaged in the practice of law.

*** Tax services provided by Eric Johnson.

 
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Nate Maly

Retirement Plan Service Associate

NATE MALY

RETIREMENT PLAN SERVICE ASSOCIATE

n.maly@vfghelps.com

Current Role and Background

Nate facilitates the review of plan information for clients and advisors, coordinates service provider proposals, and assists in the resolution of inquiries.

Attended

The University of Iowa, Entrepreneurial Business Management

First Job

Working the produce section at a grocery store

Outside of Work…

I enjoy being outdoors.  My favorite activities are fishing, hunting, and kayaking.  I also enjoy playing video games, reading, and finding new shows on Netflix.