Matthew R. Banzhaf, CFP^®, AIF^®

Book directly only my calendar here. 

For over 15 years, I’ve specialized in creating customized financial plans tailored to the individual needs of medical professionals, business owners, and individuals. My mission is to help clients develop strategic, personalized roadmaps that align with their financial goals and life ambitions. A graduate of Grand View University with a degree in Business Finance, I began my career as an intern with Jon—and knew immediately this was the path for me.

I hold the FINRA Series 6, 7, 63, and 65 securities registrations, along with the CERTIFIED FINANCIAL PLANNER^® certification and Accredited Investment Fiduciary® (AIF®) designation. I’m actively involved with the National Association of Insurance and Financial Advisors (NAIFA) and serve as the Immediate Past President for Link Associates. 

I live in Grimes with my wife, Sam, and our two sons, Jude and Hayes, who keep life full of energy and adventure.