Kade earned his BA degrees from Iowa State University in both accounting and finance. He also holds a graduate certificate from the College of Financial Planning. He is a member of the Iowa chapter of the Financial Planning Association (FPA) and is holds the CFP® (Certified Financial Planner) designation. He holds FINRA securities license Series 66.
Kade’s clients benefit from a close, personal relationship with him and objective advice aimed at getting them where they want to go in life. He has a broad range of experience in the banking and accounting industries, and is extremely passionate about personal finance. His industry experience includes income tax prep, credit analysis, and small business accounting. In addition, his clients appreciate the work experience he gained at his family-owned and operated sawmill in southeast Iowa. Between the ages of 14 and 25, he worked in all facets of the family business. By the time he left the business to pursue a career in financial services; he was familiar with the many challenges faced by family-owned and operated businesses.