Meet Our Team
IMPORTANT ANNOUNCEMENT!
Gina Cunningham is a Partner of the Firm
We are thrilled to announce that Gina Cunningham, COO, has become the newest partner in McGill Junge Wealth Management. Gina has been key to the success of our firm since she joined 3 years ago by providing support and lift to team members and founders who were juggling both working in and on the business, enabling the firm to continue to grow without affecting our highest priority focus, which is client, team and community impact.
Congratulations Gina, we’re extremely proud of your achievements and are eager to see where your dedication and expertise take us in the future.
EXPERT GUIDANCE TO MAXIMIZE YOUR FINANCIAL RESOURCES
At McGill Junge Wealth Management, our team is dedicated to providing you with the very best service, working with you to develop solutions that fit your individual needs. Our emphasis on client satisfaction and specialized attention combined with our unique skills creates a climate of success.
Ed McGill CFP®, CLU®, ChFC®, AEP®, RICP®
Co-Founder and Partner, Private Wealth Advisor
Ed McGill partnered with Ross Junge in 2013. Prior to establishing their firm, Ed had 22 years of experience as a financial advisor. He has an extensive background in asset and income protection, wealth management, incentive compensation plans and comprehensive financial planning for both individuals and businesses. Ed brings an expertise to our clients in tax efficient retirement distribution planning. Ed has been the guest speaker at the National Wealth Management Conference, the National Retirement Conference and many firms across the country; educating colleagues on the integration of investments and insurance to improve outcomes.
Ed graduated with a degree from Drake University’s College of Business. He has earned his Certified Financial Planner (CFP®) designation, as well as, Chartered Life Underwriter (CLU®), Chartered Financial Consultant (ChFC®), Chartered Advisor for Senior Living (CASL®), Retirement Income Certified Professional (RICP®) and Accredited Estate Planner (AEP®).
Ed has volunteered for over 15 years as a coach for numerous youth basketball, football and baseball teams. He has been an active volunteer at Lutheran Church of Hope, Orchard Place and the United Way. He also volunteers for and supports Fellowship of Christian Athletes, the Greater Des Moines Partnership, Coaches Against Cancer, Impact Iowa’s Heroes and Habitat for Humanity. Ed joined the board of Starts Right Here in 2021.
Ed and his wife, Dawn, live in West Des Moines and have three children – Turner, Carson and Blake. In his free time, Ed is an avid reader; he usually has his nose in at least two books at a time! He also loves staying physically active, traveling with his family, going to movies, playing video golf (because he’s terrible at the real thing!) and supporting his Huskers.
Associations and Memberships
- FPA Financial Planners Association
- Northwestern Mutual Sophisticated Advisors & Ensembles Leadership Committee
- Greater Des Moines Partnership
- United Way Toqueville Society
- Iowa Association of Business and Industry
- NAEPC National Association of Estate Planners & Councils
- Community Foundation of Greater Des Moines Advisory Council
- AALU Association for Advanced Life Underwriting
- Clientwise Enterprise Leaders
- Mid Iowa Estate Planning Council
- Iowa Hospital Association
- ISPG Integrated Planners National Study Group
Ross Junge CFA®, CAIA, CEPA®, RICP®, MBA
Co-Founder and Partner, Private Wealth Advisor
Ross Junge partnered with Ed McGill in 2013. Prior to their partnership, Ross had 21 years of experience in the financial services and asset management industries as an investment analyst, trader, portfolio manager and the Chief Investment Officer-Fixed Income at Aviva Investors North America. His experience with retirement plans, asset allocation, portfolio management and risk management spans multiple market cycles and positions him well to lead and develop investment strategies and portfolio design in conjunction with our comprehensive financial planning for our clients.
Ross graduated from Simpson College with a Bachelor of Arts degree in Economics & Business Management. He also completed his MBA at the University of Iowa. He has earned his Chartered Financial Analyst (CFA®) designation, Retirement Income Certified Professional (RICP®), and is a Chartered Alternative Investment Analyst (CAIA).
Ross has volunteered for many years as a coach for youth basketball, baseball, softball and football teams. He has also served in leadership volunteer roles including the president of the DCG Youth Football Program, treasurer of the DCG Mustang Baseball Club and board member of the Grimes Community Foundation and Grimes Parks and Recreation Board. Ross has also been an active volunteer at the United Way of Central Iowa (Income Cabinet & Essential Needs Committee), Orchard Place, Youth Emergency Services Shelter and Meals from the Heartland. He and his wife, Deanna, live in Grimes with their three children. In his free time, Ross enjoys attending sporting events, golfing, boating, hunting, fishing, traveling and spending time with his family and friends.
Associations and Memberships
Before joining McGill Junge Wealth Management in 2021, Gina spent over 15 years in various finance and operational roles including investment accounting, investment operations, treasury and financial accounting & reporting. Gina held these positions in progressive levels of leadership within both insurance and investment companies. Gina has a passion for leadership and development as well as optimizing processes to enable teams to focus on areas with the most value add.
As Chief Operating Officer at McGill Junge, Gina oversees the design, enhancement, and implementation of firm operations, human resources, and management reporting as well as assisting with oversight of firm financial results. Gina also works closely with firm partners and leadership team in development and execution of firm strategic vision and business planning.
Gina completed her undergraduate degree in Accounting at Iowa State University and went on to earn her MBA from University of Iowa’s Tippie School of Management. She also earned her certification and license as a Certified Public Accountant (CPA).
Gina lives in Perry with her husband, Danny. Danny and Gina have two grown daughters, Skylar and Eliza. Gina spends her free time cheering on the Iowa State Cyclones, scrapbooking, and travelling or planning the next family adventure.
Associations and Memberships
Trent Burley CFP®, RICP®, AEP®, CAP®, MSFP
Partner and Private Wealth Advisor
Trent has been working with Ed McGill since 2010, after completing an internship with Northwestern Mutual. In his many years with our firm, he has grown from a young associate to our Director of Planning at McGill Junge Wealth Management. Trent oversees the development of comprehensive plans for our clients, the navigation of their estate planning issues and the collaboration with their attorneys and CPAs. His unfailing work ethic, his level of care for our clients and his unmatched attention to detail make him a highly respected and valued advisor at our firm.
Trent graduated from Buena Vista University where he double majored in finance and accounting. He also played on the football team and served on the Leadership Council. Trent has earned his Certified Financial Planner (CFP®) designation, as well as, Retirement Income Certified Professional (RICP®) and the Series 7 and Series 63 FINRA licenses.
Trent and his wife, Cait, live in West Des Moines and enjoy traveling and wine tasting. Trent is a member of the United Way Education Leadership Initiative, the Polk County I-Club and he serves on the Professional Advisor Council for the Community Foundation of Greater Des Moines. In his free time, he loves following the Hawkeyes and being physically active. He recently ran the Dam to Dam 20k and the IMT Des Moines Half Marathon! He also plays in an adult hockey league and enjoys golfing.
Associations and Memberships
Scott McEachron CFA®, CPWA®, MBA, CAIA
Partner and Private Wealth Advisor
As a Partner & Private Wealth Advisor, Scott works with affluent families to provide comprehensive wealth management services tailored to their unique goals and needs. With a deep understanding of investment strategies, estate planning, tax mitigation, and risk management, Scott helps his clients achieve their financial objectives and build a lasting legacy.
Prior to joining McGill Junge Wealth Management in 2017, Scott spent nearly a decade in institutional asset management as an analyst, trader and senior portfolio manager – with assets under management ranging between $5 - $50 billion. Scott completed his undergraduate degree in Finance at Iowa State University and earned his MBA from Creighton University. He has earned his Chartered Financial Analyst (CFA®) and Chartered Alternative Investment Analyst (CAIA) designations. Scott also received his Chartered Private Wealth Advisor (CPWA ®) designation from the Investment & Wealth Institute following executive education and evaluation from the Booth School of Business at the University of Chicago.
Scott lives in Waukee with his wife, Lindsay, and their three children; Ailey, Cora and Gibson. He spends his free time coaching and cheering on his kids at their activities and is an avid Cyclone fan. He is founding member of Junior Achievement Emerging Leaders Board and serves on the board of JDRF. He is a member of the Investments and Wealth Institute and the CFA Society of Iowa.
Associations and Memberships
Melissa joined McGill Junge Wealth Management in the fall of 2019. Although she came directly from Farm Bureau Financial Services, she previously worked for another Northwestern Mutual advisor in Waterloo for 5 years. Melissa has earned her Wealth Management Certified Professional (WMCP®) designation, her life and health insurance licenses, and her Series 6, 7, 26 and 63 FINRA registrations. As a Lead Advisor, Melissa is responsible for a wide variety of financial planning and investment management services. Her well-rounded knowledge with the financial and wealth management services sector makes her a great asset to the team.
Melissa graduated a semester early from the University of Northern Iowa with a marketing degree. While pursuing her degree, she was actively involved in Pi Sigma Epsilon, a national business organization, and sorority Gamma Phi Beta where she held positions including Assistant Membership VP, Social Chair and House Manager. Her favorite memories include volunteering with her sorority in their philanthropy events to support Girls On The Run.
Melissa resides in Waukee with her husband Michael, German Shepherd Hobbs and are expecting their first child in March 2024. Outside of work she and Michael like staying active with a game of pickleball, playing fetch with Hobbs or taking Hobbs on walks in the neighborhood. She also enjoys visiting friends out of state, traveling and cheering on her favorite teams - Iowa Hawkeyes, UNI Panthers, Denver Broncos, and Chicago Cubs.
Chad has had a lustrous career in the financial services industry for nearly a decade, including roles where he was responsible for delivering capital market updates, educating top financial advisors on different investment products and opportunities, and helping with custom case prep for key clients.
Chad earned his Certified Investment Management Analyst (CIMA®) designation through the Investment and Wealth Institute after completing coursework through the prestigious Yale School of Management. He also holds life and health insurance licenses as well as series 6, 7, 63, and 65. Chad has a degree in Psychology and a minor in Finance from Iowa State University.
Chad’s passion is to help clients improve their financial wellbeing during the accumulation and distribution phases of retirement planning; and his commitment to his community shines through in his impactful work, benefiting clients and earning their appreciation. Chad, his wife Tiffany, and their SIX boys live on a small acreage in Van Meter. When they aren’t at a sporting event for the boys, they love to get out to enjoy nature including camping, hiking, backpacking, and kayaking. Chad is also an avid golfer and cyclist when time allows.
Jason is a highly analytical professional with over 20 years of experience in investment portfolio management, manager sourcing/research, and client relationship management. Most recently, Jason was a Sr. Investment Officer for a seventh-generation single family office in St. Paul, MN. Prior to his time with the family office Jason spent a decade with the Royal Bank of Canada in various research and product management roles with a focus on alternative investments.
Jason completed his undergraduate degree in Finance at Iowa State University. He has earned his Chartered Financial Analyst (CFA®) designation, Certified Financial Planner (CFP ®) designation. He is also a Chartered Alternative Investment Analyst (CAIA) and a Financial Risk Manager (FRM).
Jason lives in Alden, Iowa with his wife, Allision, and their three children: Samuel, Matthew and Abigail. He spends his free time playing football in the backyard, woodworking and reading. He is a member of the CFA society of Iowa and has previously served several years as a mentor with the CFA society of Minnesota. He has been an active volunteer and supporter with Habitat for Humanity, Bridging and Second Harvest Heartland.
Justin came to McGill Junge Wealth Management in 2017, after spending two years at an investment firm, where he had been promoted to Senior Investment Operations Analyst. Justin facilitated the daily trade settlement and account reconciliation process with various custodians, and he was the liaison between public entity clients and national banks. As an Investment Operations Associate at McGill Junge, Justin is responsible for our client onboarding and he maintains an efficient system for our clients’ account follow-up and servicing. He prepares our advisory reports and assists in the ongoing analysis of our clients’ portfolios. He also plays a primary role in supporting our 401(k) business. Justin thrives on the highly analytical work he does for our firm and he is a tremendous asset to our investment team.
Justin graduated in three years with a Finance degree from Iowa State University, earning Dean’s List honors along the way, and serving as Philanthropy Chair for his fraternity. He was then selected for an eight-month internship in Cedar Rapids at an insurance company, where he assisted the Commercial Mortgage Loan Origination Team. Justin has earned his Wealth Management Certified Professional (WMCP®) designation, the Series 7 and Series 63 FINRA registrations, and his Life and Health licenses.
In his free time, Justin loves to golf; he would be out on the course every day if it were possible! He is a big Cyclone football and basketball fan, and he loves watching the Minnesota Wild hockey team. Justin also enjoys his family trips to South Dakota for some hunting and fishing.
Before joining McGill Junge in 2020, Carson worked at Northwestern Mutual’s home office in Milwaukee for over two years supporting the Investment Consultant team in the Wealth Management Company. This intense training and work experience give him the strong investment background that is so valuable to our team in working for our clients. As an Investment Analyst at McGill Junge, Carson works in collaboration with our advisors on building and updating comprehensive financial plans, analyzing investments, monitoring holdings, trading portfolios, processing asset transfers and building investment account structures.
Carson graduated from the University of Iowa’s Tippie College of Business with a Finance degree and a certificate in Risk Management and Insurance, earning Dean’s List honors every year. During his final semester, he was a Krause Fund analyst and part of a group responsible for managing and conducting continuous research for the Krause Fund - approximately half a million at the time. Carson spent his summers working as an intern at McGill Junge where he assisted team members and where he confirmed what he has said since age four… “I want to do what my dad does!” Carson holds the Series 7 and Series 63 FINRA licenses, as well as the Life and Health licenses.
Carson lives in West Des Moines where he enjoys being close to family and several friends from his high school years. He is a big NBA fan and misses his season tickets to the Milwaukee Bucks! He loves playing in pick-up games and in the men’s league at Des Moines Christian. Carson is also a big Nebraska football fan and is looking forward to their return to greatness!
Muriah joined Ed McGill in 2006 and they have been working together for their clients ever since. Muriah’s years of experience, her specialization in her field and her dedication to our clients has helped guide McGill Junge Wealth Management to where it is today. As our Director of Insurance Operations, Muriah regularly joins client meetings to bring her expertise in insurance solutions. She prepares our customized illustrations and takes our clients through the underwriting process with a timeliness, efficiency and care that they appreciate.
Muriah has earned her Chartered Life Underwriter (CLU®) designation, as well as, her Life and Health licenses. Prior to her many years with our firm, she was Manager of the Sales and Inventory Department for a NASCAR merchandise distributor in Kentucky. She is involved with the United Way, and USO.
Muriah and her husband, Shawn, have three children: Gunner, Hunter and Clarissa. In May 2018 they became first time grandparents! She and Shawn take every opportunity to go visit their grandson in Kentucky. Muriah and her family love spending time together outdoors. In their free time, they enjoy camping, hunting and fishing.
Kayla Rottinghaus CFP®, RICP®, ChFC®
Client Service Advisor
Kayla joined McGill Junge Wealth Management in June of 2021. Prior to starting at MJWM, she was an intern and financial advisor for Northwestern Mutual in Waterloo, IA for two years. Her prior time with Northwestern Mutual gives Kayla the excellent background and experience she brings to our team. Kayla is currently serving as a Client Service Advisor for McGill Junge, where she is responsible for a wide variety of financial planning and investment management services.
Kayla graduated from the University of Northern Iowa with a personal wealth management and business economics degree. At UNI, she was able to participate in their Certified Financial Planning (CFP) program, which allowed her to sit for her CFP after graduation. Kayla now holds her CFP, Retirement Income Certified Professional (RICP), and Chartered Financial Consultant (ChFC) designations. She has goals of adding more to that list!
Kayla grew up in Eldridge, IA and now resides in Waukee with her husband, Trevor, and wiener dog, Franklin. Outside of work, Kayla enjoys reading, working out, and traveling to new places. Kayla and Trevor traveled to St. Lucia for their honeymoon in 2024 and look forward to future overseas trips!
Carter joined McGill Junge in November 2023 after working as a Financial Advisor at Northwestern Mutual in Waterloo, IA for two years. Carter is now a Client Service Associate for McGill Junge. He has a passion for personal and professional growth which allows him to better serve our clients unique needs.
Carter graduated from the University of Northern Iowa with a Finance: Personal Wealth Management degree and a certificate in Commercial Banking. Post graduation, Carter passed the Certified Financial Planner (CFP) designation exam. Shortly after, he obtained his Chartered Financial Consultant (ChFC) designation. Carter holds his Life and Health licenses, and Series 7, 6, and 63 FINRA registrations.
Carter grew up in Clear Lake, IA and now lives in Waukee with his girlfriend and their two-year-old dog, Tucker. Outside of the office, Carter enjoys working out, golfing, and going to country music concerts! Although he attended UNI, Carter holds a special place in his heart for the Iowa State Cyclones and loves going to football games with his friends and family.
Jared came to McGill Junge Wealth Management at the beginning of 2021 from an internship at a local bank. Having just completed his ChFC, he is currently working towards a master’s degree in financial planning. Jared loves using his knowledge of financial planning to creatively and comprehensively meet the goals of our clients. He strives to always find the right planning strategies for each client to gain an edge in accomplishing their financial goals, making him a valuable addition to our team.
Jared graduated 2 years early from the University of Northern Iowa at age 19 with a degree in finance and later that year became the youngest person to ever pass the CFP exam. Jared has had a passion for finance ever since age 15, when he started investing money made from working full-time nights and weekends in high school. During his time at UNI he was the head of investments for the technology sector of the UNI Panther Fund, allowing him to put his investment knowledge to work with the university’s portfolio. He is also a contributor on the widely read financial planning website, Kitces.com.
Jared is from a small town hidden between cornfields in rural Iowa and recently moved to Des Moines, where he is constantly surprised by how much there is to do. In his free time, he is a voracious reader, chewing through everything from fiction classics to IRS publications. Jared also loves cooking (and eating) many different types of food, if you see him be sure to ask if he brought anything in that day and you might even get to try some.
Drew joined the McGill Junge Wealth Management team in June as an intern. After the summer internship, he was hired as an investment and planning associate. Drew looks forward to his first real world experience in the wealth management field.
Drew completed his undergraduate studies in Business Economics. In the summer of 2023 Drew completed his master’s degree in Family Financial Planning. While at South Dakota State University, Drew was a member of the baseball team. Drew is excited to apply his coursework to his role.
In his free time, Drew enjoys playing and watching sports, spending time with friends and family, and fishing.
Isaiah joined the McGill Junge Wealth Management team in October 2022 as an Intern. He assists our planning teams with case preparation, meeting materials, client deliverables and market research.
Isaiah completed his undergraduate studies in Personal Financial Planning at Kansas State University. Isaiah graduated Cum Laude and was named an Outstanding Senior for Student Engagement.
In his free time Isaiah enjoys working out, playing sports with friends, and spending time in the great outdoors.
Burke joined the McGill Junge Wealth Management team in June of 2023 as an intern before starting full time in May of 2024. He assists our team with case preparation, client deliverables, and market research. Burke completed his undergraduate studies in Finance at Purdue University Fort Wayne (PFW) where he was recognized by the Doermer School of Business for having the top GPA in Finance Department. Burke then completed his Master of Business Administration with a concentration in Finance. While at PFW, he was a member of the golf team. In his free time, Burke enjoys golfing, watching sports, playing games, and spending time with friends and family.
Kim joined McGill Junge Wealth Management in 2019 as our Marketing Director. Her extensive background and enthusiasm generates a high level of business development for MJWM. Kim has always had a passion for enhancing the client experience and for developing tools that demonstrate the value a firm brings. Her years of experience with partnerships, marketing, relationship-building, philanthropy and client events contributes a specialized skill set to the McGill Junge team.
Kim holds a Business Management and Marketing degree from Central College. She began her career working for an advertising agency in both Des Moines and Denver. She then spent many years with a media firm working with business owners throughout the Midwest. She was awarded the unique honor to share her expertise overseas, working in Australia for a year. Kim has also had some channel marketing roles with two Fortune 500 companies.
Kim has been an active volunteer with YESS (Youth Emergency Services and Shelter), Orchard Place, Meals From the Heartland, The Food Bank of Iowa, Rebuilding Together, Habitat for Humanity, Special Olympics and The United Way, where she served as her line of business co-chair for the giving campaign. Kim lives in Clive with her husband, Matt, and their two children: Mason and Kayla. She spends her spare time outside with her kids, devoting many hours to their activities. They participate in football, basketball, golf and gymnastics! Kim also enjoys cooking, movies, going to the theatre and traveling.
Sara Flynn joined our team in the fall of 2021. She is excited to get back into the financial industry after being a stay at home mother for nine years. In her role as a marketing associate she will assist with client events, community outreach, social media and other marketing and new business projects.
Sara graduated from the University of Northern Iowa in 2000 with a bachelor’s degree in Finance, lived and worked for two years in Arizona in the mortgage industry and later returned to Iowa to further pursue her career and reunite with family and friends. In 2002 she joined The Members Group as the Director of Mortgage Lending and later became the President/CEO of the Iowa Central Credit Union and a licensed investment representative.
Sara enjoys volunteering with her local food pantry, on a credit union board of directors and for her children's Parent Teacher Organizations. Sara and her husband, Matt, have two children: Vincent and Sebastian. In her free time she enjoys cheering on her sons at their sporting events, traveling to warm destinations and friendly family tennis matches.
Ryan came to McGill Junge Wealth Management in 2024, after spending 10 years in the insurance industry working in various roles as a certified public accountant at a big 4 public accounting firm and financial analyst at a life and annuity organization. Ryan has an analytical mindset with a focus on the firm’s financial performance and operating model through the implementation and execution of forecasting and planning processes.
Ryan graduated from the University of Iowa with an undergraduate degree in Accounting and Finance. He also earned his certification and license as a Certified Public Accountant (CPA).
Ryan lives in Ankeny with his wife, Kennady, and daughter, Harlow. In his free time, Ryan enjoys recreational sports and spending time with the family. He is also a passionate Iowa Hawkeyes and Detroit Lions fan. He is a member of the Iowa Society of CPAs and The American Institute of Certified Public Accountants.
Jennifer joined McGill Junge Wealth Management in 2015, after working with Northwestern Mutual for 14 years. Her smiling face and joyful personality will welcome you the moment you walk through our door! As our Office Coordinator, Jennifer keeps everything running smoothly. With her passion for our team and enthusiasm for helping others, she truly enjoys interacting with our clients, scheduling appointments for them and providing any servicing needs they may have. Her servant mentality has made her invaluable to us, and even more so, to our clients.
Jennifer is a graduate of AIB and she has earned her Life and Health licenses. Prior to her nearly 20 years in the financial industry, she worked in the advertising and publishing fields.
Jennifer has been happily married to Steven for 30 years with children Lincoln, Abbie (who is married to Dilynn) and her first grandchild, Leelynn. In her free time, she enjoys spending time with family, cooking, reading, volunteering and traveling. On a mission trip to India in 2017, Jennifer witnessed women and children facing poverty and difficult choices to earn a living. This incredible experience motivated her to become active in a central Iowa ministry, helping and supporting women at risk.
Paige came to McGill Junge Wealth Management in 2017. In her role as our Operations Associate, Paige participates in meeting preparation, case notes and client documentation. She helps maintain our client database, assists with projects and presentations, and she routinely provides workflow assistance to help ensure every detail is attended to. Paige brings an eagerness and a committed work ethic to our McGill Junge team. She is very conscientious and is simply a pleasure to be around!
Paige graduated from DMACC, where she first developed an interest in personal finance. She has also earned her Life and Health licenses and her Associate Financial Representative (AFR) title. Prior to joining MJWM, Paige worked as an administrative assistant for Quality Manufacturing Corporation in Urbandale. She gained an abundance of workflow and database experience there, in addition to advancing her computer skills.
Paige lives in Grimes, where she loves hanging out with her family and their cats, Spike and Tabbie. She enjoys reading, watching movies, going to her family’s lake house and cheering on her favorite teams! She is a big fan of the Hawkeyes, the Twins and the Steelers. She hopes to get to Heinz Field someday soon to see a game in person. Paige also loves many different kinds of music and she has attended many concerts!
Mindy joined McGill Junge Wealth Management in 2023. Prior to joining the team, she worked for one of the nation’s largest brokerage and consulting firms, focusing on meeting the insurance needs of individuals and members of affinity groups. Holding leadership positions in in relationship management, business development, and marketing, Mindy brings a wide range of experience and more than 25 years of experience to support our client’s insurance needs.
Mindy is a graduate of Iowa State University, has earned her Chartered Life Underwriter (CLU®) and Chartered Financial Consultant (ChFC®) designations, and also holds Life and Health licenses.
Mindy and her husband, Layne, live in Polk City and have been married for more than 20 years. In her free time, she enjoys spending time with her dog, Sammy, cheering on the Iowa State Cyclones, and attending as many concerts as possible.
Lindsey joined the McGill Junge Wealth Management team in May 2023 as a Marketing Intern. She assists our marketing team with events, branding, social media, community involvement, and other digital branding efforts. She is looking forward to gaining a better understanding of the industry through real world experience.
Lindsey is going to be a junior at the University of Iowa with plans to graduate in May 2025. She is pursuing a degree in Finance and Marketing, with a minor in Sports Recreation and Management. She is an active member of Kappa Kappa Gamma and the Green Bandana Project. Lindsey is excited to continue to learn and grow through her experience at McGill Junge.
In her free time, Lindsey enjoys spending time with friends and family, staying active, going rollerblading, traveling, and cheering on the Hawkeyes.
Blair is going to be a senior at Kansas State University and plans to graduate in May of 2025. She is pursuing a degree in Personal Financial Planning and is an active member of the Financial Planning Association (FPA). She excited to be interning at McGill Junge as it gives her the opportunity to expand her knowledge, partake in hands on learning, gain real world experience. In her free time Blair enjoys listening and finding new music, trying new foods, traveling, and spending time with her friends.
Katie joined the McGill Junge Wealth Management team in May of 2024 as a Financial Planning Analyst Intern. She assists our advising team with meeting notes, case preparation, and updating client information. She is excited to advance her knowledge within this field through practical work experience. Katie is going to be a senior at Iowa State University, graduating in May 2025. She is pursuing a degree in Financial Planning and Counseling, with a minor in Human Development and Family Studies. She is active in Kairos Student Ministry and the Iowa State Food Pantry. In her free time, Katie enjoys working out, spending time with friends, and rooting for the Iowa State Cyclones!