Jean and Eric Mote

Jean and Eric founded Mote Wealth Management in 2000, one of the first fee-only financial planning firms in Eastern Iowa. They also co-founded and co-led the Iowa NAPFA Study Group, and Jean served as a member of the NAFPA Midwest Board of Directors.

Eric and Jean have retired from the firm’s day-to-day operations. They enjoy having more time to read, cook and enjoy the company of family and friends – with Finn and Gus by their side (their loveable Irish Doodles).

Before co-founding Mote Wealth Management, Jean was a high school English teacher and librarian, then held executive level positions at telecommunications companies. Eric worked in engineering technology and telecommunications, and also served in executive level positions and as an independent consultant.