Our stories are similar. As career professionals (Eric and Jean in telecommunications, Quinn in HR consulting), we didn’t know who to turn to for trusted financial advice. Eric and Jean had a broker they learned wasn’t truly an adviser, and Quinn floundered around the internet looking for answers.
After practicing separately for years, we founded Arnold and Mote Wealth Management to help families and professionals from all walks of life make better decisions about how to use their money. Our clients are busy, with challenging careers and hectic family lives, and don’t always know where to turn for unbiased, quality guidance. Sure, there’s the internet, but more than just information, they need a partner who can help them figure out goals and strategies. Whether planning for their imminent retirement, struggling with setting aside money for their kids’ college years, or dreaming about a later-in-life career change, our clients want an independent voice to help them make and execute a plan.
We are based in Hiawatha, Iowa, but work virtually with clients as well. You get access to the latest online tools to formulate your plan, and we can meet on your schedule, from the convenience of your home, office, or even the car!
More About Quinn
Quinn worked for nineteen years in HR consulting and corporate finance before realizing he wanted a more direct way to help people improve their lives. When he’s not working with clients, you’ll probably find him tag-teaming the work of raising two little boys with his wife, Brie. If there’s time left over, he’ll be catching up on the Netflix queue or reading his way through an ever-growing stack of books.
More About Jean
Jean was formerly a high school English teacher and librarian. Prior to founding Mote Wealth Management, the first Fee-Only financial planning firm in Eastern Iowa, Jean held executive level positions at telecommunications companies. Jean has served as a member of the NAPFA Midwest Board of Directors and as co-leader and founder, with Eric, of the Iowa NAPFA Study Group. Jean has been quoted in several financial publications including The Wall Street Journal. In her free time, Jean enjoys time spent with Eric, reading, fishing, cooking, and the company of family and friends.
More About Eric
With an education in engineering technology, Eric began his professional career in telecommunications. Eric gained experience in executive level positions and independent consulting prior to founding Mote Wealth Management and establishing the first Fee-Only financial planning firm in Eastern Iowa. Eric and Jean served as co-leaders and founders of the Iowa NAPFA Study Group. Eric is a life-long resident of Cedar Rapids, Iowa. In his free time, Eric enjoys time spent with Jean, reading, fishing, and the company of family and friends.
More About Matt
Matt worked for the Department of Defense as a material scientist before changing careers to follow his interests in personal finance and investing. Matt has been quoted in The Wall Street Journal, CNBC, Kiplinger, and other nationally recognized finance publications. He lives in North Liberty, where you will likely find him and his wife Jessica walking their 2 dogs on a nice day. In his free time Matt is an avid reader, podcast listener, and beer brewer.
More About Jessi
Jessi was introduced to fee-only financial planning when she became Jean and Eric Mote’s client several years ago. One of the most rewarding aspects of becoming a planner herself is she has more opportunities to introduce people to fiduciary, fee-only planning that she’s appreciated as a client. Before changing careers, Jessi worked in digital marketing and non-profit fundraising at national companies located in Cedar Rapids. She spends much of her free time enjoying the outdoors with her dog and significant other, teaching group fitness classes, and traveling.
We are proud members of both NAPFA and the XY Planning Network. These organizations not only support our practice, but are key advocates for the need for fiduciary, fee-only financial planning in our lives. Check them out!
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