Friday Financial

Jeremy Gerardy is a financial advisor at Friday Financial in Dubuque, Iowa, holding Series 63 and Series 65 licenses with four years of industry experience. His prior experience includes roles at Global Retirement Partners, LPL Financial, Cetera Advisor Networks, AssuredPartners, and American Trust. Outside of finance, he worked at Moracco Supper Club for four years. Friday Financial serves individual and high-net-worth clients, trusts, estates, businesses, and participant-directed retirement plans, offering discretionary investment management, financial planning, and retirement-plan advisory services. The firm employs a strategic asset allocation approach based on Modern Portfolio Theory, primarily utilizing passively managed mutual funds and ETFs.

Nicholas Heiar is a financial advisor with Friday Financial in Dubuque, IA, holding Series 63 and Series 65 designations and having 15 years of industry experience. His prior roles include positions at Avantax Investment Services, ProEquities, and Honkamp Krueger Financial Services. Friday Financial serves individual and high-net-worth clients, trusts, estates, businesses, and participant-directed retirement plans by providing discretionary investment management, financial planning, and retirement-plan advisory services. The firm employs a Modern Portfolio Theory approach, primarily using passively managed mutual funds and ETFs, and incorporates quantitative tools such as Monte Carlo simulations in its investment process.

Brian Griffin is a financial advisor at Friday Financial with eight years of industry experience. He holds a Series 66 designation and has worked at Avantax Investment Services, ProEquities, Honkamp Krueger Financial Services, and Regions Hospital. Friday Financial serves individual and high-net-worth clients, trusts, estates, businesses, and participant-directed retirement plans, offering discretionary investment management, financial planning, and retirement-plan advisory services. The firm employs a strategic asset allocation approach based on Modern Portfolio Theory, primarily using passively managed mutual funds and ETFs.

Christina Hoffmann is a CFP® professional with four years of industry experience. She has worked at Friday Financial since 2024 and previously held roles at Creative Planning, LLC, Avantax Planning Partners, and Schwartz Retirement Solutions/New York Life Insurance. Friday Financial serves individual and high-net-worth clients, trusts, estates, businesses, and participant-directed retirement plans, offering discretionary investment management, financial planning, and retirement-plan advisory services. The firm employs a Modern Portfolio Theory-based investment approach, primarily using passively managed mutual funds and ETFs, and integrates quantitative tools and model portfolios to manage client accounts.

Ryan Burbach is a financial advisor at Friday Financial with a Series 65 designation and two years of industry experience. He previously worked as a sole proprietor and held positions at Command Security Solutions, Inc. and Honkamp Krueger & Co. PC. Friday Financial serves individual and high-net-worth clients, trusts, estates, businesses, and participant-directed retirement plans, offering discretionary investment management, financial planning, and retirement-plan advisory services. The firm manages approximately $210.5 million in assets through a five-advisor team and employs a strategic asset allocation approach primarily using passively managed mutual funds and ETFs.

Alexander Timp is a financial advisor at Friday Financial in Dubuque, IA, holding a Series 65 credential with one year of industry experience. His prior work includes roles at Optum, Change Healthcare, and Kunkel & Associates. Friday Financial serves individual and high-net-worth clients, trusts, estates, businesses, and participant-directed retirement plans by providing discretionary investment management, financial planning, and retirement-plan advisory services. The firm employs a strategic asset allocation approach based on Modern Portfolio Theory, primarily utilizing passively managed mutual funds and ETFs.