Gilbert & Cook, Inc.

Megan Rosenstiel is a CFP® with 20 years of industry experience, currently serving at Gilbert & Cook, Inc. since 2007. She holds the Series 66 designation and has worked previously with Vsr Advisory Services. Gilbert & Cook serves individual and high-net-worth clients, trusts, retirement plans, and business entities, offering comprehensive financial planning, discretionary investment management, and retirement plan consulting. The firm employs a tailored investment approach combining active and passive strategies across a wide range of public and private instruments, integrating insurance capabilities and alternative-investment due diligence into its advisory platform.

Jerit Tripp is a CFP® professional with 17 years of industry experience, currently serving at Gilbert & Cook, Inc. since 2016. Prior to this, he worked at Vsr Advisory Services, Inc. and VSR Financial Services, Inc. from 2010 to 2016. He serves on the board of First Tee Central Iowa. Gilbert & Cook, Inc. provides comprehensive financial planning, discretionary investment management, and retirement plan consulting to individual and high-net-worth clients, trusts, employer retirement plans, and business entities. The firm employs a tailored investment approach combining active and passive strategies across public and private instruments, integrating insurance capabilities and alternative-investment due diligence.

Brandon Grimm is a CFA® charterholder with 17 years of industry experience. He has been with Gilbert & Cook, Inc. since 2016 and previously worked at VSR Advisory Services and VSR Financial Services. Grimm is a passive investor in Artisan Foundry, LLC. Gilbert & Cook serves individual and high-net-worth clients, trusts, employer retirement plans, and business entities, offering comprehensive financial planning, discretionary investment management, and retirement plan consulting. The firm combines active and passive investment strategies tailored to client goals and integrates insurance capabilities and alternative-investment due diligence into its advisory platform.

Jarrett Sheets is a CFP® with 14 years of industry experience, currently serving as a financial advisor at Gilbert & Cook, Inc. since 2019. His prior experience includes roles at Brokers International Financial Services, Vsr Advisory Services, Vsr Financial Services, Inc, and Lone Wolf Financial, LLC. Gilbert & Cook serves individual and high-net-worth clients, trusts, employer retirement plans, and business entities, offering comprehensive financial planning, discretionary investment management, and private wealth services. The firm employs a household/global asset-allocation investment approach that integrates both active and passive strategies tailored to client objectives, with a distinctive focus on insurance capabilities and alternative-investment due diligence.

Zachary Ripka is a CFP® professional with four years of experience in the financial services industry. He is currently with Gilbert & Cook, Inc., where he has worked since 2018, with a brief period at Pella Corporation and MHCS. Prior to entering the advisory field, he spent three years at BKD CPAs & Advisors. Gilbert & Cook, Inc. serves individual and high-net-worth clients, trusts, retirement plans, and business entities, offering comprehensive financial planning, investment management, and retirement plan consulting. The firm employs a tailored investment approach combining active and passive strategies across public and private markets, integrating insurance capabilities and alternative-investment due diligence into its advisory services.

Linda Cook is a CFP® with 35 years of industry experience, currently serving at Gilbert & Cook, Inc., where she has worked since 2000. Her prior experience includes roles at Purshe Kaplan Sterling Investments and Vsr Advisory Services. She serves as a board member of the University of Northern Iowa. Gilbert & Cook serves individual and high-net-worth clients, trusts, employer retirement plans, and business entities, offering comprehensive financial planning, discretionary investment management, and retirement plan consulting. The firm combines active and passive investment strategies tailored to client objectives and integrates insurance capabilities and alternative-investment due diligence into its advisory platform.

Michelle Miller is a CFP®-certified financial advisor at Gilbert & Cook, Inc. with seven years of industry experience. She previously worked at Eagle Strategies LLC, NYLIFE Securities Inc., New York Life Insurance Co., Lincoln Savings Bank, LPL Financial LLC, and Principal Financial Group. Outside of her advisory role, she serves as Treasurer for Des Moines Estate Planners on a volunteer basis. Gilbert & Cook serves individual and high-net-worth clients, trusts, employer retirement plans, and business entities, offering comprehensive financial planning, discretionary investment management, and retirement plan consulting. The firm employs a tailored investment approach combining active and passive strategies across public and private instruments, integrating insurance capabilities and alternative-investment due diligence into its advisory platform.

Todd Henningsen is a CFP®, CFA®, and Series 65-registered advisor with 16 years of industry experience. He is currently with Gilbert & Cook, Inc., where he has worked since 2023, following prior roles at BerganKDV Wealth Management, LLC and Heartwood Investments, Inc. Gilbert & Cook serves individual and high-net-worth clients, trusts, employer retirement plans, and business entities, offering comprehensive financial planning, discretionary investment management, and retirement plan consulting. The firm employs a mix of active and passive investment strategies within a household/global asset-allocation framework, incorporating public and private instruments alongside insurance capabilities and alternative-investment due diligence.

Blake Holtmeier is a CFA® charterholder with four years of experience at Gilbert & Cook, Inc. Prior to joining Gilbert & Cook, he worked at BHE Renewables and Eaton Corporation, and he has an academic background from the University of Nebraska at Kearney and Lincoln. Gilbert & Cook serves individual and high-net-worth clients, trusts, employer retirement plans, and business entities, offering comprehensive financial planning, discretionary investment management, and retirement plan consulting. The firm employs a combination of active and passive strategies within a global asset-allocation framework and integrates insurance capabilities and alternative-investment due diligence into its advisory platform.

Alan Ryerson is a Series 65-licensed advisor at Gilbert & Cook, Inc. with six years of industry experience. He previously worked at BCC Advisers for over two decades before joining Gilbert & Cook in 2018. Gilbert & Cook serves individual and high-net-worth clients, trusts, employer retirement plans, and business entities, offering comprehensive financial planning, discretionary investment management, retirement plan consulting, wrap-fee platform management, and private wealth services. The firm employs a combined active and passive investment approach tailored to client objectives, with a focus on both public and private instruments and ongoing monitoring.

Christopher Cook is a CFA® charterholder with 26 years of industry experience. He has been with Gilbert & Cook, Inc. since 2016, and previously worked at VSR Advisory Services and VSR Financial Services, Inc. Cook serves on the board and investment committee of Youth Homes of Mid-America, a philanthropic organization supporting children in need. Gilbert & Cook serves individual and high-net-worth clients, trusts, retirement plans, and business entities, offering comprehensive financial planning, investment management, and retirement plan consulting. The firm employs a tailored investment approach combining active and passive strategies across public and private instruments, with integrated insurance capabilities and alternative-investment due diligence.

Jessica Swaim is a CFP® professional with 16 years of industry experience, currently serving as a financial advisor at Gilbert & Cook, Inc. since 2020. Prior to joining Gilbert & Cook, she worked at Equitable Advisors and Axa Advisors, LLC from 2016 to 2020, and was involved with Iowa Rush from 2015 to 2018. Gilbert & Cook serves individual and high-net-worth clients, trusts, employer retirement plans, and business entities, offering comprehensive financial planning, discretionary investment management, and retirement plan consulting. The firm employs a tailored investment approach combining active and passive strategies across a broad range of public and private instruments, with added integration of insurance capabilities and alternative-investment due diligence.

Hayden Zeidler is a CFA® charterholder affiliated with Gilbert & Cook, Inc. He has six years of industry experience, including roles at Miles Capital, Inc. and PMA Financial Network LLC. Zeidler has been with Gilbert & Cook since 2020. Gilbert & Cook serves individual and high-net-worth clients, trusts, retirement plans, and business entities, offering financial planning, discretionary investment management, and retirement plan consulting. The firm employs a tailored investment approach using both active and passive strategies across a broad range of public and private instruments, integrating insurance capabilities and alternative-investment due diligence into its advisory services.

Thomas Mccaffrey is a CFP® and CFA® with 11 years of industry experience. He has been with Gilbert & Cook, Inc. since 2014, with prior roles at Vsr Advisory Services, Inc. and Vsr Financial Services, Inc. Gilbert & Cook serves individual and high-net-worth clients, trusts, retirement plans, and business entities, offering comprehensive financial planning, discretionary investment management, and private wealth services. The firm employs a combined active and passive investment approach tailored to clients’ objectives and incorporates insurance capabilities and alternative-investment due diligence into its advisory platform.

Reece Oleson is a CFP® professional with seven years of industry experience, currently with Gilbert & Cook, Inc., where he has worked since 2016. Prior to this, he had a brief tenure at VSR Advisory Services. Outside of financial advising, he manages Andrea Oleson Photography, a small photography business focused on bookkeeping and tax filing. Gilbert & Cook, Inc. serves individual and high-net-worth clients, trusts, retirement plans, and business entities, offering comprehensive financial planning, discretionary investment management, and retirement plan consulting. The firm employs a mix of active and passive investment strategies tailored to client objectives and integrates insurance capabilities and alternative-investment due diligence into its advisory platform.