Hard working. Goal oriented. Decisive. The same qualities that make Eli one of the *FORBES top next generation and Best in State Advisors serve him well as United Iowa Financial’s CEO, where he’s created a collaborative workplace culture seldom found in the industry.
Embracing an ensemble approach, Eli has cultivated a well-rounded team of advisors whom he encourages to fine tune their skills in their area of expertise. Over the years, he’s helped to create an atmosphere where team members can lean on each other’s strengths and operate as a unified entity. As a result, clients have better access to specific advice on a wide range of topics and personalized care.
As CEO, Eli’s single greatest priority is making sure every United Iowa Financial client has a trusted financial partner who can help them confidently navigate the unknowns in life. Whether he is personally advising clients—his favorite part of the job—or assisting the team, Eli values decision making that incorporates not only numbers, but the human element.
A natural born leader, Eli has spent more than a decade coaching youth and high school sports. This experience has been especially valuable in allowing Eli to better understand the goals and challenges his clients face, helping him to carry on the title of “coach” in his professional life.
The 2018 ranking of Forbes’ Top 1,000 Next Generation Wealth Advisors(1) recognizes advisors born in 1980 or later with a minimum of four years of experience. Advisors were rated based on a proprietary algorithm of qualitative and quantitative criteria: assets under management, revenues generated for their firms, client retention, industry experience, credentials, and compliance records. SHOOK Research also employs an opinion-based weighting system that prioritizes its preferred “best practices,” which include business models, activities, processes, and structure. Overall, 5,832 advisors were considered, and 1,000 (17 percent of candidates) were recognized. Click here for the full methodology(2) that Forbes developed in partnership with SHOOK Research.
1) This recognition and the due-diligence process conducted are not indicative of the advisor’s future performance. Your experience may vary. You are encouraged to conduct your own research to determine if the advisor is right for you.
(2) Portfolio performance is not a criterion due to varying client objectives and lack of audited data. SHOOK does not receive a fee in exchange for rankings
The 2018 ranking of the Forbes’ Best-in-State Wealth Advisors list was developed by SHOOK Research and is based on in-person and telephone due-diligence meetings to evaluate each advisor qualitatively and on a ranking algorithm that includes client retention, industry experience, review of compliance records, firm nominations, and quantitative criteria (including assets under management and revenue generated for their firms). Overall, 21,000 advisors were considered, and 2,213 (10.5 percent of candidates) were recognized. This recognition and the due-diligence process conducted are not indicative of the advisor’s future performance. Your experience may vary. Winners are organized and ranked by state. Some states may have more advisors than others. You are encouraged to conduct your own research to determine if the advisor is right for you. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. SHOOK does not receive a fee in exchange for rankings. The full methodology that Forbes developed in partnership with SHOOK Research is available here.