We are pleased to announce that Shea Mears has joined our team as a lead Financial Advisor.
Shea brings a rich background and skillset to the Gilbert & Cook team, with experience in financial planning strategy and implementation, education, investments and tax planning. Utilizing his experience and talents as a former tax professional, Shea looks forward to creating financial planning and tax mitigation strategies for the clients of Gilbert & Cook.
“Gilbert & Cook is one of the most respected Wealth Management firms around. From inception the Gilbert & Cook team has focused on taking care of clients through sophisticated planning and investment techniques. With that philosophy, they have built a team of highly educated, highly experienced professionals that work together to ensure that the client experience is second to none.” Shea explained.
“When an opportunity arises to join a firm like this, you don’t even pause.”
This year, Gilbert & Cook, Inc. is celebrating 25 Years in business. Founder, Linda Cook states, “We are honored to have Shea join our team. We have known Shea for many years and are looking forward to adding his experience and talents to our financial planning team. This is a big year for our firm, celebrating 25 years, and I am so happy to welcome Shea to our Gilbert & Cook family and have him share this journey with us.”
Not only has Shea been a Financial Advisor, he has been dedicated to giving back to others as an educator – formerly an accounting professor at the Des Moines Area Community College and currently an adjunct professor at Simpson College.
Shea earned a bachelor’s degree in accounting from the University of Northern Iowa and a Masters in Business Administration with accounting emphasis from Drake University. Additionally, Shea is both a Certified Public Accountant (CPA) and Certified Financial Planner (CFP®)
Contact Cara Shindler at firstname.lastname@example.org for more information regarding the latest updates with Gilbert & Cook.