What makes a long-term genuine relationship last - professional or personal - is trust. For 25 Years, individuals and families have trusted Gilbert & Cook – accomplishing financial goals, enhancing life experiences, and living a life of abundance.
It has been a privilege to be in service to you and your families for the last 25 years. We like to think that our successes over the last two decades can be attributed to an unwavering commitment to providing sophisticated strategies, creating a unique experience, and maintaining genuine relationships with our clients and their families.
As we celebrate, we say “Thank You” to all of our clients, professional partners and team members, both past and present. We truly thank you for all of your support, collaboration and we look forward to our continued relationship... and to all of the exciting things to come!
We are happy to welcome three new team members to the Gilbert & Cook family!
Heather Knight, Vice President of Strategic Planning
As Vice President Strategic Planning, Heather works with the Gilbert & Cook team to develop creative business solutions. Heather earned her bachelor’s degree from University of Northern Iowa and brings a 20 year history of success within the business community, including experience in Fortune 50 and Big 4 firms. In addition to Financial Services, she has background in IT, Professional Services, Business Strategy and Business Development. Heather serves as a mentor in the Kids Hope USA program and is a regular volunteer and supporter for the Alzheimer’s Association.
Emily Dawson, Administrative Assistant
As the firm's Administrative Assistant, Emily is the first point of contact for clients, business partners and guests. Emily is originally from Southwest Iowa. She graduated with a Bachelor’s degree from Simpson College, majoring in Management and minoring in Marketing.
She is active in her church, enjoys traveling with friends and family, and loves babysitting.
Brian Klein, Relationship Manager
As a Relationship Manager, Brian walks alongside the Lead Advisor, meeting the clients needs throughout their relationship. Brian graduated from the University of Wisconsin-Whitewater with a Bachelor’s degree in Finance in 2014. He moved to Des Moines from Milwaukee, Wisconsin in March 2018. He is excited to use his talents to facilitate the clients of Gilbert & Cook to live their life of abundance. Brian enjoys being active in life with his many hobbies including: tennis, basketball, backpacking, and traveling to new places.