James E. Thielen, J.D.
My goal is to ensure that we can provide for the needs, goals and objectives of the client. We endeavor to fit the product to the client rather than the client to the product.
About James Theilen:
I was born the youngest of 8 children, raised and educated in the Cedar Valley. I am a firm believer in giving back to the community which has provided so well for my family. As a result, I have been involved with many civic, fraternal, professional and faith-based organizations. One of the greatest rewards my career can provide is knowing that I have had a positive impact on the life of a client.
When not in the office, you might find me working in the yard, walking the dog or playing golf.
Credentials:
- Doctor of Jurisprudence- Drake University
- BA- University of Northern Iowa
- Past President of Iowa Trust Association
- Past President of Black Hawk County Estate Planning Council
- Over 35 years of Financial Services Experience
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