About
“Our paths are not mapped; they’re made.” -Priya Ardis
Did you know that 80% of…
Activity
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Wow- what an AWESOME evening celebrating with Dr.Henry- President & CEO of Mercy College of Health Sciences for their 125 year anniversary. Congrats…
Wow- what an AWESOME evening celebrating with Dr.Henry- President & CEO of Mercy College of Health Sciences for their 125 year anniversary. Congrats…
Liked by Ed McGill
Experience
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McGill Junge Wealth Management
Education
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Drake University
Licenses & Certifications
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AEP®, Accredited Estate Planner Designation
The American College
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CASL, Chartered Advisor for Senior Living
FINRA (Financial Industry Regulatory Authority)
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CFP®, Certified Financial Planner
CFP Board
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ChFC®, Chartered Financial Consultant
The American College of Financial Services
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CLU®, Chartered Life Underwriter
The American College of Financial Services
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RICP®, Retirement Income Certified Professional
The American College
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Series 6, 7, 63, 65
FINRA (Financial Industry Regulatory Authority)
Volunteer Experience
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Advocate
The Lone Survivor Foundation
The Lone Survivor Foundation restores, empowers, and renews hope for our wounded service members and their families through health, wellness, and therapeutic support.
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Sponsor & Advocate
Chrysalis
Chrysalis invests in the safety, security, education, and economic empowerment of girls and women in our community.\n\nThe vision is to be the leading organization supporting and sharing the success of girls and women who are independent and contributing members of their community.\n\nEvery dollar and every hour counts, that’s why 100% of every donated dollar and hour goes directly towards increasing resources and opportunities for women and girls in the greater Des Moines area.
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Tocqueville Society Member & Sponsor
United Way
Education, Income and health are the building blocks to a good quality of life. United Way unites the people and organizations from across central Iowa who bring the passion, expertise and resources needed to get things done. We invite you to be a part of the change. LIVE UNITED. Give. Advocate. Volunteer.
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Advocate
Alex's Lemonade Stand
“Curing childhood cancer, one cup at a time.” The Foundation’s mission is to raise funds and awareness of childhood cancer causes, primarily for research into new treatments and cures, and to encourage and empower others, especially children, to get involved and make a difference for children with cancer.
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Professional Advisor Committee Member
The Community Foundation of Greater Des Moines
The Community Foundation of Greater Des Moines improves quality of life for all by promoting charitable giving, connecting donors with causes they care about and providing leadership on important community issues...we're simply better together.
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Donor & Volunteer
Habitat for Humanity
Habitat for Humanity partners with people in your community, and all over the world, to help them build or improve a place they can call home. Habitat homeowners help build their own homes alongside volunteers and pay an affordable mortgage. With your support, Habitat homeowners achieve the strength, stability and independence they need to build a better life for themselves and for their families.\n
Courses
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Fee Based Financial Planning New Advisor Training | Northwestern Mutual
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Sales Skills Training | Dale Carnegie
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Honors & Awards
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Quality Award
NAIFA
Award Received 2011-2015
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Top 10 Central Region
Northwestern Mutual
Award Received 2010, 2016-2017
Organizations
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Des Moines Golf and Country Club
Member
A progressive golf and country club committed to continuous improvement, providing exceptional quality service and facilities to its member families and guests.
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Financial Planning Association (FPA)
Member
The Financial Planning Association® (FPA®) is the principal professional organization for CERTIFIED FINANCIAL PLANNER™ (CFP®) professionals, educators, financial services providers and students who seek advancement in a growing, dynamic profession.
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Greater Des Moines Partnership
Committee Member & Investor
McGill Junge Wealth Management was the first financial planning group to become an investor in the Greater Des Moines Partnership. DSM USA is the regional identifier for Greater Des Moines (DSM). DSM USA is a bold statement to the world: This is a welcoming, diverse and vibrant community with affordable and accessible amenities for residents and businesses. This regional identifier is the result of significant quantitative and qualitative research.\n\nThe Partnership will champion the DSM USA…
McGill Junge Wealth Management was the first financial planning group to become an investor in the Greater Des Moines Partnership. DSM USA is the regional identifier for Greater Des Moines (DSM). DSM USA is a bold statement to the world: This is a welcoming, diverse and vibrant community with affordable and accessible amenities for residents and businesses. This regional identifier is the result of significant quantitative and qualitative research.\n\nThe Partnership will champion the DSM USA message, and encourages its Investors, its more than 6,100 Regional Business Members, 320+ Investors and DSM USA Ambassadors to help share the region’s story with one voice. \n
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Million Dollar Round Table (MDRT)
Qualifying Member of Top of the Table
MDRT is the premiere association of financial professionals. MDRT status is granted for one year and members must apply each year to continue their affiliation with MDRT. Founded in 1927, MDRT provides its members with resources to improve their technical knowledge, sales and client service while maintaining a culture of high ethical standards. MDRT's mission is to be a valued, member-driven international network of leading insurance and investment financial services professionals who serve…
MDRT is the premiere association of financial professionals. MDRT status is granted for one year and members must apply each year to continue their affiliation with MDRT. Founded in 1927, MDRT provides its members with resources to improve their technical knowledge, sales and client service while maintaining a culture of high ethical standards. MDRT's mission is to be a valued, member-driven international network of leading insurance and investment financial services professionals who serve their clients by exemplary performance and the highest standards of ethics, knowledge, service and productivity.
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National Association for Advanced Life Underwriting (AALU)
Member
For 60 years, AALU has been the trusted, influential voice for the life insurance community in Washington, DC. With a singular focus on the issues impacting life insurance products, professionals, and clients, AALU has a heritage of leadership and success. Provides members with essential tools and services required to help grow businesses, serve clients, and protect the life insurance profession. AALU members have the opportunity to build strong, personal relationships with key Congressional…
For 60 years, AALU has been the trusted, influential voice for the life insurance community in Washington, DC. With a singular focus on the issues impacting life insurance products, professionals, and clients, AALU has a heritage of leadership and success. Provides members with essential tools and services required to help grow businesses, serve clients, and protect the life insurance profession. AALU members have the opportunity to build strong, personal relationships with key Congressional leaders, network with the most successful professionals in the life insurance markets and learn from peers and recognized experts.
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National Association of Insurance and Financial Advisors (NAIFA)
Member
The mission of the National Association of Insurance and Financial Advisors is to advocate for a positive legislative and regulatory environment, enhance business and professional skills, and promote the ethical conduct of our members. \n\n NAIFA is a national nonprofit organization representing the interests of more than 70,000 insurance and financial advisors nationwide, through its federation of over 900 state and local associations. Founded in 1890, NAIFA is the nation's largest financial…
The mission of the National Association of Insurance and Financial Advisors is to advocate for a positive legislative and regulatory environment, enhance business and professional skills, and promote the ethical conduct of our members. \n\n NAIFA is a national nonprofit organization representing the interests of more than 70,000 insurance and financial advisors nationwide, through its federation of over 900 state and local associations. Founded in 1890, NAIFA is the nation's largest financial services membership association.
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