The Medley Vander Velde Group is built on honesty, integrity, and a genuine passion for helping clients achieve their financial goals. As a CERTIFIED FINANCIAL PLANNER™ professional, Stuart works with business owners and families to implement financial plans and investment strategies tailored to their needs.
Stuart began his career at Baird in 2015 as a Private Wealth Management intern. He quickly recognized an opportunity to merge his entrepreneurial spirit and passion for business with the prospect of helping clients achieve their financial goals. His decision to become a Financial Advisor reflects his belief that anything worth doing is worth doing right.
He graduated from the Tippie College of Business at The University of Iowa with a B.B.A. in Finance and a Leadership Studies Certificate. Stuart holds his CERTIFIED FINANCIAL PLANNER™ designation, FINRA Series 7 and 66 licenses, and life, health, and long-term care insurance licenses.
Outside of work, Stuart enjoys spending time outdoors with his wife and young son. He also pursues many active hobbies including running, biking, golfing, and camping. He has visited 23 U.S. National Parks and has made it a goal to visit all 64.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification mark CFP® in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.