Financial Advisor: Do You Really Need One?
Do you really need a financial advisor?
In both the world of cars and investments, people tend to gravitate towards one of three roles: DIY Enthusiast, Delegator, or Hands Off.
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Independence brings freedom
Our “product” is our guidance and advice, not specific investments. We are neutral and transparent when selecting the solutions necessary to implement your plan.
It is a journey,
not a destination
No matter what your stage of life and career, we can help you. As you change and grow, we adjust so your plan continues to fit your needs.
Investing, not trading
It is not flashy, but the long term outlook has stood the test of time. We seek to capitalize on this trend through patience and discipline rather than guessing when to zig and when to zag.
Putting it all together
All the parts of your life are connected. Getting to know you goes beyond your finances. We want to know your values, hopes, and dreams so your success is not purely financial. A life measured only in dollars can never be rich.
The media provides exposure, not advice
In this age of information overload, there are an over-whelming number of financial opinions. We help you focus on your specific financial goals by using our experience and knowledge as a filter to cut through the constant noise and chatter.
You are not your neighbor
There is no magic formula that works for everyone. We have the knowledge, experience and tools to help you plan and achieve your goals.
It takes two to tango
We provide the know-how; you provide direction and guidance.
Wealth is not determined by money
Wealth is determined by love, happiness, and relationships. The number of dollars in your account does not make you more or less than anyone else.
Simplicity
It is our job to explain your money in simple and straight-forward terms, not to impress you with jargon and investment “speak”. You can never ask too many questions.
All the parts of your life are connected which is why we want to know more about you than your finances. We want to know your values, hopes, and dreams. Maybe you want to know a little about us too. Here are the people who, together, make the magic happen at DV Financial.
Art Dinkin, CFP®
Owner & Certified Financial Planner™ Practitioner
adinkin@dvfin.com
In 1989 Art started his career in financial services as an agent for Mutual of Omaha in Shelton, Connecticut. He quickly climbed the corporate ladder and during his ten year tenure he served as a District Manager, an Advanced Markets Consultant, and General Manager Unassigned in the company’s home office in Omaha, Nebraska. In 1999 he accepted a transfer to Des Moines and shortly thereafter decided to change career tracks from management to building his own practice. After leaving Mutual of Omaha, Art associated with New York Life and later Central Financial Group before launching DV Financial in 2009. Art is an experienced speaker and teacher. After several years of teaching industry courses to professionals for career enhancement and continuing education, he was offered a part time faculty position teaching business courses for Des Moines Area Community College where taught Introduction to Investments, Personal Finance, Introduction to Management, Small Business Management, and Introduction to Business for 10 years.
Art holds a broad complement of insurance licenses and securities registrations. He earned his Life Underwriter Training Council Fellow (LUTCF) designation in 1992, Charter Life Underwriter (CLU) in 1994, Chartered Financial Consultant (ChFC) in 1999, and Certified Financial Planner TM in 2002. He is a past president of the Des Moines Association of Insurance and Financial Advisors and was awarded the Gene Hilton award for outstanding service to the organization in 2007.
Art and his wife, Christina, live in Clive with their son and two daughters. Before the kids took up competitive swimming, Art used to be a pilot for the Des Moines Skydivers and enjoyed long distance running. Now he is often found at swim meets where he is an active swimming official or enthusiastically cheering for his kids.
Grayeson Griess
Financial Advisor
ggriess@dvfin.com
I began my journey in the financial services industry in October 2020. My primary goal is to help individuals and families pursue financial confidence, helping them prepare for all stages of life, particularly as they approach retirement. I have seen firsthand how financial stability can impact a person’s quality of life, and I’m committed to guiding my clients toward a future where they feel confident and secure in their financial decisions. I believe in starting early, helping younger clients get a head start on their financial planning, so they can start building a solid foundation for the future. Whether it’s saving for retirement, funding a child’s education, or managing day-to-day financial needs, my focus is on helping clients work towards their financial goals with a clear, strategic plan in place. In addition to my broader financial planning work, I have significant experience with Medicare and retiree benefits, helping clients navigate these complex areas with confidence and clarity as they transition into retirement. I’m proud to be part of the team at DV Financial, where our client-first philosophy aligns closely with my personal values.
My core values are the foundation of my work and guide every interaction I have with clients. Honesty is paramount; I believe in being transparent and straightforward, ensuring clients fully understand their financial situation and the strategies we develop together. This approach helps build trust, which I consider essential in any client relationship. When clients know they can rely on me to provide clear and honest guidance, it helps foster a strong relationship where they can feel confident in their financial decisions.
In my personal life, I’m passionate about spending time outdoors, whether it’s fishing, kayaking, or hunting. I make it a point to travel as often as possible, exploring national parks and monuments across the country. Community involvement is also important to me, and I’m active in various groups at my church in Urbandale. Being engaged with my community and enjoying nature allows me to maintain a balanced and fulfilling life, which in turn helps me stay focused and energized in my professional endeavors.
Paisley
Chief Beagle Officer
She is a dog. She really can't respond!
Paisley joined the DV Financial team in December 2018 as a young pup without any industry experience. During her furry tenure, she has developed a unique role in the operation.
For example, she provides primary notification whenever someone new comes to the office. First to arrive, she makes sure everything is in order and nothing smells rotten. She likes to attend client meetings in the hopes of someone tossing her a bone or providing a few pats on the head or scratches to her belly or behind the ears.
We do have concerns about her future development within the organization as she often falls asleep during client meetings and has been known to snore or make noises as she dreams of running and chasing wildlife.
Despite her misgivings, she does make people smile and brings joy (and a little shedding) to all who visit. Don't worry too much about the shedding. We are happy to provide a lint brush so you leave DV Financial cleaner than you arrived.