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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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.
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.
It takes two to tango
We provide the know-how; you provide direction and guidance.
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.
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.
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.
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.
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.
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.
Kaylin Stevenson
Administration & Office Manager
kstevenson@dvfin.com
Kaylin brings a wealth of knowledge and a passion for financial planning to her role as Administrative Assistant at DV Financial. She holds a bachelor’s degree in Health Sciences and a master’s degree in Health Informatics and Analytics from Drake University, where she graduated in 2023.
After completing her education, Kaylin spent a year working as an independent health insurance agent. It was during this time that she discovered her enthusiasm for helping people manage their financial stress and plan for their future. This realization inspired her to transition into a role where she could support the team behind the scenes, ensuring that operations run smoothly and efficiently.
Outside of work, Kaylin lives in West Des Moines with her husband, Isaac, and their adorable pets: two cats, Paisley and Charlie, and a lively beagle puppy named Daisy. Although having a beagle is not a requirement to join the DV Financial team, Paisley, our Chief Beagle Officer, might have a different opinion on the matter.
Kaylin is committed to contributing her skills and energy to support the team and help clients achieve their financial goals.
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.