Our Team

Our Team

banner-about-us

 

Mark Law, CIMA®, AIF®

Iowa City | Chief Investment Officer | Registered Principal

Mark serves as the chief investment officer for UICCU Wealth Management. Mark is a graduate of the University of Iowa and a Certified Investment Management Analyst® (CIMA®) certificant through the Investment Management Consultants Association® (IMCA®). He completed the Level II Certified Investment Management Analyst Program through the Wharton School at the University of Pennsylvania. Mark is also an Accredited Investment Fiduciary® (AIF®) designee through fi360® Global Fiduciary Insights and a Chartered Mutual Fund CounselorSM (CMFC®) designee through the College for Financial Planning®. In coordination with these designations, Mark holds FINRA Series 7, 24, 31, 53, 63, and 65 securities registrations through Commonwealth Financial Network®, as well as life and health insurance licenses*, including long-term care.

Along with his professional accomplishments, Mark has served his local community as a volunteer for many groups, including the Community Foundation of Johnson County, BPO Elks Lodge, St. Mary’s Parish in Riverside, the 309 Templin Road Corporation, 100+ Men Who Care, and Iowa City Hospice.

*Fixed insurance products and services offered through UICCU Wealth Management.

Michael Lehman, CFP®, AIF®

Iowa City | Director of Advanced Planning | Wealth Advisor

Michael serves as the director of advanced planning for UICCU Wealth Management. Michael has served as a wealth advisor for more than two decades, helping clients with investment management, retirement planning, retirement plan design, education planning, insurance planning, wealth transfer, and estate planning. A graduate of Graceland College, Michael is a CERTIFIED FINANCIAL PLANNERTM (CFP®) professional and an Accredited Investment Fiduciary® (AIF® ) designee through fi360® Global Fiduciary Insights. Additionally, Michael holds FINRA Series 6, 62, and 63 securities registrations through Commonwealth Financial Network®, as well as life and health insurance licenses*, including long-term care.

Michael has served as a volunteer and past board member with various local organizations, including Mayor’s Youth Empowerment Program, Table to Table, and the BPO Elks Lodge.

*Fixed insurance products and services offered through UICCU Wealth Management.

Carrie Wagner, AIF®

Iowa City | Director of Private Banking | Wealth Advisor

Carrie serves as director of private banking* and wealth advisor for UICCU Wealth Management. Carrie grew up in Nevada and attended the University of Nevada, Las Vegas, but she now calls Iowa home. Carrie has more than 16 years of banking experience and is able to provide high-net-worth clients innovative financial solutions to support their immediate banking and borrowing needs, as well as their long-term financial goals. In addition to Carrie’s extensive banking background, she holds FINRA Series 7 and 66 securities registrations with Commonwealth Financial Network® as well as life and health insurance licenses**. Carrie is also an Accredited Investment Fiduciary® (AIF® ) designee through fi360® Global Fiduciary Insights.

Carrie is actively involved in the Eastern Iowa Corridor, serving on multiple area boards and committees, including Iowa Women’s Foundation, Iowa Valley Habitat for Humanity, and Housing Trust Fund of Eastern Iowa

*Banking and loan products and services offered exclusively through University of Iowa Community Credit Union (UICCU) are separate and unrelated to Commonwealth Financial Network.
**Fixed insurance products and services offered through UICCU Wealth Management.

 

Eli Wynes, AIF®

Iowa City | Managing Director | Wealth Advisor

Eli serves as managing director for UICCU Wealth Management. Additionally, Eli serves as a wealth advisor, helping clients with investment management, retirement planning, wealth transfer, and insurance planning. A graduate of the University of Iowa, where he was a Rotary scholarship recipient, Eli holds FINRA Series 7 and 66 securities registrations with Commonwealth Financial Network®, as well as life and health insurance licenses*, including long-term care. Eli is also an Accredited Investment Fiduciary® (AIF®) designee through fi360® Global Fiduciary Insights.

Eli has served as a volunteer and past board member for a number of local organizations, including Iowa City Hospice, Community Foundation of Johnson County, Wounded Warrior Project, Iowa City Alliance Soccer Club, Go for the Goal Campaign, Ronald McDonald House, and the United Way.

*Fixed insurance products and services offered through UICCU Wealth Management.
 

Mike Young, AIF®

Iowa City | Director of Strategic Initiatives | Wealth Advisor

Mike Young serves as the director of strategic Initiatives for UICCU Wealth Management. Mike’s vision and work have brought together the services of Commonwealth Financial Network® and a diverse team of experienced professionals. Mike is a graduate of Rollins College and spent a number of years working with a large, multinational investment firm in the Dallas area before returning to his roots in Iowa. Mike holds FINRA Series 7, 63, and 65 securities registrations through Commonwealth, as well as life insurance licensing*. Mike is also an Accredited Investment Fiduciary® (AIF®) designee through fi360® Global Fiduciary Insights.

Mike is an extremely visible person in the community having served with the Ronald McDonald House and the Regina Catholic Foundation.

*Fixed insurance products and services offered through UICCU Wealth Management.

Mike Murray, CRPC®, AIF®

Coralville | Wealth Advisor

Mike serves as a wealth advisor, helping clients with investment management, retirement planning, and insurance planning. Mike is a Chartered Retirement Planning CounselorSM (CRPC®) designee through the College for Financial Planning® and an Accredited Investment Fiduciary® (AIF®) designee through fi360® Global Fiduciary Insights. Additionally, Mike holds FINRA Series 7, 63, and 66 securities registrations through Commonwealth Financial Network®, as well as life and health insurance licenses*, including long-term care.

Mike has been actively involved in the community. He currently serves on the board of directors for the Iowa City Lions Club, Iowa City Lions Foundation, the Old Creamery Theater, and finance committee of his church. Mike has also served as treasurer for Clear Creek Amana Boosters Club and is a past president of the Iowa City Lions Club.

*Fixed insurance products and services offered through UICCU Wealth Management.

Mollie Thomsen, AIF®

Iowa City | Branch Operations Manager | Registered Principal | Wealth Advisor

Mollie serves as the branch operations manager and wealth advisor for UICCU Wealth Management. Mollie is a graduate of the Tippie College of Business at the University of Iowa and holds FINRA Series 7, 24, and 66 securities registrations through Commonwealth Financial Network®, as well as life and health insurance licenses*, including long-term care. Along with her management responsibilities, Mollie helps clients with a focus on investment management, retirement planning, education planning, and insurance planning. Additionally, Mollie is an Accredited Investment Fiduciary® (AIF®) designee through fi360® Global Fiduciary Insights.

Mollie is an active volunteer with Iowa City Hospice, United Way, UI Women in Business Mentorship Program, and Junior Achievement of Eastern Iowa.

*Fixed insurance products and services offered by UICCU Wealth Management.

David Ernst, AIF®

Cedar Rapids | Wealth Advisor

David serves as a wealth advisor and brings nearly 20 years of industry experience to clients through investment management, retirement planning, and retirement plan design. David is a graduate of Coe College in Cedar Rapids and holds FINRA Series 7 and 63 securities registrations through Commonwealth Financial Network®, as well as his life insurance license*. David is also an Accredited Investment Fiduciary® (AIF®) designee through fi360® Global Fiduciary Insights.

David has been a staple in the Cedar Rapids community through his work as a volunteer coach at Kennedy High School. David is also a board member for the Boys and Girls Club of Cedar Rapids, where he serves as chairman of the investment committee.

*Fixed insurance products and services offered through UICCU Wealth Management.

Trent Von Ahsen, CFP®, AIF®

Cedar Rapids | Wealth Advisor

Trent serves as a wealth advisor and helps clients with investment management, retirement planning, education planning, wealth transfer, estate planning, and insurance planning. A graduate of the Tippie College of Business at the University of Iowa, Trent holds FINRA Series 7 and 66 securities registrations through Commonwealth Financial Network®, as well as life and health insurance licenses*, including long-term care. Trent has earned a Certificate in Financial Planning from Boston University and is a CERTIFIED FINANCIAL PLANNER™ (CFP®) professional. Additionally, Trent is an Accredited Investment Fiduciary® (AIF®) designee through fi360® Global Fiduciary Insights.

Trent has served as a volunteer and project leader for Iowa Valley Habitat for Humanity. He is currently active with Junior Achievement of Eastern Iowa and the Cedar Rapids Jaycees.

*Fixed insurance products and services offered through UICCU Wealth Management.

Dee McAlpin, AIF®

Iowa City | Wealth Associate

Dee serves as a wealth associate for UICCU Wealth Management. In this role she helps clients with investment management, retirement planning, wealth transfer, and insurance planning*.  Dee is graduate of Iowa State University and holds FINRA Series 7, 63 and 65 securities registrations through Commonwealth Financial Network®, as well as her life and health insurance license*. Additionally, Dee is an Accredited Investment Fiduciary® (AIF®) designee through fi360® Global Fiduciary Insights.

Dee has served as a volunteer with Habitat for Humanity, United Way, DeGowin Blood Center, and Hall-Perrine Cancer Center Ribbon Ride. 

*Fixed insurance products and services offered through UICCU Wealth Management.

Seth Penney, AIF®

Iowa City | Wealth Associate

Seth serves as a wealth associate for UICCU Wealth Management. In this role he helps clients with investment management, retirement planning, wealth transfer, and insurance planning*. Seth is a graduate of the University of Kansas School of Business and holds FINRA Series 7 and 66 securities registrations through Commonwealth Financial Network®, as well as life and health insurance licenses*.  Seth is also an Accredited Investment Fiduciary® (AIF®) designee through fi360® Global Fiduciary Insights.

Seth is an active volunteer with Iowa City Hospice and the United Way of Johnson County.

*Fixed insurance products and services offered through UICCU Wealth Management.

Austin Svatos

Iowa City | Wealth Associate

Austin serves as a wealth associate for UICCU Wealth Management. Austin provides operational support to the wealth advisors and their clients. Austin graduated from the University of Iowa's Henry B. Tippie College of Business with degrees in both finance and economics. Additionally, Austin holds FINRA Series 7 and 66 securities registrations through Commonwealth Financial Network®, as well as life and health insurance licenses*. 

Austin was a member of the Financial Management Association during his time in college and is currently involved with Big Brothers Big Sisters in Iowa City.

*Fixed insurance products and services offered through UICCU Wealth Management.