At Mote Wealth, we are convinced that our team approach allows us to provide you with the highest level of service. Rather than working with just one advisor, you get the peace of mind of knowing that you are working with a team of advisors who are collaborating to provide the best solutions to your needs.
Jean Mote, CFP® | Partner, Wealth Manager
As a Wealth Manager, Jean enjoys helping clients achieve financial independence. Jean is a NAPFA-Registered Financial Advisor and CERTIFIED FINANCIAL PLANNER™ professional. She was formerly a high school English teacher and librarian. Prior to founding Mote Wealth Management, the first Fee-Only financial planning firm in Eastern Iowa, Jean held executive level positions at telecommunications companies. Jean has served as a member of the NAPFA Midwest Board of Directors and as co-leader and founder, with Eric, of the Iowa NAPFA Study Group. Jean has been quoted in several financial publications including The Wall Street Journal. In her free time, Jean enjoys time spent with Eric, reading, fishing, cooking, and the company of family and friends.
Eric Mote, CFP® | Partner, Wealth Manager
As a Wealth Manager, Eric assists clients in accomplishing their financial goals. Eric is a NAPFA-Registered Financial Advisor and CERTIFIED FINANCIAL PLANNER™ professional. With an education in engineering technology, Eric began his professional career in telecommunications. Eric gained experience in executive level positions and independent consulting prior to founding Mote Wealth Management and establishing the first Fee-Only financial planning firm in Eastern Iowa. Eric and Jean served as co-leaders and founders of the Iowa NAPFA Study Group. Eric is a life-long resident of Cedar Rapids, Iowa. In his free time, Eric enjoys time spent with Jean, reading, fishing, and the company of family and friends.