Ross Junge

About Ross Junge

Someone is sitting in the shade today because someone planted a tree a long time ago.” – Warren Buffett After spending over two decades on the institutional investment side of the financial industry, I felt compelled to begin the next chapter of my professional career with a company that understands the value of comprehensive financial planning. Over the years, I observed Northwestern Mutual’s transformation from ”The Quiet Company” into a multifaceted wealth management platform that tailors to its clients’ diverse financial planning and investment needs. At McGill Junge Wealth Management, we position ourselves at the center of our clients’ financial lives, we partner with them during the wealth accumulation phase of their lives in order for them to experience a worry-free, enjoyable retirement during the distribution phase. The relationships we cultivate with our clients are founded on the basis of mutual trust, collaboration and the confidence that our team will anticipate and execute all the major and minor details of your comprehensive financial plan. Whether you are navigating your financial planning journey at age 45 or 65, we have walked a mile in your shoes - and know what tools and strategies to implement along the way. If I can help you or someone you know, please contact me: or r••••••••@nm.comSpecialties: Wealth Management | Comprehensive Financial Planning | Investment Management | Portfolio Management | Charitable Planning | Retirement Solutions | Asset + Income Protection | Business Planning | Retirement StrategiesDesignations & Licenses: CFA® | RICP® | Series 7, 63

Experience

1. Co-founder & Partner of Mcgill Junge Wealth Management

   Mcgill Junge Wealth Management

   Jan 2013 — Present · Clive, IA, US

   At McGill Junge Wealth Management, my extensive corporate background in institutional investment management and successful team building act as complementary skill sets to the credentials, insurance and planning expertise of our co-founder, Ed McGill. As an integrated boutique wealth management firm, McGill Junge Wealth Management strives to be at the center of each client’s financial path at every stage of their lives. Our comprehensive approach to financial planning identifies a client’s personal goals, develops a blueprint for achieving those goals, and implements a core strategy that ensures long-term, rewarding results. We work closely with business owners, families, and executives to navigate the unique situations and unexpected challenges they may face when planning their financial futures. Our team is equipped with the credentials, knowledge and intellectual horsepower to provide our clients with the proactive tools to help them think through each step of the process and make the best decision that aligns with their individual values - from wealth accumulation and preservation to getting comfortable with retirement and choosing the most tax-efficient ways to impact the community through a charitable legacy. If I can help you or someone you know, please contact me: or r••••••••@nm.com

Education

• University of Iowa

  Masters of Business Administration, Finance

  1992 — 1996

• Simpson College

  Bachelor of Arts, Economics, Business Management

  1988 — 1992

Skills

• Asset Managment
• Derivatives
• Asset Allocation
• Mutual Funds
• Fixed Income Analysis
• Investments
• Fixed Income
• Portfolio Management
• Financial Risk
• Asset Management
• Investment Management
• Bonds
• Bloomberg
• Investment Strategies
• Alternative Investments