• Scott Stoltenberg, CPA

    Founding Partner


Scott’s steady and deliberate journey of examining information to deepen his understanding is a daily process that energizes him. With judgement rarely clouded by personal feelings or opinions, he simply considers the evidence and studies the facts when working to help clients achieve their financial objectives.


  • Series 65 Uniform Investment Adviser Law
  • BA in Accounting and Business Administration from St. Ambrose University
  • Iowa Life, Health, and Variable Insurance license

Industry Experience:

  • Vice President - Investment; UBS
  • Vice President - Investments; Piper Jaffray
  • Controller; Heart of America
  • Supervisor – Tax; RSM McGladrey, Inc.


Scott developed his work ethic while growing up on a farm in west Davenport. His first job was collecting eggs, cleaning them, and packaging them for sale. As the farm transitioned from one generation to the next, chickens were replaced with hogs. The days got longer and the work got harder. Now the farm transitions once again to the next generation. In his spare time, when not planting or harvesting, Scott helps repair and preserve the historic buildings that still sit on the family farm.

Scott and his wife Amy are enjoying their lives as empty nesters. Combined, they have four boys, two girls, and a granddaughter. Jessica is a master stylist and lives in Davenport with her husband Gregg and daughter Alina. Justin owns a trucking company in Northwest Iowa and dabbles in real estate. In 2017, Jacob received his Bachelors in Economics with a Minor in Business Administration and a Certificate in Leadership Studies from the University of Iowa. He plans on working with Justin to build a real estate business. Holly received her BS in Kinesiology and Health from Iowa State, where she was also a Cyclone cheerleader. She currently works with clients in their homes and plans on attending Drake in the Fall of 2018 to work toward her doctorate degree. Joshua and Luke are in the process of determining where their passions lie.

"Any day I’ve learned something new is a good day. Any day I’m able to help someone with what I’ve learned is a great day."