Gilbert & Cook - Private Wealth Management

05/06/2026

Premiere day is almost here! Get ready for an exclusive behind-the-scenes look at Gilbert & Cook’s holistic approach to wealth management. See how we empower our clients to Live a Life of Abundance®, offering sophisticated investment strategies, building genuine relationships and creating a truly unique experience.

Don’t miss our upcoming feature on “All Access with Andy Garcia.” Airing soon!

https://www.gilbertcook.com/timely-topics-1/2026/5/6/gilbert-amp-cook-featured-on-public-television

04/28/2026

Celebrating a special milestone today—20 years of Megan Rosenstiel at Gilbert & Cook.

Megan’s passion for helping clients navigate complex financial decisions—especially during times of transition—has made a lasting impact on so many families we serve. Beyond that, she’s a trusted leader, a mentor to our team, and a driving force behind the thoughtful, high-touch experience we strive to deliver every day.

Megan, thank you for your dedication, your leadership, and the care you bring to everything@ you do. We’re incredibly grateful to have you.

Here’s to 20 years—and counting!

04/09/2026

So much fun hosting Rush Hour with the West Des Moines Chamber of Commerce! We have so many wonderful businesses and professionals in this community. Thank you to everyone who came out!

03/26/2026

What if your investments reflected what matters most to you?

Our Chief Investment Strategist, Chris Cook, recently joined the DSM Wealth Podcast to discuss how values-based investing is evolving—and why more investors are seeking alignment between their portfolios and their personal beliefs.

Today’s investors aren’t just asking, “How am I performing?”
They’re asking, “Does my portfolio reflect who I am?”

🎧 Listen to the full conversation: https://www.gilbertcook.com/timely-topics-1/2026/3/26/q3967aynpj6w27ub5maskpjf0gy3yo

At Gilbert & Cook, we believe true wealth is about more than performance—it's about living a life of abundance.

What if your investments could do more than grow your wealth—what if they could reflect what matters most to you? In a recent feature on the DSM Wealth Podcast, Chris Cook, CPA, CFA , Partner and Chief Investment Strategist at Gilbert & Cook, explores how values-based investing is evolving

03/10/2026

Welcome Ryan Boatman! Ryan joined Gilbert & Cook as a Senior Tax Strategist, where he provides sophisticated tax and estate planning strategies designed to align seamlessly with each client’s broader financial plan. By collaborating closely with clients’ tax preparers and attorneys, Ryan helps ensure that financial decisions are proactive, coordinated, and purpose-driven.

Read more about Ryan online: https://www.gilbertcook.com/ryan-boatman

02/23/2026

Chief Investment Officer, Brandon Grimm at the 2026 Junior Achievement of Central Iowa Stock Market Challenge! It was an impactful day in the community; empowering the next generation of investors.

Read more about this wonderful event in the 2026 Impact Report: https://simplebooklet.com/fy26jasmcimpactreport =1

The JA Stock Market Challenge is almost here!
The Investment Hour is a key part of the Challenge, giving students the opportunity to hear directly from professionals about investing, market strategy, and real-world decision-making.

A big thank you to our speakers for sharing their time and expertise:
⭐ Julie McGonegle, Financial Services Administration VP at FBL Financial Group, Inc.
⭐ Signe Olson, Financial Advisor at Naviture
⭐ Chad Volkert, Director, Risk Analytics and Enterprise Risk Management at John Deere
⭐ Paul Wampler, Senior Manager, Audit Services at RSM
⭐ Kevin Croft, Distinguished EMC Associate Professor of Practice, Director of the Kelley Center for Insurance Innovation, and Director of the School of Actuarial Science and Risk Management at Drake University
⭐ Brandon Grimm, Partner & Chief Investment Officer at Gilbert & Cook Private Wealth Management

We're excited for an impactful hour of learning and inspiration!

02/04/2026

Proud to support St. Vincent de Paul of Des Moines Freeze Out Hunger campaign to help reduce food insecurity amongst Iowans in need. Currently there are 57,000 individuals that report facing these challenges in Polk County alone.

To support their mission, Gilbert & Cook will host a donation bin in our main lobby where you can drop off nonperishable items and personal hygiene products from February 1st to March 31st. All donations will then go to the two SVdP food pantries.

01/14/2026

The start of a new year is a perfect time to pause and reflect.

As life grows and changes, our finances often do too — and that’s a good thing. Growth brings opportunity, purpose, and sometimes a little more complexity along the way.

We created a New Year Reflection Checklist to help you think about what matters most as you head into 2026 — from clarity and confidence to legacy and living a life of abundance.

Take a few quiet minutes to reflect and reset for the year ahead.

Read the checklist here: https://www.gilbertcook.com/timely-topics-1/2026/1/7/a-new-year-reflection-checklist

12/12/2025

📻 Live now! Our very own Zach Ripka is on the radio for the Two Days of Compassion Radiothon supporting Variety Children’s Charity! 💛

We’re proud to stand with this incredible organization that brings joy, support, and life-changing opportunities to kids with special needs. Today and tomorrow, join us in making a difference for families across our community. 🙌

👉 Learn more about the event and donate here: https://varietyiowa.com/compassion

Thank you, Zach, for being out there representing Gilbert & Cook and helping raise compassion, awareness — and support! 💙

10/30/2025

Happy Birthday to Linda Cook! 🎂