James W. Thompson, CFA®, CFP®
Jim Thompson began his career as an investment research analyst and held several positions in the asset management industry prior to joining Value Wealth Management in 2008. His experience in assisting his parents retire from farming illustrated the need for an advisor to help clients to coordinate multiple aspects of their financial life including investing, tax planning, cash flow management, and estate planning.
Jim began his career as a junior analyst in the equity research department of Robert W. Baird & Co. in Milwaukee Wisconsin. Jim also worked as a High Yield analyst for Principal Global Investors. He was an Equity Analyst and Director-Investment Strategy and Equity Research for Investors Management Group. He served as a Senior Securities Analyst for Aviva Investors. During his time as an analyst and portfolio manager, Jim had the opportunity to research several different industries and asset classes. This variety of experiences helped him to analyze financial markets from a number of perspectives.
Jim holds a degree in Finance with a minor in Economics from Drake University. He earned an MBA® degree with a concentration in Finance from the Tippie School of Management at the University of Iowa.
Jim serves on the Advisory Board to the Securities Analysis class at Drake University. He also is an advisor to the Jack Pribaz Foundation, a non-profit organization supporting research for neonatal onset epilepsy caused by mutations of the KCNQ2 gene.
Donna Yeager is the office manager for Value Wealth Management LLC and has more than 16 years of experience with our company. Donna earned a B.B.A. in Finance from the University of Iowa, and her experience with banks, brokerage houses and insurance companies provides her with an excellent operational knowledge of the financial marketplace. Donna enjoys traveling and going to Iowa Hawkeye football games.
John M. Hawley, CFA®
John Hawley is responsible for portfolio management for Value Wealth Management. John has over 25 years of institutional portfolio management experience. His knowledge and experience allows him to construct, manage and monitor investment portfolios to meet client financial objectives.
John’s investment experience began in 1986, as an investment analyst for Reimer & Koger Associates. John’s responsibilities included evaluating, structuring, and monitoring equity and fixed income investments in private and publicly held companies. From 2013 to 1992, John worked for Aviva Investors in various portfolio management and leadership positions. In his last role, John served as the V.P. Senior Investment Grade portfolio manager and had management responsibility for all investment grade corporate fixed income portfolios totaling over $30 billion. John has extensive experience in portfolio construction, asset allocation, trading, and risk management.
John holds a B.S. in Business Administration with a Finance major from Kansas State University. He is a Chartered Financial Analyst charterholder.
Philip Kreznor, CFP®
Phil Kreznor is a CERTIFIED FINANCIAL PLANNER™ professional, having passed the CFP®© Certification Examination in November 2014. In 2016 he celebrated 6 years of working with Jim & Donna, helping clients, performing research, and completing numerous projects at Value Wealth Management. Phil is a graduate of Drake University, having earned a B.S. in Business Administration double majoring in Accounting and Finance with a concentration in Insurance. Phil previously interned with EMC Insurance Companies in Des Moines and the Northwestern Mutual Financial Network near his hometown of Woodstock, Illinois. Phil enjoys the outdoors and earned the rank of Eagle Scout while a member of the Boy Scouts of America. Connect with Phil at https://www.linkedin.com/in/philipkreznor.