CDFS Financial Strategies
Kelly Christensen & Mathew Driscoll, CFP

CONNECT

Address:

Thunder Ridge Court
2302 West 1st Street
Suite 201E
Cedar Falls, IA 50613

Phone:

(319) 266-6270

Fax/Other:

(319) 266-6290

Our Professionals

Kelly Christensen Financial Advisor Cedar Falls Iowa Principal Financial GroupKelly P. Christensen is a financial professional. Kelly has over ten years of industry experience. He holds life and health insurance licenses in the state of Iowa, along with Financial Industry Regulatory Authority (FINRA) securities registrations 6 and 63.

Kelly has helped business owners and executives, as well as individuals and families, in numerous areas, including: wealth accumulation strategies; wealth transfer; exit planning; retirement income; and estate planning.  As a core practice, he strives to bring perspective to clients by helping each of them see different alternatives to reaching stated financial goals, then working with each client to help them implement strategic solutions to achieve that goal.

Outside of his duties with the firm, Kelly serves as a director with First Maxfield Mutual Insurance Association in Denver, IA, and  is a member of the Cedar Valley chapter of the National Association of Insurance and Financial Advisors (NAIFA).  His other activities and civic pursuits include:  Rotary Club of Cedar Falls; Junior Achievement volunteer; and a recently-completed term on both the Pastoral and Finance Councils at St. Patrick Catholic Church in Cedar Falls.  He is also a regular contributor to the Cedar Valley Business Monthly.

Kelly is a graduate of both Waldorf College with an A.A. in Business, and the University of Northern Iowa with a B.A. in Marketing.

Kelly and his wife Stacey live in Cedar Falls and have three children, Lily, Eva, and Leo.  When not at the office, Kelly enjoys family time, golfing, fishing, and reading.

 

Mathew Driscoll CFP Financial Advisor Cedar Falls Iowa Principal Financial GroupMathew D. Driscoll, CFP®, is a financial professional. Mathew has over fifteen years of industry experience and, as a Certified Financial Planner™ practitioner, focuses on customized investment portfolios and tailored financial strategies. He holds Financial Industry Regulatory Authority (FINRA) securities registrations 6, 7, 24, 63, and 66, as well as active Iowa life and health insurance licenses. 

Prior to starting CDFS Financial Strategies, Mathew spent eight years with LPL Financial Services. 

Presently, Matt serves as a director for Homeland Energy Solutions, LLC, a publicly reporting ethanol production facility in Lawler, IA.  He presently serves on the St. Patrick Catholic chruch Finance Council.  Matt is also an active member of Cedar Valley Young Professionals.

Matt graduated cum laude from the University of Northern Iowa, with a B.A. in both Accounting and Finance.

Matt and his wife Mary live in Cedar Falls and have three children, Liam, Jackson and Elyse.  In his free time Matt enjoys golfing, biking, reading, and spending time with his family.

 

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck