Our Professionals
Kelly P. Christensen is a financial professional. Kelly has over fifteen 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 strategies. 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 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 and Junior Achievement volunteer.
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 D. Driscoll, CFP®, is a financial professional. Mathew has over twenty 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.
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.
Adrian J. Turner, is a financial professional. He holds Financial Industry Regulatory Authority (FINRA) securities registrations SIE, 6, 7, 63, and 65., as well as active Iowa life and health insurance licenses.
Adrian specializes in comprehensive financial planning, investment management, retirement planning, education planning, debt management, risk management, estate planning, and financial education. His ideal clientele is anyone open to a conversation but he's especially passionate about individuals and families who are in the early stages of building their wealth and are looking to establish a solid financial foundation. He also focuses on medical professionals as his Wife is in the medical field, giving him a personal understanding of their needs.
Adrian graduated from the University of Northern Iowa with a B.A. in both Finance and Real Estate.
Adrian and his wife, Gina, live in Cedar falls with their Australian Shepard, Jersey. In his free time, you'll find Adrian spending time with his Wife, dog, family, and friends. He enjoys being outside hunting and fishing, but you might also find him nose deep in a good book or playing the guitar.