^{The work of a lifetime,}Stewardship, one relationship at a time.

JD started working as a financial professional with Principal^® Financial Network in 2018 running a solo practice which has organically grown into the Legacy Wealth Management team with his business partner Alec Sindelar. He began building his knowledge of the financial services industry while in college in 2016 working at Cambridge Investment Research, Edward Jones, and then Community 1st Credit Union. Having experience in various roles prior to graduating with a B.B.A in Finance from the University of Iowa, Tippie College of Business.

Originally from Mount Pleasant Iowa, JD grew up in a tight-knit community in Southeast Iowa. He started working on his grandmother's farm at the Age of 12 while volunteering with the Midwest Old Threshers and Boy Scouts of America where he obtained the rank of Eagle Scout.

JD's early experiences have assisted him with developing communication and strategic thinking skills necessary to perform comprehensive financial planning for his clients. He strives to provide confidence and comfortability for each and every individual, family, and business he meets with. He believes that educating the client is one of the most important pieces of an individual’s financial plan and strives to educate each and every client he serves. He is always asking for client feedback to improve the customized service he offers to each client making them feel that the service they are receiving is truly customized for them and their personal situation. You will find him traveling on occasion to visit clients across the country to continue to provide that personalized face to face service that he is recognized for, no matter how far that may take him.

JD currently lives in Iowa City area and is actively involved in the Corridor community. He currently serves as a Student Mentor for the University of Iowa, is a finance committee member for the Hawkeye Area Boy Scout Council, a member of the Associates Board for Tanager Place, and serves on the Young Alumni Board for the Tippie College of Business at the University of Iowa. He is also a member of NAIFA – Cedar Rapids (National Association of Insurance and Financial Advisors), Financial Management Association, and The Society of Financial Service Professionals.

Alec has 8 years of experience in the insurance and financial services industry. His mission is to give people a place where they can confidently and comfortably discuss their financial situation, goals, and fears. By building long-lasting relationships, Alec hopes his clients will gain confidence knowing that he has helped them develop a plan which will help them reach their financial goals. Alec feels that it is important for his clients to be educated on why a strategy was chosen and how it is working towards their goals. Alec focuses on offering comprehensive financial strategies to individuals, medical professionals, and families at any stage of their career. He also provides comprehensive and innovative solutions to business owners designed to help them protect their business, their employees, and their personal lifestyle.

In his free time, he enjoys spending his time with his wife Morganne and their son Mason, golfing, and cycling. He is also a volunteer firefighter and a certified medical officer. He is originally from the Omaha area where he frequents back home to serve clients, as well as see his friends and family that have supported him and his endeavors.

Dave lives in Cedar Rapids with his wife Darcy. They are parents to 3 wonderful children, Keri, Kyle, and Audrey. He is actively involved in 100+ Men Who Care in Cedar Rapids as well as being a member of the Metro Rotary North Rotary Club, including being their past President. Dave has a Bachelors of Finance Degree from Iowa State University, and he has 20+ years of experience in the financial services & investments industry, including 18 years as a Corporate Accountant and CFO. He specializes in working with business owners, pre-retirees, and generational wealth families. He currently hold his Retirement Income Certified Professional (RICP®) designation from the American College as well as his FINRA Series 6, 7, 63, and 65 licenses. Outside of the office, Dave likes to spend his free time traveling with his wife Darcy, and visiting their grandchildren.

Traeton began his career in the financial services industry shortly after graduating from the University of Iowa. Growing up in rural Northeast Iowa in the town of Sumner, he was raised on small town values where community and family have always been prioritized. He learned the value of hard work and the importance of personal connections. This background shaped his approach to financial planning, where he is dedicated to helping his clients achieve their personal and financial goals.

His focus is on providing clients with a sense of stability, allowing them to confidently pursue what truly matters in their lives. Specializing in retirement strategies, investments, and wealth-building, Traeton works with medical professionals, government employees, entrepreneurs, and young families, tailoring financial strategies to their unique needs and aspirations.

Traeton’s approach is built on trust, transparency, and clear communication. He believes that building strong relationships with clients is essential to providing personalized financial guidance. His goal is to empower clients by helping them make informed decisions that help support long-term financial success.

Outside of work, he enjoys sports, especially following Chicago teams. He is always up for watching a game and staying engaged in the sports world. While not married, he shares his time with his girlfriend and his unique pet—a hairless Chinese Crested dog.

Jeremy focuses on helping individuals and families understand their financial decisions and organize a plan that reflects what matters to them. His approach starts with getting to know each person’s goals, especially around retirement and investing, and then laying out clear steps that fit the client’s circumstances. He values reliable follow‑through and steady communication to help clients stay informed about how their plan evolves over time.

Jeremy works with a wide range of clients, with particular interest in young professionals, newly married couples, families, and entrepreneurs. His practice centers on long‑term planning for retirement and investing, with the aim of aligning actions to goals and time horizons. He emphasizes plain‑language explanations and a relationship‑focused style, serving as a consistent resource over time.

Away from work, Jeremy is a University of Iowa Tippie College of Business graduate (Finance) and a volunteer with the North Liberty Community Ambassadors program. He enjoys fitness and weightlifting, Iowa Hawkeyes sports, learning about commercial real estate, and spending time with his wife Camryn, family, and friends. He chose to be a member of the Principal® Financial Network for its reputation in the industry, the people, and the overall fit with how he prefers to serve clients.

Callie is a Client Service Associate supporting Alec Sindelar, JD Klopfenstein, and the rest of the Legacy Wealth Management Team. She is based in our Tiffin location and is beginning her career in the business world after graduating from Winona State University with a degree in Business Administration. Raised in Iowa City, she developed a strong sense of community and teamwork, values she carried onto the soccer field as a member of the Winona State women's soccer team. That same dedication, discipline, and collaborative spirit now guide her approach in supporting colleagues and clients.

Outside of work, Callie enjoys spending time with friends and family, particularly her two sisters, especially when it involves staying active. Whether it's playing pickleball, hiking, or trying a new workout, she loves finding ways to keep moving and enjoy the outdoors.

Jessica Machacek is a seasoned Executive Assistant to JD Klopfenstein in the Hiawatha office. She is committed to providing first class service to clients by deepening client relationships and attention to detail. Jessica has dubbed herself JD’s ‘chaos coordinator’ keeping his business running smoothly and organized.

Prior to her current position, Jessica has been in customer service facing roles for the past 17 years and has gained many skills from her experiences. All of her employers have entrusted her with mentoring new talent, which speaks to the quality of work she demonstrates and her professionalism.

Outside of work, Jessica enjoys volunteering at local charities, baking, relaxing in a pool, and traveling with her husband, Nick and son, Jackson. Her family stays busy with their son’s involvement in Cub Scouts and baseball games.

Raymond Schlosser is a member of our team whose energy, curiosity, and dedication help support the experience we deliver to our clients. While Raymond does not provide financial advice or recommendations, he is passionate about the work we do and shares our belief that strong financial decision-making is about more than numbers — it's about helping individuals and families pursue their goals with greater clarity and preparation, and supporting long-term goals across generations. 

Behind the scenes, Raymond supports our advisors and contributes to the day-to-day work that keeps client relationships running smoothly. He values trust, education, and genuine relationships, and he brings that same care to everything he does on behalf of the team. He is especially motivated by the opportunity to learn from experienced professionals and to grow within an industry he is excited to build his career in.
Raymond is completing his Bachelor of Business Administration in Finance at the University of Iowa, where he will graduate in May 2027. He was drawn to the team by its investment in developing its people and its emphasis on lasting client relationships — a place where he could grow professionally while contributing to meaningful work. Outside of the office, he enjoys running, golf, wakeboarding, and following college basketball.