Steve Faber lives in Clear Lake with his wife Angela. Steve and his wife are actively involved with St. Patrick’s church and various community activities. They enjoy riding their bicycles around the lake, going on long walks and spending time with their four adult children and their families.

Ask Mark Funk about his success and the first words you'll hear, "Let me tell you about my team."Surrounding you with talented people is a top priority for Mark. In working with Mark's team, you can have confidence in your financial future. You don't have to rely on an individual advisor, you have a team. Helping you build a financial plan. Rooted in your individual goals. Built specifically for you.Unfortunately, there isn't a simple way to describe what Mark and his team do, because it's different for every client. In fact, they prefer to show you. They start with listening in trying to understand what you want, and providing honest and upfront feedback regarding the concerns you have. Finally, and most importantly, they partner with you to follow through on the plan - working diligently to earn the right to call you a client.Mark has been helping clients for over 25 years. When Mark gets away from the office you may find him with his family at his Montana Cabin hiking through Glacier National Park or simply enjoying the outdoors!

Jeff helps in all things planning, from updating your planning analysis, reviewing your investment portfolio, and looking at the risk needs of the family. On nights and weekends, Jeff is shooting hoops, hitting the links or helping in his kids sporting events. Most importantly, Jeff cherishes the time he gets to spend with his wife and kids and the trips they take as a family.

Steve Yerkes is passionate about financial planning. You’ll find this in meetings when Steve gets excited about a beneficial planning strategy. College students experience it in the classroom as Steve teaches upper division finance classes. In the office and greater Iowa network, Steve is the go-to-guy for tactical financial planning strategies – leading trainings, supporting advisors with complex client cases, and even being the “advisor of advisors” – many advisors ask Steve to be THEIR advisor and work with their close family members.

Steve’s professional career started with Northwestern Mutual in 2008 in California. Soon after he moved his family to Iowa in 2011 where he developed his business and a few years later officially merged practices with Mark Funk. His love for training in-house soon trickled over into adjunct teaching at the University of Northern Iowa (2015) and in 2018 Steve started teaching full time at UNI while maintaining his professional practice. Steve is an Associate Professor of Practice at UNI and developed and leads their “CFP program” where upper division finance students are educated and trained through multiple integrated courses for entering the professional industry. Steve also helped develop and teaches a general core class of personal finance that you’ll now find shared in over 70+ Iowa high school with thousands of students taking the course and receiving college credit.

Steve made a personal family move again in 2022 and now resides in Oklahoma City while still maintaining his “professional presence” in Iowa – working with clients (virtually, through local partners, and seeing them when he comes back for his “Iowa weeks”) and still teaching full time at UNI. Steve also teaches part time at Oklahoma Christian University and is helping them get a “CFP program” started (less than 20 Christian Universities in the US are registered with the CFP!).

Who does Steve love to work with? EASY! Collaborative families who are “down to earth,” focused on retirement, and those who are charitable givers.

Steve received his undergrad degree in Industrial/Organizational psychology from Azusa Pacific University and his Masters of Science in Financial Planning from the American College. In addition, Steve holds 8 industry credentials - most notably the Certified Financial Planner (CFP®), Accredited Estate Planner (AEP®), Retirement Income Certified Planner (RICP®), and Chartered Advisor of Philanthropy (CAP®) designations.

Personally, Steve is married to Jen, and they have 4 kids ranging from “just reading” to “just driving” ages. You’ll find Steve at the golf course in the garden with his kids, reading a good book, cooking dinner, working on a new project, and at church on Sunday!