Our advisors
Every Rookwell family works with a lead advisor who owns the relationship, not an anonymous rotation of people.
Curtis Lindahl and Maren Achterhof founded Rookwell in 2009 after leaving a large brokerage the same week to start an independent firm. Today, four advisors and a client service team look after about 420 families, most of them for ten years or more.
Co-founder & lead advisor
27 years in the profession. Curtis grew up on a corn and soybean farm near Adel, a perspective that still informs the patience and care he brings to family decisions.
Works with: farm families and landowners planning how the land passes to the next generation.
Co-founder & lead advisor
24 years in the profession. Maren brings planning and tax fluency to families whose professional and personal financial lives are closely connected.
Works with: physicians, dentists and owners of professional practices.
Lead advisor & chief investment officer
15 years in the profession. Tobias leads Rookwell’s investment work with the same discipline he brings to the complicated benefit decisions clients face at work.
Works with: insurance and financial-services employees with pensions, deferred compensation and company stock.
New-client advisor
9 years in the profession. Priya’s work is the first conversation and the careful introduction that follows, so every new family starts with a person who has time to listen.
Works with: every new client, for the first two conversations.