When Joan Mannheimer needed a financial planner after her husband Bob passed away, wealth coach David Strege stood by her side. Over time, through conversation and counsel, David learned Joan's financial investment preferences.
Joan wanted to involve the giving experts at the Community Foundation to assist her in reaching her philanthropic goals. Through Charitable Investment Partners, Joan established a charitable fund at the Community Foundation, and David continues to manage the assets in the fund.
"The Community Foundation is a natural fit. It's a strong organization with a broad reach," Joan said. "Bob and I recognized years ago that the Community Foundation is a central place where our giving preferences are honored."
Joan Mannheimer is pictured with her sons Steven,David and Robert.
David Strege, CFP®, CFA®, is a senior wealth coach at Syverson Strege & Company.