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Key Staff

Jeff Zupancic

Jeff Zupancic
Chief Executive Officer
jeff@indwealth.net
602-494-0020
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Art Dinkin

Art Dinkin
President & Chief Compliance Officer
adinkin@indwealth.net
515-461-5123
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Andrew Endelman

Andrew Endelman
Director of Operations
aendelman@indwealth.net
515-461-5123
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James Young

James Young
Director of Recruiting
james@indwealth.net
515-499-9980
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Julie Boulden

Julie Boulden
Transition Coordinator
jboulden@indwealth.net
515-868-2944
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LeKisha Franklin

LeKisha Franklin
Compliance & Operations Administrator
lfranklin@indwealth.net
515-461-5123
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Levi

Levi
Jr. Furnancial Advisor (in training)
info@indwealth.net
602-494-0020

Paisley

Paisley
Chief Beagle Counsel
info@indwealth.net
515-461-5123



Our Story

As advisors, the phrase "It takes one to know one" means a lot to our founders, Jeff Zupancic and Art Dinkin.

Though they would not meet until midway through their careers, there are many parallels to the paths they followed. Both went from reps building clients into management for various large companies. After giving “corporate America” a try they eventually each realized they were happiest when they were free to serve clients, not a mammoth corporation. They each walked away from the security of a management career in financial services to start over building a business based on clients. Jeff founded Preferred Wealth Management in Phoenix, Arizona, and Art founded DV Financial in Des Moines, Iowa.  

Another phrase that speaks to Art & Jeff is "If I had to do it all over again, I would do it differently." With a second chance to do it all again, both resolved to not let the opportunity slip away. They built their clientele one at a time by delivering personalized services and individualized recommendations to the best of their abilities. As neither could completely put management in their past, both eventually became OSJ’s (Office of Supervisory Jurisdiction) for the same Broker-Dealer giving them supervisory responsibilities for other representatives in addition to their client work.

Fate had finally brought them together. As the two largest OSJ organizations for the Broker-Dealer they discovered through the weekly compliance calls that they both had similar outlooks, approaches, and objectives. As their friendship developed, so did the candor in their discussions. Both were frustrated by unnecessary barriers which made it difficult to fulfill their fiduciary responsibilities to clients and so they began forming their own, easier to work with, RIA.   

"Discontent is the first necessity of progress" - Thomas Edison

Jeff and Art’s mutual discontent and frustrations paired with their growing friendship, similar ideologies, and complementary business skills lead to the founding of Independent Wealth Network - the new breed of Registered Investment Advisor. At IWN, our independence provides the opportunity and transparency to conduct business the correct way, compliant with all regulations and requirements, as fiduciaries serving the best interests of our clients.

We are growing. We have met many kindred spirits along our journey; if you like what we are doing, we invite you to join us!