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Joni Kellen, CFP®

Joni KellenWealth Advisor

Office: 515.598.1358
100 S. 16th Street
Ames, IA 50010

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Joni Kellen joined Northwest Bank as a wealth advisor in 2021 where she focuses on advanced planning for her clients. She specializes in income tax planning and wealth transfer strategies. Joni prides herself in being an educator first and utilizes her creative skills to develop the best solutions for her clients based on their hopes and dreams.

Joni and her husband, Keith Lamfers, are northwest Iowa natives. In their free time, they enjoy traveling and spending time with their children and grandchildren, cheering for the Iowa State Cyclones, cycling, and having time with friends.

Joni loves being involved in community, wherever she has lived. She currently serves on the boards of Raising Readers in Story County and The Ames Foundation, is a Chamber Ambassador, member of the Ames Business Solutions Networking Group, serves on the Parish Life Committee at St. Cecilia, is a Leadership Ames XXXV graduate and is currently a member of the Ames Citizen’s Police Academy.

She holds both bachelor and master degrees from Iowa State University and is a life-long learner, earning the CFP® designation to provide the best advice to the people that she serves. She comes with more than seven years of financial services experience.

Certified Financial Planner Board of Standards Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design), and CFP® (with flame design) in the U.S., which it authorizes use of by individuals who successfully complete CFP Board's initial and ongoing certification requirements.

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