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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 grew up on a farm in Northwest Iowa and has not strayed from her farm-girl work ethic.  She is dedicated to finding the best solutions for her clients’ financial planning needs based on their aspirations using evidenced-based strategies that align with their values.

She and her husband, Keith Lamfers, have recently moved to Ames from Le Mars, IA.  They are passionate about traveling and spending time with their children and grandson, cheering for the Iowa State Cyclones, cycling, and enjoying time with friends.

Joni loves being involved in community, wherever she has lived. She currently serves on the board of Raising Readers in Story County, is a member of the Ames Community Arts Council, 2022 Leadership Ames and Parish Life Committee at St. Cecilia. 

She holds both bachelor and master’s degrees from Iowa State University and is a life-long learner, recently earning the CFP® designation to provide the best advice to the people that she serves. She joined Northwest Wealth Management in August of 2021 with 5+ years of experience in the financial industry.

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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