BVU, McGill Junge Wealth Management Forge Strategic Partnership
Through a collaboration with Buena Vista University, McGill Junge Wealth Management broadens educational benefits for its employees and their eligible family members.
Buena Vista University (BVU) and McGill Junge Wealth Management have entered a Strategic Partnership that mutually benefits both organizations as they strive to strengthen the communities they serve.
This partnership allows for employees of McGill Junge Wealth Management, as well as eligible family members of full-time employees, to receive grant funding to lower the overall cost per credit hour while enrolled in BVU’s convenient online undergraduate programs or the organizational leadership graduate program. Partner grant funding also lowers the cost of education for students enrolled in classes at BVU’s Storm Lake campus.
“BVU meant a lot to me, and a lot of the things I’ve been able to do professionally are because of the experiences I had there,” says McGill Junge Wealth Management Partner and Private Wealth Advisor Trent Burley, a 2008 BVU alumnus. “I ended up at BVU by accident, but I wouldn’t change anything about my experience. Because of that, I want to do everything I can to create opportunity for someone else and put BVU on the radar to others who maybe haven’t heard about it. This Strategic Partnership is a great benefit for our employees, and we are particularly excited about BVU’s master’s program in organizational leadership and the opportunities that can help create.”
“I ended up at BVU by accident, but I wouldn’t change anything about my experience. Because of that, I want to do everything I can to create opportunity for someone else and put BVU on the radar to others who maybe haven’t heard about it. This Strategic Partnership is a great benefit for our employees, and we are particularly excited about BVU’s master’s program in organizational leadership and the opportunities that can help create.”
McGill Junge Wealth Management Partner and Private Wealth Advisor Trent Burley '08
Based in Clive, McGill Junge Wealth Management is a nationwide boutique firm offering personalized attention and expertise for clients with sophisticated financial planning needs. With a team of about 25 professionals, the firm primarily serves business owners and executives. While half of McGill Junge Wealth Management’s clientele is based in central Iowa, the other half is spread across the country with pockets in major cities including Chicago, Milwaukee, New York City, and San Fransisco. The wealth management firm is committed to educating and inspiring individuals to achieve a predictable lifetime of financial freedom through customized plans that align with each client’s unique values and objectives.
“BVU was a special place for me, and I loved my time there,” says Burley, who also serves on BVU’s Alumni Association Board of Directors. “I came from a really small town, so the individualized nature of BVU, having a good connection with my professors, and having the accountability of the football team was very important to me and something that I really needed at that point in time. Through the football team in particular, I created friendships and made lifelong brothers, and my experience was incredibly impactful; it taught me how to manage my time, how to lead, and most importantly, the work ethic of getting stuff done and doing stuff for somebody besides yourself. BVU has a good culture of that service attitude, which is something I’ve carried into my professional career at this firm.”
The “Education for Service” mindset imparted on Burley during his time at BVU has easily translated into his role at McGill Junge Wealth Management, which is committed to giving back to the community. Through volunteer work, board and committee participation, and financial support of causes important to the firm’s clients and itself, McGill Junge Wealth Management is always looking for ways to enrich its community with a goal of volunteering together as a team while also getting involved on an individual basis.
“Buena Vista University is thrilled to partner with McGill Junge Wealth Management, a firm dedicated to providing personalized financial planning and empowering clients to achieve financial freedom,” says BVU Director of Strategic Partnerships Laura Todd. “We look forward to seeing McGill Junge Wealth Management’s team enhance their expertise through education, while also continuing their strong commitment to volunteering. This collaboration perfectly aligns with BVU’s motto of ‘Education for Service,’ as both organizations strive to make a positive impact in the communities they serve.”
For more information about BVU’s Strategic Partnerships and partner opportunities, please visit the BVU website at bvu.edu/strategic-partnerships or contact Strategic Partnerships at StrategicPartnerships@bvu.edu.