C.J. specializes in Comprehensive Financial Planning, including retirement income planning, investment management, long-term tax planning, and life insurance. C.J transitioned into the financial services industry in 2012 after an initial career as a college football coach. His passion for analysis, problem solving, and hard work have helped him transition quickly to Financial Planning. C.J. tends to think of financial planning in the same way as preparing for the big game–fully understand the clients’ goals, all of the details and the big picture–to formulate a“game plan”–and then making on-going adjustments. He takes pride in helping clients take a comprehensive approach to their financial planning–helping to ensure that all the facets of the plan are working together and progressing towards the client’s end goals. C.J. enjoys spending time with his wife, Marcy, when they arent chasing their blended family of five children and all of their activities.
C.J. Teply is licensed to do business in IA, NE, and TX.