Midwestern Financial Group (MFG) was originally founded in 2012 and recently restructured to accommodate the merger with Patrick Campbell and his prior firm. MFG’s objective is to provide financial analysis for individuals, families, and businesses in order to help them make rational and informed decisions about their future.
Our process begins with an open conversation with clients as a means of fostering a productive working relationship and learning what goals they want to reach. Once our clients' objectives have been identified we research and provide financial advice tailored specifically to them, whether this is for individuals and families preparing for the future or business owners looking to expand the wealth of their enterprise.
To help individuals and families, Midwestern Financial Group provides high-level financial analysis and market research aimed at managing the client’s exposure to financial risks. MFG supports entrepreneurship and serves business owners as the financial arm for other businesses that cannot afford to hire a full-time financial analyst. MFG’s purpose is to facilitate financial decisions that match the short and long-term goals of business owners.
An understanding of value creation is a faculty we foster at MFG, believing that successful investing can only come through this awareness. Thus, as investors we recognize growth drivers and translate that analysis into tailored investment strategies that adhere to the needs and objectives of each client.
Joseph Jay, founder and managing partner, began his finance career after graduating from the University of Iowa where he earned degrees in Political Science and Finance. After graduation, Joseph began work in the financial sector. He passed all three levels of the CFA Program on his first attempt and was awarded his charter in 2015.
When not researching stocks or watching CNBC, Joseph spends time with his two favorite things, his wife Casey and dog Brittany.
Patrick Campbell, founder and managing partner, graduated from the University of Iowa with a Bachelor’s degree and Certificate in Entrepreneurship. In 2008, Patrick began his finance career for a regional investment company as a financial analyst and later in the capacity as an advisor.
Patrick enjoys spending time with his wife Ashley and daughter Emery Elizabeth. When away from the office and not working, Patrick enjoys reading, walking their dog, traveling, snow skiing and conversation.