(319) 233-1717
100 East Park Ave.
Suite 300
Waterloo, IA 50703
A Division of BerganKDV, Ltd.

Team

Your portfolio managers serve you directly. There is never an in-between relationship handler.

Portfolio Management

As independent, professional money managers, we apply institutional discipline, extensive experience and client-first ethical standards in an effort to help you pursue your investment goals and gain the peace of mind that comes from knowing that your wealth is managed by a faithful steward.

Derek Hoyt, CFA

Chief Investment Officer

Derek Hoyt serves as Chief Investment Officer and has more than 16 years of experience in asset management. Working with our Wealth Management team, Derek specializes in macro-economic analysis and portfolio management to provide effective solutions for clients. On a day-to-day basis, he formulates, implements and manages the invest strategy for the Wealth Management portfolios.

Derek received a B.A. in biology from St. Olaf College as well as a Master’s degree in Applied Economics from the University of Minnesota. In addition, he is an active member of the CFA Institute and the CFA Society of Minnesota. In his free time, Derek enjoys spending time with his wife and young children, reading and playing golf.

Todd C. Henningsen, CFA

Portfolio Manager
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Mr. Henningsen joined Heartwood Investments in 2009. Todd is a portfolio manager and the supervising analyst in Heartwood’s equity research process. He graduated from the University of Northern Iowa in 2009 with a BA degree in Finance and Real Estate and completed the CFA Program in 2011. In June, 2013 he earned the Chartered Financial Analyst professional designation and received a CFA Charter from the CFA Institute after completing four years of professional investment experience at Heartwood. Away from the office Todd enjoys spending time with his wife, Nicole, reading and traveling.

David J. Peyton

Portfolio Analyst

Mr. Peyton was promoted to the portfolio management team at Heartwood Investments in December, 2014. His responsibilities include portfolio supervision and reporting, tracking conformance to guidelines, and securities analysis. He joined Heartwood in April of 2014 as an Assistant Financial Analyst in our Research department. He graduated from the University of Northern Iowa in December, 2014 with a BA in Finance. His previous experience includes a seven-month undergraduate internship at Principal Financial Group working as a Fund Accountant. A student leader at UNI, David served as President of Sigma Alpha Epsilon.

David G. Sparks, CFA

Consultant and Representative
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Mr. Sparks founded Heartwood Investments and served as its President until the firm joined BerganKDV Wealth Management. He continues to serve clients and write for the firm. David has more than 36 years of professional experience serving investment portfolios for private investors and charitable institutions. He has served on investment boards for the Community Foundation of Northeast Iowa, the Iowa Natural Heritage Foundation, Wartburg College, and Grout Museum of Science and History, and provided investment management to other charitable endowment funds. He was Senior Vice President and Branch Manager for Securities Corporation of Iowa prior to its merger with Wells Fargo Investments, LLC, and remained with Wells Fargo until 2007. He also taught Finance and Investment courses in the College of Business Administration at the University of Northern Iowa between 1991 and 2009. He received the Chartered Financial Analyst professional designation in 1986. He has volunteered for a number of years with the CFA Institute, serving in a variety of roles for the CFA Exam Program.


Operations and Compliance

Gregory J. Stecher

Director of Operations and Chief Compliance Officer

Greg Stecher is the Director of Operation for BerganKDV Wealth Management. Greg is known for increasing efficiencies by finding areas of improvement and working towards solutions. He believes that when an organization is continually evaluating their internal processes, a positive work environment is fostered. On a day-to-day basis, Greg manages the everyday operations of Wealth Management in addition to acting as the Chief Compliance Officer.

With degrees in both finance and marketing, Greg is known for increasing efficiencies by finding areas of improvement and working towards solutions. In his free time, Greg enjoys golfing, fishing and woodworking.