Profile
“Clients tell me all the time that they feel more connected, more informed, and more confident because of those little touchpoints. It’s a way to educate, stay visible, and reinforce that I’m here for them – not just at review meetings, but all year round”
Megan Dorn, Dorn Wealth Management
Megan Rosenstiel is a Partner and Lead Advisor at Gilbert & Cook, bringing more than two decades of experience helping clients navigate complex financial transitions with confidence and clarity. A CERTIFIED FINANCIAL PLANNER® with multiple advanced designations, she has been with the firm since 2006 and now serves on its Leadership Committee, where she helps guide strategy and mentors colleagues to strengthen client service across the firm.
Clients value Megan for her ability to simplify complex decisions and deliver guidance that aligns with both their goals and values. She believes financial planning is not just about numbers, but about creating peace of mind and the freedom to focus on what matters most. Her greatest passion is building trusted relationships and helping clients Live their life of Abundance.
Recognized nationally by AdvisorHub in 2024 as one of the country’s top “Advisors to Watch” in the Over $1 Billion category, Megan has built her career on delivering thoughtful, tailored advice to individuals and families. She is a past President of the Financial Planning Association of Iowa, serves on the Professional Advisor’s Council of the Community Foundation of Greater Des Moines, and is an active member of leadership groups that cultivate industry executives.
Beyond her profession, Megan and her family are passionate supporters of Healthy Birth Day, Inc. and its Count the Kicks program, for which she chaired the 2024 Changemakers Luncheon. She and her husband, Chad, live in West Des Moines with their two children and actively support local arts and community initiatives.
5058 Grand Ridge Drive, West Des Moines, IA 50265
515 270 6444
info@gilbertcook.com
linkedin.com/in/megan-rosenstiel
gilbertcook.com
Megan Rosenstiel
Partner & Director of Advisory Services Gilbert & Cook
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Bio
Milestones
“My clients are more like family, and I want to make sure I can provide real value to them”
Megan Dorn, Dorn Wealth Management
2006
2010–2013
2016
2018
2024–Present
Joined Gilbert & Cook, starting her journey as a relationship manager
2006
2010: Transitioned into a planning role
2013: Became a Certified Financial Planner® practitioner
2010–2013
Became an advisor
2016
Named partner, building strong relationships along the way
2018
2024: Honored to be ranked #65 in AdvisorHub’s list of Advisors to Watch, in the Over $1 Billion Category
Holds multiple professional certifications, including Certified Divorce Financial Analyst (CDFA™), Accredited Wealth Management Advisor (AWMA®), Accredited Domestic Partner Advisor (ADPA®), and Long-Term Care Professional (LTCP)
Active member of the Des Moines Estate Planners and a former president of the Financial Planning Association’s Iowa Chapter
2024–Present
Assistant Vice President and Senior Broker at MJ Hall & Company since 2018
Present
Milestones
Aug 2022
Milestones
Sept 2021
Feb 2022
Apr 2022
Jul 2022
Aug
2022
Suncorp Bank introduces Solar Home Bonus offer for customers who are choosing renewable energy for their homes
Sept 2021
Month-on-month market share growth commences
Feb 2022
Suncorp Bank wins the Canstar award for most outstanding value in investment loans
Apr 2022
Suncorp Bank wins Money Magazine’s Bank of the Year and Business Bank of the Year awards for the fifth year in a row
Jul 2022
Suncorp Bank’s turnaround times are the lowest they have ever been. The lender becomes Australia’s first certified carbon neutral bank for both its operation and transaction services
Aug 2022
Milestones
As a founding member of WOW! (Women. Opportunity. Winning.), an employee resource group created for all women of Ryan Specialty, Phillips Topping has long championed for women in the industry.
“It’s very important to set an example and to not only inspire but mentor other females,” she adds.
In addition to her sharp marketing eye, the key to Phillips Topping’s success lies in her high-energy approach and positive attitude.
“As the leader of a team, it’s important to motivate and encourage your team members. People work very hard and do their best and it’s important to recognize these efforts. For my career overall, my attitude has been one of curiosity. The more you can learn, the better you’ll understand the business, and then the deeper your knowledge will become, making you a better team member.”
Chief underwriting officer of executive risk at Chubb
President of financial insurance solutions at Kemper
Chief underwriting officer at Axis Capital
CEO of global Insurance at Endurance
CEO of global Insurance at Sompo International
Despite facing industry biases, such as being mistaken for an assistant at events, she refused to let female stereotypes define her. Instead, she’s built a thriving network of women advisors and found a strong ally in Harbour Investments, which supports her growth as a leader, business owner, and mother.
Client satisfaction isn’t measured in Dorn’s office by closing ratios or one-time feedback – it’s reflected in loyalty, longevity, and referrals. Her communications strategy features handwritten and even hand-drawn birthday cards because in her words, “the little things matter”.
Another offering is short videos delivered a few times per month, providing quick updates on market changes, financial tips, or just simple reassurance during uncertain times.
She explains, “Clients tell me all the time that they feel more connected, more informed, and more confident because of those little touchpoints. It’s a way to educate, stay visible, and reinforce that I’m here for them – not just at review meetings, but all year round.”
Empowerment is an ambition of Dorn’s, believing that financial education leads to strong communities. However, she only works with individuals who match her values.
“I also don’t take on every prospective client who walks through the door. I’m intentional about making sure it’s a good fit on both sides,” she adds. “My clients are more like family, and I want to make sure I can provide real value to them. That means listening closely, being transparent, and never overpromising.”