As we turn the page on another busy summer and head into fall, our team at Carson Wealth Pella has been reflecting on both the exciting moments in our personal lives and the meaningful work we’ve shared with clients and our community.
But before we dive too deep into what’s been happening outside of work, we wanted to remind you of a few valuable ways we can help you and your family inside the office:
Did You Know?
At Carson Wealth Pella, we offer several value-added services designed to help you make informed financial decisions and simplify your planning process:
- Tax Return Reviews – Our in-house CPAs can review your tax return to identify planning opportunities and strategize ways to reduce your tax burden.
- Legal Document Summaries – We can review and summarize your Wills, Powers of Attorney, and Trusts to help ensure they align with your broader financial plan.
- Charitable Giving Strategies – We assist clients in structuring their generosity efficiently through tools like Donor Advised Funds and other tax-smart giving options.
If you haven’t yet taken advantage of these offerings, we’d love to discuss how they can benefit your unique situation.
Summer on the Greens and in the Community
This summer, Sam and Zach Vande Weerd spent plenty of time on the golf course—not just for leisure, but in support of meaningful causes. They participated in several charitable outings benefiting Huntington’s Disease, the Pella Area Community & Economic Alliance, the Pella Police Department, and other local organizations. These events provided great opportunities to connect with clients and friends while giving back to the community.
Family Moments and Exciting News
July brought plenty of family joy for Sam Vande Weerd, whose three grandkids traveled up from Florida for an extended summer visit. Their days were filled with sunshine, swimming, trips to the park, and (of course) ice cream around town.
Even more exciting—Sam’s fourth grandchild is expected at the end of October, as Zach and his wife, Hannah, prepare to welcome their first child! Friends and family have surrounded them with love and support, hosting multiple baby showers and helping them get ready for this new chapter.
Professional Development and Summer Fun
In mid-August, Zach attended the Iowa Society of CPAs Emerging Leaders Conference on August 14th, gaining valuable insights and networking with other young professionals in the accounting and finance community.
A little over a week later, on August 25th, the Carson Wealth Pella team came together for a Summer Social at West Side Social—a newly reopened local favorite. Between the great food, cold drinks, and friendly games, it was a fun evening to celebrate a successful and busy season.
Adventures Near and Far
Amy Fouch, our Client Service Manager, and her family had an exciting summer cheering on Pella High School’s baseball and softball teams during their state title runs—especially meaningful as her husband serves as the school’s Athletic Director. The Fouch family wrapped up summer with a relaxing week in Florida before the start of the fall sports and school year.
Meanwhile, Tricia DeHaan, our Relationship Manager, welcomed a new puppy named Rocky! Between puppy training sessions and keeping up with her kids’ various activities, Tricia has had a lively and rewarding season.
Team Travels and Inspiration
To close out the quarter, Sam, Amy, and Zach traveled to Arizona for Excell 2025, the annual conference hosted by Carson Group. The event featured world-class speakers, including Olympic legend Michael Phelps, as well as dynamic breakout sessions and networking opportunities. Outside of the sessions, the team had the chance to explore the Arizona desert—enjoying a little adventure with ATV rides under the sun!
Closing Thoughts
As we look ahead to the final quarter of the year, our team remains grateful for the trust our clients place in us and the relationships that continue to grow through our work together. Whether we’re helping you chart your financial course or catching up over a cup of coffee, we’re always here to help you soar higher—in your finances and beyond.
