Retirement Plan Services Director
Bow Wheeler joined the IDA team in 2021. He has been helping individuals, families, and businesses with financial planning, portfolio management, and business retirement plans since 2005. Bow has worked in the financial planning and retirement plan consulting divisions of some of the largest firms. He enjoys serving business retirement plans and ensuring best in class execution of their fiduciary needs.
Previous experience: Vanguard, Lincoln Financial Group, MassMutual, Mutual of America
Education: B.S., Business Management and Marketing, University of Delaware
Bow has been active in his community serving as Head Coach of the Exton Kings and West Chester Quakers Ice Hockey teams. When not pursuing his professional endeavors he spends time with his family and little Chihuahua Bella watching his Philadelphia Flyers and Eagles.
Quote: “ Always remember where you came from”