Bosch Financial, Inc. Story

Bosch Financial Inc., team members have over 100+ years of combined experience in providing financial education to individuals, families, small businesses, medical professionals, and IPERS members. We use a holistic team planning method to create strategies for protection, accumulation, and distribution of wealth designed to achieve your life's greatest goals.  

Bosch Financial Inc. was founded by Gregg Bosch, a former teacher and coach in the Cedar Rapids area. Gregg left the world of education in 1989 to pursue a career that would allow him more time and freedom to watch his sons, Chad, and Ryan, participate in high school sports. As a former educator himself, Gregg dedicated his career to helping others in education with their IPERS pension and retirement. 

Gregg was joined at Bosch Financial, Inc. by sons Chad and Ryan in 2000 and 2001, respectively. While Gregg Bosch has officially retired, his legacy, values and customer service excellence live on through the entire Bosch team. 

Bosch Financial, Inc's. team travels across the state of Iowa working with our clients and prospective clients, and providing IPERS and financial education. 

Today Bosch Financial, Inc. includes Chad Bosch, Ryan Bosch, Joby Frey, Spencer Reed, Janice Milligan, Erika Smalley and Lexi Poundstone. If you have not had a chance to work with them yet, the time is now!