515-557-1860515-557-1860

Who We Are

Bios

William E. (Bill) Taber

President of TABER Asset Management, a Registered Investment Advisor, received his Bachelors in Business Administration from the University of Iowa. He is also a graduate of the E-Myth Worldwide Mastery Business Development Program.

Prior to founding TABER Asset Management in 1998, Bill spent over a decade as the First Vice President of Principal Financial Securities, Inc. From 1979 to 1987, he was the Assistant Vice President of E.F. Hutton & Co., Inc. and between 1977 and 1979, Bill worked as a Corporate Services Representative for Bankers Trust Company.

Active in his community, Bill is a Community Representative to the Board Finance Committee and past Chairman of the Broadlawns Medical Center. He also serves as a board member for the Polk County Health Services Foundation.

In addition, Bill is a past member of the Rotary Club of Des Moines, A.M., Smoother Sailing Foundation, Central Iowa Greenways Task Force, Polk County Health Services Executive Committee, Polk-Des Moines Taxpayers Association, and Greater Des Moines Leadership Institute. He was also one of the founding members of the Greater Des Moines Connections Mentoring Program.

Carla S. Albers

Client Service Associate for TABER Asset Management since 1998, received her Associates in Business from the American Institute of Business, with a concentration in Business Administration and Office Management.

From 1994 to 1998, Carla was a Sales Assistant for Principal Financial Securities, Inc. Prior to that, she served as a Sales Assistant, Cashier, and New Account Specialist over a nine-year period for Dean Witter Reynolds.

William (Alex) Taber

Associate Advisor for TABER Asset Management since 2014, received his Bachelors in Business Administration from the American Institute of Business with a major in accounting.

Alex is assisting in the development of the TABER Associates Program, a management training program that will assist young college graduates hired by our company in learning all aspects of our investment business. He is Series 65 registered.

Susan L. Taber

COO for TABER Asset Management since 2014, She is a CPA and received her Bachelors in Business Administration degree in Accounting from the University of Iowa.

Susan is also responsible for financial reporting since the company’s inception in 1998. She provides government compliance oversight duties for the firm. She continues to operate Susan Taber Accounting Services, a sole proprietorship, providing bookkeeping and financial reporting services to small to mid-sized businesses.