Meet The Team
West Des Moines Office
Jonathan H. Glaser, CFP®
Managing Partner - Investment Adviser
Jon’s desire to work in an environment that puts the needs of clients first and promotes a more prudent approach with client’s assets led him to launch an “Iowa Nice” alternative to Wall Street. He has served as Iowa Wealth Management’s Managing Partner and firm Principal since its founding.
Jon's introduction to the financial services industry began in the 1960s during his early childhood when he would volunteer as a trade runner for First Mid America, a firm that employed both his parents. A graduate of Dowling Catholic High School and the University of Iowa (BA,1984), Jon was registered and working for Securities Corporation of Iowa in Cedar Rapids in less than one year after college graduation. In 1988, Jon returned to Des Moines and began working for Piper Jaffrey & Hopwood, where Jon served as the voice of Piper Jaffray and later RBC Dain Rausher on WHO Radio's Market Update report throughout the 1990s. Jon's career path saw him working for increasingly larger firms as his client base and responsibilities expanded. In 2003, he accepted a position as Vice President at Smith Barney. Jon furthered his certifications in 2007 when he passed the CFP® Exam, becoming a CERTIFIED FINANCIAL PLANNER™ professional.
As a response to the financial crisis that gripped the country from 2008-2009, Jon established Iowa Wealth Management in January of 2010. As Managing Partner with over 30 years of industry experience, Jon leads portfolio development and research for Iowa Wealth Management clients, concentrating primarily on individual investors and not-for-profit endowments. Iowa Wealth Management allows associates and their clients to participate in the financial securities industry without being dependent on or subject to the large banking or Wall Street firms that have come to dominate the industry.
More about Jon:
- President and Board Member, Financial Planning Association of Iowa (FPA)
- CERTIFIED FINANCIAL PLANNER™
- Member, Rotary Club of Des Moines
- Member, Financial Services Institute
- Former President and Current Member, Serra Club of Des Moines
- Former Grand Knight and Current Member, Knights of Columbus Sacred Heart Council
- Enjoys boating on the Iowa Great Lakes and cycling throughout Iowa
Ever wondered who greets you by name when you call or enter Iowa Wealth Management? Meet Becca Schager.
Becca graduated high school from Sioux City East in 2013 and went on to study Cosmetology at LeMars Cosmetology School. Becca first entered the financial services industry in Sioux City where she worked for Security National Bank as a Financial Service Assistant. In 2018, Becca moved to the Des Moines area and joined the Iowa Wealth Management team as our Administrative Assistant. She is our go-to for scheduling, operations and keeping the staff organized! Becca’s specialty is insuring a positive client experience. She is the helpful voice with the answer to your administrate concerns. If you have questions about statements, tax documents or viewing your accounts online, Becca is ready to help.
More about Becca:
- Ambassador, United Way of Central Iowa
- Advocate, Amanda the Panda
- Former Girl Scout Troop leader
- Enjoys running on Des Moines trails
Justin Wren, CFP®
An opportunity to focus on financial planning and dedicated client service brought Justin to Iowa Wealth Management in September of 2015.
Justin graduated from North Dakota State University in 2011 with a degree in Marketing. Justin began his career in financial services in college as a Financial Representative for the Northwestern Mutual Financial Network, all while serving as captain of the North Dakota State hockey team. Upon graduation, Justin gained valuable experience working at Red River Financial and Wells Fargo for over five years, developing a growing appreciation for the value of financial planning.
Justin’s role at Iowa Wealth Management is to provide investment advice and service to clients, with a focus on developing client financial plans. Justin works closely with the Managing Partner, Jon Glaser, to assemble and oversee financial service documents and conduct insurance reviews with clients. Justin furthered his certifications in 2018 when he passed the CFP® Exam, becoming a CERTIFIED FINANCIAL PLANNER™ professional. Iowa Wealth Management allows Justin and his clients to participate in the financial services industry without being dependent on or subject to the large banking or Wall Street firms that have come to dominate the industry.
More about Justin:
- Member, Young Professionals Connection of Des Moines
- Member, Young Catholics Group – Diocese of Des Moines
- Enjoys cycling around Des Moines and playing volleyball in local leagues
As the third generation of the Glaser family working as an Investment Adviser, Libby credits the influences of her father, Jon and her grandparents Jim and June Glaser in her desire to continue a tradition of advice and service to the investor community that reaches back to 1967.
A native of Des Moines, Libby graduated from Dowling Catholic High School in 2010 and went on to graduate from the University of Iowa with a degree in Communication Studies. During her time in Iowa City, Libby was an intern for the John Pappajohn Entrepreneurial Center, which led her to attend the Okoboji Entrepreneurial Institute (OEI), a nationally recognized entrepreneurial conference for college students. Soon after, she was asked to organize OEI for the Iowa Lakes Corridor Development Corporation in Spencer, IA, and moved to the Iowa Great Lakes region upon graduation.
Libby worked in economic development for two years before accepting the opportunity to become a Financial Advisor, in 2016, with Bank Midwest Wealth Management in Spirit Lake, IA. During her time at Bank Midwest, Libby received various securities licenses and built relationships with families and businesses across northwest Iowa. Motivated by a strong desire “to work in the family business”, in August of 2018 Libby moved back to her hometown to accept a position at Iowa Wealth Management as an Investment Adviser.
Libby’s role at Iowa Wealth Management is to provide investment advice and service to clients and potential clients while also overseeing client communications and marketing. Iowa Wealth Management allows Libby and her clients to participate in the financial services industry without being dependent on or subject to the large banking or Wall Street firms that have come to dominate the industry.
More about Libby:
- Volunteer and Former Coach, Special Olympics Iowa
- Former Board Member, Young Professionals of Iowa
- Former Board Member, Iowa Great Lakes Chamber of Commerce
- Awarded, 2016 Iowa Lakes Corridor’s Young Professional of the Year
- Enjoys boating on the Iowa Great Lakes and attending cycling classes