Happy Fall from the Iowa Wealth Management team!
Summer activities are winding down, college football is underway, and there’s a bit of chill in the air as the leaves start to turn. The staff at Iowa Wealth Management is enjoying all the season has to offer, and we wish you all a wonderful fall. Iowa Wealth Management approaches its ninth anniversary this January, and I’m proud to say the company has evolved with the times. Last year we formed our own Registered Investment Advisory entity to better serve our clients and meet a growing regulatory obligation, and this year we added a few new faces to our team. I’d like to take this time to introduce you to some new, and familiar, team members.
Justin Wren, Investment Adviser Representative
Many of you have met Justin during review meetings. Justin joined Iowa Wealth Management in 2015 and has extensive experience in the financial services industry. Justin began his career in college as a Financial Representative for Northwestern Mutual, and after graduation from North Dakota State University in 2011, Justin worked for Red River Financial and Wells Fargo, 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. When away from the office, Justin enjoys attending Young Professional events in Des Moines and playing league volleyball.
Becca Schager, Administrative Assistant
Originally from Sioux City, Becca joined our staff in January 2018 upon Mary O’Malia’s retirement. Becca 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 administrative concerns. If you have questions about statements, tax documents or viewing your accounts online, Becca is ready to help. Outside the office, Becca enjoys volunteering for United Way and Amanda the Panda, and she is an avid runner on Des Moines trails.
Libby Glaser, Investment Adviser Representative
You might recognize her name, or even her face from pictures in my office. Libby is now the third generation of the Glaser family to work in the investment services industry in Des Moines. Motivated by a strong desire “to work in the family business”, Libby joined the Iowa Wealth Management staff in August. Before moving to Des Moines, Libby worked in economic development and the financial services industry in northwest Iowa. Her role at Iowa Wealth Management is to provide investment advice and service to clients while also overseeing client communications and marketing. In her free time, Libby enjoys spending time with family and friends on Lake Okoboji and attending cycling classes.
As Iowa Wealth Management continues to grow, we are more dedicated than ever to providing the utmost customer service to our clients. Your dreams and goals truly become ours, and we take great pride in helping you plan and save for every season of life. We look forward to continuing our relationship with you for years to come.
Warm Regards,Jonathan Glaser
Managing Partner, CFP® Certified Financial Planner™
Iowa Wealth Management