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Create Your Plan. Track Your Progress.<br><br></p><table class="no-borders" style="width: 100%;"><tbody><tr><td style="width: 33.3333%; vertical-align: top;"><h3><strong>Identify Your Goals<a href="/solutions">.</a></strong></h3>Based on your values and needs, we can help you identify your goals and opportunities for a clear future. We will partner together with you, providing you with the necessary tools and plan to succeed.</td><td style="width: 33.3333%; text-align: left; vertical-align: top;"><h3><strong>Create Your Plan.</strong></h3>With our experienced team, ongoing education, and valuable resources, your easy-to-understand plan will be developed providing you the confidence to do what you do best every day without concern. </td><td style="width: 33.3333%; vertical-align: top;"><h3><strong>Track Your Progress.</strong><strong> </strong></h3>Implementation of your plan is next along with with setting checkpoints and triggers to ensure your plan continues to align with your sustainable plan. We believe in long-term relationships and will work to earn your continued trust.</td></tr></tbody></table><p class="hero" style="text-align: center;"><br></p> 312</div> 313</div> 314 315 316</div> 317 318 319 320 321</section> 322 323<section id="section-services" class="section page-section"> 324 325 326 327 328<div class="divider is-0"> 329 330 331<div class="bg" style="background-image:url('https://static.twentyoverten.com/5d9768326e5bfa373f3b9eb5/BabyLEJjGEI/cropped/binocular-country-lane-filter-1421.jpg'); background-position: left center; background-repeat: no-repeat; background-attachment: fixed; background-size: cover;"></div> 332 333 334 335<div class="overlay"> 336<div class="container"> 337 338 339 340<div class="hero-content" data-location="hero_content" data-id="6ab296c28680d243eea485bb" data-type="hero"> 341<h1 class="hero" style="text-align: center;">Our Services</h1> 342</div> 343</div> 344</div> 345 346</div> 347 348 349<div class="main-content-wrapper"> 350 351 352 353<div class="container"> 354<div class="section-tabs"> 355<nav class="tabs-nav"> 356<ul> 357 358 359 360<li class="active"> 361<a href="/services/our-services" data-tab="services/our-services">Our Services</a> 362</li> 363 364 365 366<li > 367<a href="/services/professional-collaboration" data-tab="services/professional-collaboration">Professional Collaboration</a> 368</li> 369 370 371<span class="indicator"></span> 372</ul> 373</nav> 374<div class="tabs-content"> 375 376 377<div class="tab-pane active" data-tab="services/our-services"> 378 379<div class="main-content" data-location="content" data-id="6ab296c28680d243eea485c3" data-type="page"> 380<div class="row"><span class="delete-row"></span> 381<div class="col-xs-12 col-sm-6"><h3><br></h3><h3>Wealth Management</h3><p>At Wealth Advisors of Iowa, our goal is to provide comprehensive financial planning for all aspects of your life. We cater to your unique situation in the following areas:</p><ul><li>Investment Management</li><li>Cash Flow & Debt Reduction</li><li>Retirement Planning</li><li>Estate Planning</li><li>Insurance Analysis</li><li>Social Security Planning</li><li>Education Planning</li><li>Business Succession Planning</li><li>Charitable Giving</li></ul></div><div class="col-xs-12 col-sm-6"><h3><br></h3><h3>Retirement Benefit Plans</h3><p>There are many benefits with employer-sponsored retirement plans, whether itâs related to attracting and retaining employees, tax benefits for owners, or both. There also are many aspects to coordinate in properly operating plans so you can both optimize their benefits and fulfill fiduciary responsibilities. We can help you do both.</p><ul><li>Defined Contribution - 401(k), 403(b), Profit Sharing, ESOP, etc.</li><li>Defined Benefit - Pension and Cash Balance Plans</li><li>Self-Employed and Small Business Plans - SEP and SIMPLE IRA Plans</li><li>Plan Design Consulting</li><li>Service Provider/ Vendor Management</li><li>Fiduciary Roles, Responsibilities, and Liability Consulting</li><li>Non-Qualified Plan Consulting</li></ul></div></div> 382</div> 383 384 385</div> 386 387 388 389<div class="tab-pane" data-tab="services/professional-collaboration"> 390 391<div class="main-content" data-location="content" data-id="6ab296c28680d243eea485b9" data-type="page"> 392<h3><br></h3><h3>Professional Collaboration</h3><p>We believe that having a team of trusted professional advisors is important. That is
392why we will collaborate with your existing professional relationships or help you establish new relationships with client centered professionals, which may include:</p><ul><li>CPA/Tax Professionals</li><li>Insurance Professionals</li><li>Estate Planning Attorneys</li><li>Corporate Trust Departments</li><li>Benefits Providers</li><li>Third Party Administrators (TPAs)</li><li>Recordkeepers and Custodians</li></ul> 393</div> 394 395 396</div> 397 398 399</div> 400</div> 401</div> 402 403</div> 404 405 406</section> 407 408<section id="section-our-team" class="section page-section"> 409 410 411 412 413<div class="divider is-0"> 414 415 416<div class="bg" style="background-image:url('https://static.twentyoverten.com/5d9768326e5bfa373f3b9eb5/Sv0ujFD7F/Our-Team.jpg'); background-position: center center; background-repeat: no-repeat; background-attachment: fixed; background-size: cover;"></div> 417 418 419 420<div class="overlay"> 421<div class="container"> 422 423 424 425<div class="hero-content" data-location="hero_content" data-id="6ab296c28680d243eea485c1" data-type="hero"> 426<h1 class="hero" style="text-align: center;">Our Team</h1> 427</div> 428</div> 429</div> 430 431</div> 432 433 434<div class="main-content-wrapper"> 435 436 437<div class="container"> 438<div class="main-content" data-location="content" data-id="6ab296c28680d243eea485c1" data-type="page"> 439<p><img src="https://static.twentyoverten.com/5d9768326e5bfa373f3b9eb5/pe0ATcaHZa15/-WAIAugust2026-4.jpg" style="display: block; vertical-align: top; margin: 0px auto; text-align: center;"></p><p>Wealth Advisors of Iowa (WAI) is an independent financial services company advising individuals, families, and businesses throughout the United States. Our highly experienced team of professionals specializes in financial planning and wealth management. We care about your goals and weâll listen to you, and your unique situation to develop your plan. Itâs our goal to guide you through all of the important decisions to get it right for you.</p> 440</div> 441</div> 442 443 444 445 446<section class="members-list"> 447<div class="members-wrapper"> 448 449<div class="member-item has-thumb show-3-up"> 450 451<a href="#" class="open-overlay"> 452 453 454<figure class="thumbnail"> 455<img src="https://static.twentyoverten.com/5d9768326e5bfa373f3b9eb5/XTgqQyWnvGT2/-WAIAugust2026-8-Nick-Cropped.jpg" alt="Nick Capobianco, CFP® Photo"> 456 457<div class="overlay"></div> 458</figure> 459 460 461<header class="member-header"> 462<h3>Nick Capobianco, CFP®</h3> 463 464<div class="member-title">Partner</div> 465 466 467<span class="read-bio"> 468Bio 469<svg class="icon"> 470<use xmlns:xlink="http://www.w3.org/1999/xlink" xlink:href="#icon-external"></use> 471</svg> 472</span> 473 474</header> 475 476</a> 477 478 479<div class="member-content overlay-content"> 480 481<button class="close-overlay">Close</button> 482 483<div class="overlay-content-wrapper"> 484<p><img style="display: block; vertical-align: top; margin: 5px auto; text-align: center; width: 500px; height: 500px;" src="https://static.twentyoverten.com/5d9768326e5bfa373f3b9eb5/cFuSi0NEgu2n/-WAIAugust2026-8-Nick-Cropped.jpg"></p><h3 style="text-align: center;">Nick Capobianco, CFP<sup>®</sup></h3><p><br></p><p>Nick began his financial advisory career in 2002. He specializes in working with individuals and business owners on their comprehensive wealth management and financial planning needs. Nick is originally from West Des Moines, IA and attended the University of Iowa where he received his bachelorâs degree with Honors in Finance. Nick went on to earn his CERTIFIED FINANCIAL PLANNER⢠(CFP®) professional designation in 2008. Nick lives in Clive, with his wife, Michelle and their three children, Michael, Lia, and Madison, and their dog, KJ. </p><p class="accented"><em>[email protected]<br>(515) 974-4571</em><br><em><a aria-label="linkedin" class="social-link" href="https://www.linkedin.com/in/nickcapobianco/" rel="noopener noreferrer" target="_blank"><svg class="icon" aria-hidden="true" focusable="false"><use xlink:href="#icon-linkedin"></use></svg></a></em></p><p class="accented"> 485<a href="https://www.letsmakeaplan.org/find-a-cfp-professional/certified-professional-profile/de0d739b-49df-428e-9445-7bf51fac6218" rel="noopener noreferrer" target="_blank">View Nick's CFP Professional Profile</a></p><p><a class="social-link" href="#linkedin" target="_blank"></a><br></p> 486</div> 487</div> 488 489 490</div> 491 492<div class="member-item has-thumb show-3-up"> 493 494<a href="#" class="open-overlay"> 495 496 497<figure class="thumbnail"> 498<img src="https://static.twentyoverten.com/5d9768326e5bfa373f3b9eb5/VxylKg8b9cor/-WAIAugust2026-7-Jay-Cropped.jpg" alt="Jonathan Pearson, CFP® Photo"> 499 500<img src="https://static.twentyoverten.com/5d9768326e5bfa373f3b9eb5/9UkJWIj5WYDj/-WAIAugust2026-7-Jay-Cropped.jpg" alt="Jonathan Pearson, CFP® Hover Photo" class="member-hover"> 501 502<div class="overlay"></div> 503</figure> 504 505 506<header class="member-header"> 507<h3>Jonathan Pearson, CFP®</h3> 508 509<div class="member-title">Partner</div> 510 511 512<span class="read-bio"> 513Bio 514<svg class="icon"> 515<use xmlns:xlink="http://www.w3.org/1999/xlink" xlink:href="#icon-external"></use> 516</svg> 517</span> 518 519</header> 520 521</a> 522 523 524<div class="member-content overlay-content"> 525 526<button class="close-overlay">Close</button> 527 528<div class="overlay-content-wrapper"> 529<p><img style="display: block; vertical-align: top; margin: 5px auto; text-align: center; width: 500px; height: 500px;" src="https://static.twentyoverten.com/5d9768326e5bfa373f3b9eb5/1MuVPgIYcUnR/-WAIAugust2026-7-Jay-Cropped.jpg"></p><h3 style="text-align: center;">Jonathan Pearson, CFP<sup>®</sup></h3><p><br></p><p>Jonathan is a financial advisor who provides comprehensive financial planning and wealth management services to a variety of individuals including working professionals, executives, and business owners. His specialized services include risk management, retirement strategies, tax planning strategies, estate planning, and money management within the context of the complex and ever-changing financial landscape.</p><p>Jonathan believes that the core foundation of an investment strategy must rest on a sound comprehensive financial strategy. Therefore, he approaches each clientâs portfolio with an in-depth needs-based analysis. He tailors each investment strategy to fit those needs while considering other factors like the appropriate level of risk tolerance, time horizon, and any unique financial goals. Through an individualized financial process, he can recommend objective investment strategies designed to help address his clientsâ needs and lead them toward their financial goals.</p><p>Jonathanâs experience has taught him that while the financial strategy is the foundation to financial success, effective and value-ad
529ded asset management is critical in pursuing the goals of the financial plan. For that reason, he is devoted to continual research and education in how best to work with his clients and their finances. In demonstration of this commitment, he received a bachelorâs degree in finance from the University of Iowa and continued his education by achieving the CERTIFIED FINANCIAL PLANNER⢠(CFP®) Professional designation in 2008.</p><p>Jonathan was born and raised in Urbandale, Iowa, and lives in Urbandale with his wife, Anne; and their children, Katelyn, Landon, and Stella. He enjoys spending time with his family in addition to golfing, fishing, and attending sporting events.<a class="social-link" href="#linkedin" rel="noopener noreferrer" target="_blank"></a></p><p class="accented"><em>[email protected]<br>(515) 974-4569</em><br><em><a aria-label="linkedin" class="social-link" href="https://www.linkedin.com/in/jonathan-pearson-cfp%C2%AE-8639b16/" rel="noopener noreferrer" target="_blank"><svg class="icon" aria-hidden="true" focusable="false"><use xlink:href="#icon-linkedin"></use></svg></a></em></p><p class="accented"><a href="https://www.letsmakeaplan.org/find-a-cfp-professional/certified-professional-profile/45baec1c-bcc5-488a-85b6-1a53f1c71f9f" rel="noopener noreferrer" target="_blank">View Jonathan's CFP Professional Profile</a></p> 530</div> 531</div> 532 533 534</div> 535 536<div class="member-item has-thumb show-3-up"> 537 538<a href="#" class="open-overlay"> 539 540 541<figure class="thumbnail"> 542<img src="https://static.twentyoverten.com/5d9768326e5bfa373f3b9eb5/-kHRwjGjUPGp/-WAIAugust2026-13-Springer-Cropped.jpg" alt="Matthew Springer, CFP® Photo"> 543 544<div class="overlay"></div> 545</figure> 546 547 548<header class="member-header"> 549<h3>Matthew Springer, CFP®</h3> 550 551<div class="member-title">Financial Planner</div> 552 553 554<span class="read-bio"> 555Bio 556<svg class="icon"> 557<use xmlns:xlink="http://www.w3.org/1999/xlink" xlink:href="#icon-external"></use> 558</svg> 559</span> 560 561</header> 562 563</a> 564 565 566<div class="member-content overlay-content"> 567 568<button class="close-overlay">Close</button> 569 570<div class="overlay-content-wrapper"> 571<h3 style="text-align: center;"><img src="https://static.twentyoverten.com/5d9768326e5bfa373f3b9eb5/HJjSxkeI_REn/-WAIAugust2026-13-Springer-Cropped.jpg" style="display: block; vertical-align: top; margin: 5px auto; text-align: center; width: 500px; height: 500px;">Matthew Springer, CFP<sup>®</sup></h3><p>Matt Springer, a CFP® professional, is a financial planner at Wealth Advisors of Iowa, an independent Registered Investment Advisory firm in West Des Moines, Iowa. He specializes in providing individuals â from mid-career professionals to retirees â with personalized investment strategies that work towards their targeted goals.</p><p>Believing that open communication and exceptional service are integral to pursuing the desired outcomes, Matt aims to be his clientsâ trustworthy and reliable partner in the financial planning process. </p><p>He holds both a B.A. and an M.A. from the University of Northern Iowa. Additionally, he has completed the Retirement Income Certified Professional (RICP®) curriculum. Matt resides in West Des Moines with his wife, Kailee, and their three children.</p><p>Schedule a meeting with Matt <a href="https://calendly.com/mattspringer" rel="noopener noreferrer" target="_blank">here</a>.</p><p class="accented"><em>[email protected]<br>(515) 219-4836</em></p><p class="accented"><a href="https://www.letsmakeaplan.org/find-a-cfp-professional/certified-professional-profile/7dc8f5ed-dec8-4a2a-932e-70625cf450c6" rel="noopener noreferrer" target="_blank">View Matt's CFP Professional Profile</a></p> 572</div> 573</div> 574 575 576</div> 577 578<div class="member-item has-thumb show-3-up"> 579 580<a href="#" class="open-overlay"> 581 582 583<figure class="thumbnail"> 584<img src="https://static.twentyoverten.com/5d9768326e5bfa373f3b9eb5/Gz807OrUYm2B/-WAIAugust2026-10-Waller-Cropped.jpg" alt="Nick Waller, CFP® Photo"> 585 586<img src="https://static.twentyoverten.com/5d9768326e5bfa373f3b9eb5/GU40QWigIFUn/-WAIAugust2026-10-Waller-Cropped.jpg" alt="Nick Waller, CFP® Hover Photo" class="member-hover"> 587 588<div class="overlay"></div> 589</figure> 590 591 592<header class="member-header"> 593<h3>Nick Waller, CFP®</h3> 594 595<div class="member-title">Financial Advisor</div> 596 597 598<span class="read-bio"> 599Bio 600<svg class="icon"> 601<use xmlns:xlink="http://www.w3.org/1999/xlink" xlink:href="#icon-external"></use> 602</svg> 603</span> 604 605</header> 606 607</a> 608 609 610<div class="member-content overlay-content"> 611 612<button class="close-overlay">Close</button> 613 614<div class="overlay-content-wrapper"> 615<p><img src="https://static.twentyoverten.com/5d9768326e5bfa373f3b9eb5/cM2XCG5vr36B/-WAIAugust2026-10-Waller-Cropped.jpg" style="display: block; vertical-align: top; margin: 5px auto; text-align: center; width: 44%;"></p><h2 style="text-align: center;"><strong>Nick Waller, CFP® 616</strong></h2><p>Nick Waller is a CFP® professional and a Financial Advisor with Wealth Advisors of Iowa, where he works with individuals, families, and business owners to help them navigate important financial decisions and work toward their long-term goals.</p><p>Nick is passionate about helping clients simplify complex financial matters and develop strategies that align with their unique objectives. He believes that strong relationships, clear communication, and personalized guidance are the foundation of successful financial planning.</p><p>Nick, a Northeast Iowa native, graduated from Coker University as a member of the golf team. Nick and his wife Lauren live in Norwalk with their daughters Kennedy & Lily. He enjoys spending time with his family, golfing, working out and weekends at the lake. </p><p><em>[email protected]<br>(515) 259-7532</em></p><p><em><a aria-label="linkedin" class="social-link" href="https://www.linkedin.com/in/nick-waller-0871a81b0/" rel="noopener noreferrer" target="_blank"><svg class="icon" aria-hidden="true" focusable="false"><use xlink:href="#icon-linkedin"></use></svg></a></em><br><em><a aria-label="linkedin" href="https://www.linkedin.com/in/nick-waller-0871a81b0/" rel="noopener noreferrer" target="_blank"><svg aria-hidden="true" focusable="false"></svg></a></em></p><p> 617<br> 618</p> 619</div> 620</div> 621 622 623</div> 624 625<div class="member-item has-thumb show-3-up"> 626 627<a href="#" class="open-overlay"> 628 629 630<figure class="thumbnail"> 631<img src="https://static.twentyoverten.com/5d9768326e5bfa373f3b9eb5/849_Ohdr4wzz/-WAIAugust2026-18-Bauer-Cropped.jpg" alt="Megan Bauer Photo"> 632 633<img src="https://static.twentyoverten.com/5d9768326e5bfa373f3b9eb5/KifoE7cifOIk/-WAIAugust2026-18-Bauer-Cropped.jpg" alt="Megan Bauer Hover Photo" class="member-hover"> 634 635<div class="overlay"></div> 636</figure> 637 638 639<header class="member-header"> 640<h3>Megan Bauer</h3> 641 642<div class="member-title">
642Client Services Associate</div> 643 644 645<span class="read-bio"> 646Bio 647<svg class="icon"> 648<use xmlns:xlink="http://www.w3.org/1999/xlink" xlink:href="#icon-external"></use> 649</svg> 650</span> 651 652</header> 653 654</a> 655 656 657<div class="member-content overlay-content"> 658 659<button class="close-overlay">Close</button> 660 661<div class="overlay-content-wrapper"> 662<p><img src="https://static.twentyoverten.com/5d9768326e5bfa373f3b9eb5/-9CGjFSFXHlb/-WAIAugust2026-18-Bauer-Cropped.jpg" style="display: block; vertical-align: top; margin: 5px auto; text-align: center; width: 45%;"></p><h2 style="text-align: center;"><strong>Megan Bauer</strong></h2><p>As a Client Services Associate for Wealth Advisors of Iowa, Megan is driven to provide an exceptional customer service experience for our valued clients. Megan adds value by supporting daily client needs and helping ensure an efficient, seamless, and thoughtful experience. Alongside delivering exceptional customer service, Megan plays a key role in supporting our team of advisors, handling administrative tasks, and contributing to marketing initiatives that strengthen and support our wealth advisory team. Megan was born and raised on a farm in southern Iowa, attended college at AIB College of Business and now resides in Indianola with her children, Jacey and Jack. She loves spending time with her family, boating, golfing, playing sand volleyball and cheering for her kiddos at all of their activities and big milestones!</p><p>[email protected]<br style="box-sizing: border-box;">(515) 219-4840</p><p><a aria-label="linkedin" class="social-link" href="#linkedin" target="_blank"><svg class="icon" aria-hidden="true" focusable="false"><use xlink:href="#icon-linkedin"></use></svg></a><br></p><p><br></p> 663</div> 664</div> 665 666 667</div> 668 669<div class="member-item has-thumb show-3-up"> 670 671<a href="#" class="open-overlay"> 672 673 674<figure class="thumbnail"> 675<img src="https://static.twentyoverten.com/5d9768326e5bfa373f3b9eb5/TlNXa1hbdFaB/WAIAugust2026-15-Masters-Cropped.jpg" alt="Kellie Masters, CFP® Photo"> 676 677<div class="overlay"></div> 678</figure> 679 680 681<header class="member-header"> 682<h3>Kellie Masters, CFP®</h3> 683 684<div class="member-title">Director of Financial Planning & Chief Compliance Officer</div> 685 686 687<span class="read-bio"> 688Bio 689<svg class="icon"> 690<use xmlns:xlink="http://www.w3.org/1999/xlink" xlink:href="#icon-external"></use> 691</svg> 692</span> 693 694</header> 695 696</a> 697 698 699<div class="member-content overlay-content"> 700 701<button class="close-overlay">Close</button> 702 703<div class="overlay-content-wrapper"> 704<p><img src="https://static.twentyoverten.com/5d9768326e5bfa373f3b9eb5/Yn70RLyDmubN/WAIAugust2026-15-Masters-Cropped.jpg" style="display: block; vertical-align: top; margin: 5px auto; text-align: center; width: 500px; height: 500px;"></p> 705 706<h3 style="text-align: center;">Kellie Masters, CFP<sup>®</sup></h3> 707 708<p> 709<br> 710</p> 711 712<p>Kellie is a Certified Financial Planner⢠practitioner and is the Director of Financial Planning and the Chief Compliance Officer for WAI. She specializes in helping clients navigate their transition to retirement and in social security planning. Kellie is originally from Humboldt, IA and attended Iowa State University where she received her bachelorâs degree in Finance and her Mastersâ degree in Family & Consumer Sciences â Family Financial Planning. Kellie is a graduate of the Waukee Leadership Institute and of the Greater Des Moines Leadership Instituteâs Community Leaders Program. Kellie has a passion for promoting financial literacy and has been involved in various community organizations over the years. In 2015, Kellie was honored for her accomplishments, leadership, promise and contribution to the financial services industry when she was named to <em>InvestmentNewsâ </em>40 Under 40 class. Kellie lives in Urbandale, with her husband, Mitch; and their three children. Kellie enjoys spending time with her family, attending her childrenâs activities, baking, and reading. </p> 713 714<p class="accented"><em>[email protected]<br>(515) 219-4835</em> 715<br><em><a aria-label="linkedin" class="social-link" href="https://www.linkedin.com/in/kelliemasters/" rel="noopener noreferrer" target="_blank"><svg class="icon" aria-hidden="true" focusable="false"><use xlink:href="#icon-linkedin"></use></svg></a></em></p> 716 717<p class="accented"><a href="https://www.letsmakeaplan.org/find-a-cfp-professional/certified-professional-profile/412d9ba1-1211-48e0-ab72-0ac6376f7e2e" rel="noopener noreferrer" target="_blank">View Kellie's CFP Professional Profile</a></p> 718 719<p class="accented">Important Disclosure: <em>Third-party awards, rankings, and recognitions are no guarantee of future investment success. These ratings should not be construed as an endorsement of the advisor by any client or prospective client, nor are they representative of any one clientâs experience. Wealth Advisors of Iowa did not pay to participate in any award or survey. This content is for informational purposes only. </em></p><em> 720 721</em> 722 723<p class="accented"> 724<br> 725</p> 726</div> 727</div> 728 729 730</div> 731 732<div class="member-item has-thumb show-3-up"> 733 734<a href="#" class="open-overlay"> 735 736 737<figure class="thumbnail"> 738<img src="https://static.twentyoverten.com/5d9768326e5bfa373f3b9eb5/2llsrV_bGiJu/-WAIAugust2026-14-Minner-Cropped.jpg" alt="Heather Minner Photo"> 739 740<div class="overlay"></div> 741</figure> 742 743 744<header class="member-header"> 745<h3>Heather Minner</h3> 746 747<div class="member-title">Director of Client Services</div> 748 749 750<span class="read-bio"> 751Bio 752<svg class="icon"> 753<use xmlns:xlink="http://www.w3.org/1999/xlink" xlink:href="#icon-external"></use> 754</svg> 755</span> 756 757</header> 758 759</a> 760 761 762<div class="member-content overlay-content"> 763 764<button class="close-overlay">Close</button> 765 766<div class="overlay-content-wrapper"> 767<p><img src="https://static.twentyoverten.com/5d9768326e5bfa373f3b9eb5/Dn06n4pSrJku/-WAIAugust2026-14-Minner-Cropped.jpg" style="display: block; vertical-align: top; margin: 5px auto; text-align: center; width: 500px; height: 500px;"></p><h3 style="text-align: center;">Heather Minner</h3><p><br></p><p>As Client Services Director for Wealth Advisors of Iowa, Heather is driven to provide a personalized customer service experience of the highest quality. Heather adds value for our clients through regular interaction, listening to what they s
767ay, and replying to them in a timely manner. In addition to providing exceptional service to our clients, Heather is also responsible for handling all administrative duties and supporting our team of wealth advisors and serving as the primary contact for all operations. Heather was born and raised in Des Moines, Iowa and resides in Ankeny, Iowa with her husband, Eric, her children, Hunter and Rylee, and their bulldog Rizzo. She loves spending time with her family, boating, and attending their endless sports activities.<a class="social-link" href="#linkedin" target="_blank"></a></p><p class="accented"><em>[email protected]<br>(515) 974-4577</em></p> 768</div> 769</div> 770 771 772</div> 773 774<div class="member-item has-thumb show-3-up"> 775 776<a href="#" class="open-overlay"> 777 778 779<figure class="thumbnail"> 780<img src="https://static.twentyoverten.com/5d9768326e5bfa373f3b9eb5/j-eIWORD4Xf5/-WAIAugust2026-23-Riley-Cropped.jpg" alt="Stacey Riley Photo"> 781 782<div class="overlay"></div> 783</figure> 784 785 786<header class="member-header"> 787<h3>Stacey Riley</h3> 788 789<div class="member-title">Client Services Associate</div> 790 791 792<span class="read-bio"> 793Bio 794<svg class="icon"> 795<use xmlns:xlink="http://www.w3.org/1999/xlink" xlink:href="#icon-external"></use> 796</svg> 797</span> 798 799</header> 800 801</a> 802 803 804<div class="member-content overlay-content"> 805 806<button class="close-overlay">Close</button> 807 808<div class="overlay-content-wrapper"> 809<p><img src="https://static.twentyoverten.com/5d9768326e5bfa373f3b9eb5/FqC1KTRGyZyW/-WAIAugust2026-23-Riley-Cropped.jpg" style="display: block; vertical-align: top; margin: 5px auto; text-align: center; width: 500px; height: 500px;"></p><h3 style="text-align: center;">Stacey Riley</h3><p><br></p><p>Stacey joined Wealth Advisors of Iowa in November 2022 as our Client Services Associate. Stacey provides support to our advisors and is the smiling face you see when you walk into our office. Stacey was born and raised in Waukee and attended Grandview College where she received her degree in Business Administration and played on the softball team. Currently, Stacey, lives in the Waukee/Clive area with her partner, Ryan, and their dog. Stacey has two children, Callie and Cooper. In her free time, she enjoys spending time with her family, recreational sports, and cheering on her favorite teams (Iowa Hawkeyes, New England Patriots, and Boston Red Sox).</p><p><a href="#linkedin" target="_blank"></a></p><p class="accented"><em>[email protected]<br>(515)200-7812</em></p> 810</div> 811</div> 812 813 814</div> 815 816</div> 817</section> 818 819 820<div class="container"> 821<div class="section-tabs"> 822<nav class="tabs-nav"> 823<ul> 824 825 826 827<li class="external-link"> 828<a href="/current-openings" target="_blank"> 829Current Openings 830<svg class="icon"> 831<use xmlns:xlink="http://www.w3.org/1999/xlink" xlink:href="#icon-external"></use> 832</svg> 833</a> 834</li> 835 836 837<span class="indicator"></span> 838</ul> 839</nav> 840<div class="tabs-content"> 841 842 843 844</div> 845</div> 846</div> 847 848</div> 849 850 851</section> 852 853<section id="section-contact-us" class="section page-section"> 854 855 856 857 858<div class="divider is-0"> 859 860 861<div class="bg" style="background-image:url('https://static.twentyoverten.com/5d9768326e5bfa373f3b9eb5/cGTtXmswK/Contact-Us.jpg'); background-position: center center; background-repeat: no-repeat; background-attachment: fixed; background-size: auto;"></div> 862 863 864 865<div class="overlay"> 866<div class="container"> 867 868 869 870<div class="hero-content" data-location="hero_content" data-id="6ab296c28680d243eea485bd" data-type="hero"> 871<h1 style="text-align: center;">Contact Us</h1> 872</div> 873</div> 874</div> 875 876</div> 877 878 879<div class="main-content-wrapper"> 880 881 882<div class="container"> 883<div class="main-content" data-location="content" data-id="6ab296c28680d243eea485bd" data-type="page"> 884<div class="row"><span class="delete-row"></span> 885<div class="col-xs-12 col-sm-7"><p class="hero">When the time is right, we look forward to connecting with you. </p><form class="form contact-form" novalidate="novalidate"><span class="delete-contact-form"></span> 886<span class="mask-contact-form" contenteditable="false"></span> 887<div class="form-wrapper"><div class="form-item"><label>Name</label> 888<input name="contact[name]" class="form-control" type="text"><div data-lastpass-icon-root="" style="position: relative !important; height: 0px !important; width: 0px !important; display: initial !important; float: left !important;"><br></div></div><div class="form-item"><label>Email</label> 889<input name="contact[email]" class="form-control" type="email"></div><div class="form-item"><label>Phone</label> 890<input name="contact[phone]" class="form-control" type="text"></div><div class="form-item"><label>Message</label> 891<textarea name="contact[message]" class="form-control"></textarea></div><div class="form-item is-recaptcha"><div class="g-recaptcha" data-sitekey="6LfuQrIZAAAAAFBTC1vbc5DPGWi9zB0Tj2-tl-kY"><br></div></div><div class="form-item"><button class="btn contact-submit" data-submit-text="Sending..." type="submit">SEND</button></div></div></form><p><br></p></div><p><br></p><div class="col-xs-12 col-sm-5"><aside class="sidebar"><h4>LOCATION</h4><p>1601 West Lakes Parkway, Suite 200 <br>West Des Moines, Iowa 50266</p><h4>Office Hours</h4><p>Monday - Friday <br>8:30 a.m. - 4:30 p.m.</p><h4>CONTACT</h4><p>[email protected] <br>515-200-7812</p></aside></div></div> 892</div> 893</div> 894 895 896</div> 897 898 899 900 901</section> 902 903 904<footer class="footer" role="contentinfo"> 905<div class="footer-wrapper"> 906<div class="container"> 907<div class="footer-content" data-location="footer" data-id="6ab296c28680d243eea485bb" data-type="footer"> 908<p style="text-align: center;">Wealth Advisors of Iowa (WAI)<br>1601 West Lakes Parkway, Suite 200<br>West Des Moines, Iowa 50266<br>515-200-7812<br>[email protected]<br><a class="social-link fr-deletable" href="https://www.facebook.com/WealthAdvisorsOfIowa/" rel="noopener noreferrer" target="_blank"><svg class="icon"><use xlink:href="#icon-facebook"></use></svg></a></p><p style="text-align: center;"><a class="fr-file" href="https://static.twentyoverten.com/5d9768326e5bfa373f3b9eb5/FU3GBWUG0Y/WAI-Form-CRS-372022.pdf" rel="noopener noreferrer" target="_blank">Customer Relationship Summary (Form CRS)</a><a href="/disclosure-documents"></a><br><a href="/disclosure-documents">Disclosure Documents</a></p><p class="disclaimer" style="text-align: center;">Advisory services offered through Wealth Advisors of Iowa, LLC, a Registered Investment Adviser firm.</p> 909</div> 910<div id="tot_badge"> 911<p> 912<a href="https://twentyoverten.com" target="_blank"> 913 914<img src="data:image/svg+xml;charset=utf8,%3Csvg xmlns='http://www.w3.org/2000/svg' viewBox='0 0 30 30'%3E%3Cpath d='M15,1.75A13.25,13.25,0,1,1,1.75,15,13.27,13.27,0,0,1,15,1.75M15,0A15,15,0,1,0,30,15,15,15,0,0,0,15,0h0Z' fill='%23004c97'/%3E%3Cpath d='M13.13,6.39a0.6,0.6,0,0,1,.57-0.63h0.72a0.6,0.6,0,0,1,.64.63V9h1a0.6,0.6,0,0,1,.64.63V10a0.61,0.61,0,0,1-.56.65H15.06v6.73c0,0.82.21,1.06,0.93,1.06h0.47a0.6,0.6,0,0,1,.64.63v0.4a0.61,0.61,0,0,1-.57.64h-0.6c-2,0-2.85-.82-2.85-2.73v-11h0Z' fill='%23004c97'/%3E%3Cpath d='M17.38,23.6a0.64,0.64,0,0,1-.64.63H13.28a0.64,0.64,0,0,1-.64-0.63V23.05a0.64,0.64,0,0,1,.64-0.59h3.44a0.64,0.64,0,0,1,.64.63V23.6Z' fill='%23004c97'/%3E%3C/svg%3E" alt="Financial Advisor Websites by Twenty Over Ten"> 915 916<span>Powered by Twenty Over Ten</span> 917</a> 918</p> 919</div> 920</div> 921</div> 922 923</footer> 924 925
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