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311<h3 style="text-align: center;"><strong>A simple way to manage your money clearly.</strong></h3><p class="hero" style="text-align: center;">Identify Your Goals. 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.&nbsp;</td><td style="width: 33.3333%; vertical-align: top;"><h3><strong>Track Your Progress.</strong><strong>&nbsp;</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>
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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 &amp; 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 it’s 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. &nbsp;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>
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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>
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426<h1 class="hero" style="text-align: center;">Our Team</h1>
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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 we’ll listen to you, and your unique situation to develop your plan. It’s our goal to guide you through all of the important decisions to get it right for you.</p>
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455<img src="https://static.twentyoverten.com/5d9768326e5bfa373f3b9eb5/XTgqQyWnvGT2/-WAIAugust2026-8-Nick-Cropped.jpg" alt="Nick Capobianco, CFP® Photo">
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461<header class="member-header">
462<h3>Nick Capobianco, CFP®</h3>
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464<div class="member-title">Partner</div>
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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. &nbsp;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 bachelor’s 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. &nbsp;</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>
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500<img src="https://static.twentyoverten.com/5d9768326e5bfa373f3b9eb5/9UkJWIj5WYDj/-WAIAugust2026-7-Jay-Cropped.jpg" alt="Jonathan Pearson, CFP® Hover Photo" class="member-hover">
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507<h3>Jonathan Pearson, CFP®</h3>
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509<div class="member-title">Partner</div>
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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 client’s 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 clients’ needs and lead them toward their financial goals.</p><p>Jonathan’s 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&nbsp;demonstration&nbsp;of this commitment, he received a bachelor’s degree in finance from the University of&nbsp;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>
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542<img src="https://static.twentyoverten.com/5d9768326e5bfa373f3b9eb5/-kHRwjGjUPGp/-WAIAugust2026-13-Springer-Cropped.jpg" alt="Matthew Springer, CFP® Photo">
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548<header class="member-header">
549<h3>Matthew Springer, CFP®</h3>
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551<div class="member-title">Financial Planner</div>
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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 – from mid-career professionals to retirees – 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 clients’ trustworthy and reliable partner in the financial planning process.&nbsp;</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>
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584<img src="https://static.twentyoverten.com/5d9768326e5bfa373f3b9eb5/Gz807OrUYm2B/-WAIAugust2026-10-Waller-Cropped.jpg" alt="Nick Waller, CFP® Photo">
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586<img src="https://static.twentyoverten.com/5d9768326e5bfa373f3b9eb5/GU40QWigIFUn/-WAIAugust2026-10-Waller-Cropped.jpg" alt="Nick Waller, CFP® Hover Photo" class="member-hover">
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592<header class="member-header">
593<h3>Nick Waller, CFP®</h3>
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595<div class="member-title">Financial Advisor</div>
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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 &amp; Lily. He enjoys spending time with his family, golfing, working out and weekends at the lake. &nbsp;</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>
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640<h3>Megan Bauer</h3>
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642Client Services Associate</div>
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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. &nbsp;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>
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682<h3>Kellie Masters, CFP®</h3>
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684<div class="member-title">Director of Financial Planning &amp; Chief Compliance Officer</div>
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706<h3 style="text-align: center;">Kellie Masters, CFP<sup>®</sup></h3>
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708<p>
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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 bachelor’s degree in Finance and her Masters’ degree in Family &amp; Consumer Sciences – Family Financial Planning. Kellie is a graduate of the Waukee Leadership Institute and of the Greater Des Moines Leadership Institute’s 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>InvestmentNews’&nbsp;</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 children’s activities, baking, and reading.&nbsp;</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>
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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 client’s experience. Wealth Advisors of Iowa did not pay to participate in any award or survey. This content is for informational purposes only.&nbsp;</em></p><em>
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745<h3>Heather Minner</h3>
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747<div class="member-title">Director of Client Services</div>
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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>
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787<h3>Stacey Riley</h3>
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789<div class="member-title">Client Services Associate</div>
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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>
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