A simple way to manage your money clearly.

Identify Your Goals. Create Your Plan. Track Your Progress.

Identify Your Goals.

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.

Create Your Plan.

With our trusted 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.

Track Your Progress.

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.

Our Services

Wealth Management

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:

Investment Management
Cash Flow & Debt Reduction
Retirement Planning
Estate Planning
Insurance Analysis
Social Security Planning
Education Planning
Business Succession Planning
Charitable Giving

Retirement Benefit Plans

There are many benefits with employer-sponsored retirement plan(s), 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 optimize their benefits. We can help you do both.

Defined Contribution - 401(k), 403(b), Profit Sharing, ESOP, etc.
Defined Benefit - Pension and Cash Balance Plans
Self-Employed and Small Business Plans - SEP and SIMPLE IRA Plans
Plan Design Consulting
Service Provider/ Vendor Management
Fiduciary Roles, Responsibilities, and Liability Consulting
Non-Qualified Plan Consulting

Professional Collaboration

We believe that building a team of trusted professional advisors is important. That is why we help you establish relationships with client centered professionals, which may include:

CPA/Tax Professionals
Insurance Professionals
Estate Planning Attorneys
Corporate Trust Departments
Benefits Providers
Third Party Administrators (TPAs)
Recordkeepers and Custodians

Our Team

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.

Nick Capobianco, CFP®

Partner

Bio

Nick Capobianco, CFP^®

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 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.

NCapobianco@WAIowa.com
(515) 974-4571

Jonathan Pearson, CFP®

Partner

Bio

Jonathan Pearson, CFP^®

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.

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.

Jonathan’s experience has taught him that while the financial strategy is the foundation to financial success, effective and value-added 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 bachelor’s degree in finance from the University of Iowa and continued his education by achieving the CERTIFIED FINANCIAL PLANNER™ (CFP®) Professional designation in 2008.

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.

JPearson@WAIowa.com
(515) 974-4569

Kellie Masters, CFP®

Director of Financial Planning & Chief Compliance Officer

Bio

Kellie Masters, CFP^®

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 & 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 InvestmentNews’ 40 Under 40 class. Kellie lives in Urbandale, with her husband, Mitch; and their three children, Makenna, Brendon and Tyler. Kellie enjoys spending time with her family, attending her children’s activities, baking, and reading.

KMasters@WAIowa.com
(515) 219-4835

Heather Minner

Director of Client Services

Bio

Heather Minner

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 say, 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.

HMinner@WAIowa.com
(515) 974-4577

Contact Us

When the time is right, we look forward to connecting with you.