Staff Bios


James Wessels, CPA/PFS, CFA

Jim's financial career spans two decades.  He has built a diverse background in pension, tax planning, estate planning strategies, financial planning and investments.


Jim acquired a deep understanding of all types of retirement plans in his years at Principal Financial Group where he consulted with other professionals and business owners to help design effective, goal-based pension programs. Jim also served as an analyst at Principal Global Investors where he covered financial services, outsourcing, health care, energy, and utility industries.  His most extensive analysis was with oil and gas where he lead coverage of the energy industry for domestic and international companies.


Jim holds a Certified Public Accountant (CPA) designation. While he does not currently practice tax or public accounting, he did have his own tax practice.  He uses this background to help clients with their overall financial planning and to tailor investments appropriately.  His continuing education to maintain his CPA designation remains focused on trusts, taxation and estate planning. Through the American Institute of CPAs, Jim has earned the Personal Financial Specialist (PFS) credential, demonstrating his knowledge and experience in personal financial planning.  Jim also holds the Chartered Financial Analyst (CFA) designation.

Jim's academic background includes graduating from the University of Iowa with a Bachelor's of Business Administration (BBA) degree, majoring in Accounting.  He also earned his Masters of Business Administration (MBA) from the University of Iowa with a finance emphasis.

Jim and his wife, Melissa, have two children, Nicholas and Stephanie.  He is an avid Iowa Hawkeye supporter.  Jim is also active in the Des Moines community.  He serves as Treasurer of Central Iowa Shelter & Services and has served on the Investment Committee of United Way of Central Iowa, and the Investment Committee of the United Way Emerging Leaders Initiative.  He currently volunteers at the University of Iowa, serving as an Investment Advisory Board Member of the University of Iowa Krause Fund where he helps oversee an investment fund run by students.



Jared is an Investment Advisor Representative of Voya Financial Advisors focused on comprehensive financial planning.  His background includes extensive experience in computer science and finance.  He founded and later sold an internet service provider, and has worked as a business/field analyst and derivatives broker.  


Jared's experience in data analytics and research has enhanced the technologically intensive elements of financial, estate, tax strategies, and investment planning, the disciplines that form the cornerstone of our business. His responsibilities span the breadth of these areas and, within the investment planning realm, include portfolio construction and management, asset allocation, and individual investment selection.

Jared has developed diverse research pursuits in the areas of behavioral finance, portfolio theory, economic history, and macroeconomic analysis. Jared has particular interest in security analysis within the information technology and healthcare spaces. As an ancillary tool for investment evaluation and selection, he is responsible for leading the development and ongoing refinement of a proprietary quantitative screening model that examines the fundamental and technical components of individual securities.

Jared attended Indiana University-Bloomington for his undergraduate business and computer science degrees and the University of Iowa for his MBA with a finance emphasis.  He has earned both Certified Financial Planner™ and Chartered Financial Analyst (CFA®) designations.  

Jared is an active participant in volunteer activities including work with the Disque Foundation. He is an avid reader and enjoys international travel with his wife Lisa. His purpose is to nurture relationships and meaningfully contribute to the lives of others.



Peter is an Investment Advisor Representative of Voya Financial Advisors.  He started his career in 1993, after graduating from Wartburg College, Waverly, IA.  He grew up on a farm in Hamilton County, 55 miles north of Des Moines, and has used this background in his financial planning career, helping small businesses and families through their estate planning and retirement goals.  In addition, Peter has a niché in the public-sector marketplace working with city, county, and state employees.  Clients appreciate Peter for being a good listener, a problem solver, and someone who can explain financial concepts in a way they can understand.


He has been an active member in his church, serving in several leadership roles as well as an active member within MDRT, Million Dollar Round Table, The Premier Association of Financial Professionals, where he currently serves as a trustee on their foundation as well as other committee roles.

Peter is married to Leah, and they have three children, Naomi, Lydia and Levi.  He resides in Ankeny, IA.



J.D. is an Investment Advisor Representative with Voya Financial Advisors. He has earned the Chartered Retirement Planning CounselorSM designation. J.D. joined the insurance and financial services industry early in 2015. He partners with lead advisors to serve the broad financial planning needs of clients.  Before joining Voya J.D. worked as an Executive Assistant Manager with Walgreens for nearly 8 years. J.D.'s alma mater is Iowa State University. J.D. graduated with a B.A. in Business Management in December of 2007. J.D. and his wife Abigail live in Pleasant Hill with their daughter, Maya.


Adam Perkins, CRPC®

Adam is an Investment Advisor Representative with Voya Financial Advisors. He has earned the Chartered Retirement Planning CounselorSM designation. Adam assists with the delivery of financial plans, meets with clients, and partners with lead advisors to serve client needs.  He is responsible for all facets of client servicing including new account set-up, maintenance of client records, client meeting preparation and daily account transactions. He graduated from Drake University where he competed in Division 1 Track and Field. Adam has earned degrees in Entrepreneurial Management and Marketing on the Sales and Sales Management Track with a Concentration in Finance.


Matt Boehnke, Investment Adviser Representative

Matt works in the development, analysis and implementation of financial plans. He also serves as a registered principal supervising those representatives affiliated with the broker/dealer. Matt began his career in the financial services industry in 2002 with The Principal Financial Group and Princor as a registered representative. In 2003, he joined a registered broker/dealer and investment advisory firm as a regional sales manager. Matt lives in West Des Moines with his wife, Alicia, and two children, Eric and Emily. He is active in volunteer activities and enjoys traveling with his family, golfing and supporting the Iowa Hawkeyes.



Phyllis Vance*, CFA, Chief Financial Strategist

Phyllis is our Chief Financial Strategist.  She focuses on analysis, as well as serving on our investment committee.  Phyllis has over thirty years of experience which included analysis and portfolio management for a global financial firm.  Her experience encompasses both domestic and international equities.  She also served as the Director of Commercial Real Estate Research.  She graduated from Iowa State with a degree in business administration.


Jasen Dahm, CPA, CFA

Jasen  is a Financial Analyst focusing on asset allocation and tax minimization strategies.  He serves on our investment committee.  He formerly served as a research analyst for a fund of hedge funds as well as a Senior Auditor for Deloitte and Touche.  Jasen earned his BBA in Accounting and Finance as well as a Masters of Accountancy from the University of Iowa.  Jasen and his wife Brittany live in Urbandale.


Sean Phillips  

Sean is an Investment Advisor Representative with Voya Financial Advisors and serves as a Financial Analyst for the firm. He joined the company in 2015. Sean focuses on asset allocation, investment research, and sits on the investment committee. Sean graduated from Drake University with a bachelor's degree in Finance and Accounting in May of 2016. Prior to joining the company, Sean gained experience in the industry at a financial planning firm, where he was responsible for client meeting preparation. Sean currently holds the Series 7 and 66 registrations and has completed level 1 and 2 of the Chartered Financial Analyst (CFA) program.



Eric Lewis, CFA  

Eric serves on our investment committee.  Prior, he spent fourteen years as a global equities research analyst at a Fortune 500 company.  He provides additional depth and experience in investment research and analysis to our credentialed investment management team. Eric graduated from Drake University with a Bachelor of Science degree in Finance/Actuarial Science, and a minor in Mathematics.


*Not registered with Voya Financial Advisors and cannot offer securities nor investment advice.