The Team

Discerning Wealth

"We help simplify the financial lives of our clients to assist them in achieving peace of mind so they have more time to pursue the more meaningful things in life."

Our Advisors

Aaron D Sannes

Aaron D Sannes

Private Wealth Advisor

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Designations

CFP®, ChFC®, CKA®

Top Areas of Focus

  • Christian Financial Strategies
  • Retirement Planning Strategies
  • Tax Planning Strategies

Education

BA, Economics, Luther College, Decorah, IA

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Joshua Katcher

Joshua Katcher

Financial Advisor

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Designations

CFP®, APMA®

Top Areas of Focus

  • Christian Financial Strategies
  • Retirement Planning Strategies
  • Tax Planning Strategies

Education

AA, Math, NIACC, 1995, BA, Education, Math, University of Northern Iowa, 1997

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David Hook

David Hook

Financial Advisor

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Designations

CFP®

Top Areas of Focus

  • Estate Planning Strategies
  • Saving for Education
  • Retirement Planning Strategies

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Stephanie M Holding

Stephanie M Holding

Financial Advisor

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Top Areas of Focus

  • Cash Flow Management Strategies
  • Retirement Planning Strategies
  • Sustainable and Responsible Investing

Education

Bachelor of Arts, Anthroplogy, University of Northern Iowa, Cedar Falls, Iowa

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Our Staff

Shanna L. Sperfslage

Shanna L. Sperfslage

Operations Manager

Kristi K. McCarty

Kristi K. McCarty

Executive Assistant

Mimi Coenen

Mimi Coenen

Marketing Manager

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Roles & Responsibilities

  • Mimi’s role is to direct overall marketing and communication functions of the practice to deliver the brand promise and unique value proposition in the marketplace to potential and existing clients.
Christine K. Roberts

Christine K. Roberts

Client Service Specialist

Kristin Petersen

Kristin Petersen

Operations Specialist

Ann Chappo

Ann Chappo

Assistant

Abby J. Brekke

Abby J. Brekke

Client Concierge

Matt Halverson

Matt Halverson

Paraplanner

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Personal Intro

The paraplanner is highly engaged in initiating client contact and interfacing with clients through the implementation, service needs, and follow-up of associated work activity of each client meeting. Matt serves the client to ensure an exceptional client experience is achieved.

Aaron Teare

Aaron Teare

Paraplanner

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Personal Intro

The paraplanner is highly engaged in initiating client contact and interfacing with clients through the implementation, service needs, and follow-up of associated work activity of each client meeting. Aaron serves the client to ensure an exceptional client experience is achieved.