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, Private Wealth Advisor serving the Cedar Falls, IA area - Ameriprise Advisors

Aaron D Sannes

CFP®, ChFC®

Private Wealth Advisor

Managing Partner of Discerning Wealth
Learn more about Aaron D Sannes
Joshua Katcher, Financial Advisor serving the Cedar Falls, IA area - Ameriprise Advisors

Joshua Katcher

CFP®, APMA®

Financial Advisor

Managing Partner of Discerning Wealth
Learn more about Joshua Katcher
Jordan Alborn, Financial Advisor serving the Cedar Falls, IA area - Ameriprise Advisors

Jordan Alborn

CFP®

Financial Advisor

Learn more about Jordan Alborn
Matthew Halverson, Associate Financial Advisor serving the Cedar Falls, IA area - Ameriprise Advisors

Matthew Halverson

APMA®

Associate Financial Advisor

Learn more about Matthew Halverson

Our team

Shanna Sperfslage

Shanna Sperfslage

Operations Director,

Chief Operating Officer

Personal Intro

Shanna’s role is crucial in facilitating smooth function of the overall day-to-day business operation, always in an effort to cultivate a proactive, goal-oriented and values-driven team. She leads the development of workflow efficiencies and effective processes in the back office to support the Integrated Team Approach.

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Kristi McCarty

Kristi McCarty

Client Service Coordinator

Personal Intro

Kristi plays a critical role in supporting the internal and external communication for the practice. Her role is to ensure our clients, vendors, and community members receive an excellent experience every time they initiate contact with our practice. Kristi also engages with each employee to support the human resources needs of the team.

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Christine Roberts

Christine Roberts

Client Service Specialist

Personal Intro

Chris’s role is important in the establishment of a positive client experience every time a client comes into the office. Chris is usually the first person to interface with clients; she reflects the high standards of our practice, establishing an atmosphere of professionalism, friendliness and an exceptional client experience.

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Sara Holven

Sara Holven

Operations Specialist

Roles & Responsibilities

  • Sara's role is to provide administrative and operational support to the day-to-day business functions of the Back Office. She maintains an important function to review, research and report scheduling
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Aaron Teare

Aaron Teare

Paraplanner

Personal Intro

Aaron 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.

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Dena Kenaga

Dena Kenaga

Paraplanner

Personal Intro

Dena, as a 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. Dena serves the client to ensure an exceptional client experience is achieved.

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Mandi Martin

Mandi Martin

Client Service Specialist

Personal Intro

Mandi, as a Client Service Specialist, plays a critical role in helping to coordinate client service activities with a focus on delivering the ultimate client experience. The CSS will engage in these activities on a daily basis with a specific emphasis on how to best serve clients. This role necessitates exceptional follow up skills and highly effective social skills.

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Danielle Vance

Danielle Vance

Marketing Specialist

Personal Intro

Danielle, as the Marketing Specialist, will assist in the execution of effective marketing strategies and messaging to communicate Discerning Wealth's distinctive value proposition and unique financial planning process to prospects and clients. This role serves as a first point of contact with prospects to guide them through the financial planning process and initiate connection to our integrated team.

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