Our Team

 

A person wearing a suit and tie looking at the cameraDescription automatically generatedJon Heim
Financial Advisor

Phone: 515.246.7178 | Email: Heim.Jon@principal.com | Fax: 866.469.9394

Growing up in a small town, Jon has deep ties to his community. In 2003 he graduated from Simpson College, majoring in Business Management with a specialization in Finance and Insurance, and immediately started his career with New England/Metlife.  After working many years in the industry and growing the practice he joined Principal® in 2018. 

Jon holds his FINRA Series 6, 7, 63, and 65 registrations, as well as, the CERTIFIED FINANCIAL PLANNER™ mark and Retirement Income Certified Professional TM (RICP®) designation from the American College. He is actively involved with the Iowa Optometric Association and the National Association of Insurance and Financial Advisors (NAIFA).  In 2014, Jon received the Four Under Forty Award recognized by NAIFA. It is awarded to financial professionals under 40 who excel in their field while also giving back to the industry and their community. He regularly holds and conducts education seminars in the Des Moines area for multiple residency programs and Des Moines University. His focus is on providing a financial plan customized to meet the needs and objectives for business owners and medical professionals.

Away from work Jon serves on the board of the Miracle Field at Kellan's Kingdom Board and is very active in volunteering at his kids' school. He and his wife, Michelle, reside in Carroll with their two children, Claire and Harrison, and their boxer, Charlie. 

 

Matt Banzhaf
Financial Advisor

Phone: 515.246.4080| Email: Banzhaf.Matt@principal.com | Fax: 866.469.9394

Born and raised in Iowa, Matt understands the values of the Midwest.  He carried these values with him to Grand View University in Des Moines, where he graduated from the College of Business and majored in Business Finance.  Matt joined the industry as an intern for Jon in 2009 and eventually as a financial professional after graduation from Grand View in 2010.

Upon joining the industry Matt focuses on working with medical professionals, business owners, and individuals through customized financial planning in 17 states. He holds his FINRA Series 6, 7, 63, and 65 registrations. Matt and Jon conduct educational seminars for various residency programs throughout the year.  Matt is involved in the Iowa Optometric Association, is a member of the National Association of Insurance and Financial Advisors (NAIFA), and serves on the Board of Directors for Project 52, Inc. and Link Associates.

Matt currently lives in Grimes with his wife, Sam, and their son, Jude. In his spare time, he enjoys golfing and staying active within the organizations he is a part of.

 

Jill Wieneke
Client Service Associate

Phone: 515.283.5248 | Email: Wieneke.Jill@principal.com | Fax: 866.469.9394

Jill has worked in the customer service industry for 10+ years, spending the majority of that time in retail management. She joined the team in the Spring of 2016 and is responsible for overseeing the day-to -day operations within the firm. Jill works closely with our insurance providers, fund companies, and home office to process varies requests. She is dedicated to creating a memorable customer experience by going above and beyond for all our clients. Jill holds her Series 6 securities registration, as well as her Life and Health Insurance license.

In her spare time, Jill enjoys spending time her boyfriend and their daughter Atley, family and friends, and cheering on the Cyclones. Go State!

 

Kathryn Ferguson
Client Service Associate

Phone: 515.246.4051 | Email: Ferguson.Kathryn@principal.com | Fax: 866.469.9394

Kathryn grew up Wisconsin and attended the University of Wisconsin-La Crosse school of business where she majored in Business Economics with a Finance emphasis. She had worked in the customer service industry for 10+ years until she moved to Iowa in 2016 to begin working in the finance industry.

In 2018, Kathryn joined the Heim/Banzhaf team where she manages the scheduling of meetings and events, servicing client's accounts, and working closely with insurance companies to create the ultimate customer service experience.   

Kathryn resides in West Des Moines with her husband, Cory, and their dog, Max. She enjoys spending her time outside, traveling to new places, and being around family and friends.