Jill Wieneke

Operations Manager

I’ve been working with Matt, Jon and their clients for more than 5 years and am responsible for overseeing the day-to-date operations within the firm. I have more than 10+ years of customer service experience and am dedicated to creating a meaningful customer experience for all our clients. I work closely with our insurance providers, fund companies, and home office staff to streamline client needs and requests.

I hold my Series 6 securities registration as well as my Life and Health Insurance license.

In my spare time, I enjoy spending time with my husband and our daughter, Atley, family and friends. I also enjoy cheering on the Cyclones. Go state!

Phone 515-283-5248
Fax 515.246.4076