CWA Team

Team

As a Wealth Management Advisor for Clarity Wealth Advisors, I am committed to helping my clients whether they are concerned for their own financial needs or those of their family or business. I don't do it alone. Here you will find a listing of the people who help make it happen.

Together, we stand committed to providing the best customer service possible. If you have a problem or need assistance at any time, please let us know.


Andy Puhrmann

Andy Puhrmann, CLU®

Financial Advisor
Office 515-697-4672
 

 

 

Andy, Jeff’s business partner and Co-Founder of Clarity Wealth Advisors is a Wealth Management Advisor and Growth and Development Director. He began his career as an intern in 2011 and converted to a full-time contract in 2012.

“How you do anything is how you do everything.” This is the motto Andy learned growing up on the family’s century farm between Germantown and Paullina in the Northwest corner of Iowa—albeit his brothers would claim Andy, with some limiting asthma and allergies, wasn’t the “workhorse” of the crew. Opinions aside, the lessons of hard work, diligence, and doing your chores every day the right way are principles Andy brings to his advising practice.

Andy believes he was created to be an advisor with Northwestern Mutual. He gets out of bed everyday excited to spend time with hard-working, big-thinking clients, help them know what’s possible, and inspire their best futures out of them. He’s a 7 on the enneagram scale, so forgive him if your appointment finishes up early, and if small-talk takes up half of it. Also, have comfort in the fact his team at home and at the office keep him grounded and in his lane.

He loves to get in early, see clients of all ages during the day, and get home to spend time with his family. He met his wife, Bailey at Buena Vista University in Storm Lake—once a Beaver always a Beaver—and together they have 3 kids, daughters, Macyn and Saylor, and son, Camden.

 

 
 

 
Paul H Soener

Paul H Soener, CFP®, ChFC®

Advisor
Office 515-697-4665

Paul is an Advisor with Clarity Wealth Advisors. He has over 10 years of experience in financial planning and wealth management, many of which have been while working at Northwestern Mutual. In January 2021 Paul joined Clarity Wealth Advisors as a Lead Advisor, working alongside Wealth Management Advisors Jeff Byrn and Andy Puhrmann.

Paul earned a bachelor’s degree in Accounting from Luther College, and now holds Life & Health Insurance licences, FINRA Series 7 and 66 registrations, as well as the CFP® certification and CHFC® designation. Born and raised in Des Moines, Paul has built his practice on the midwestern values of hard work and genuine care for his clients’ well-being.

When he is not at the office, Paul is either playing golf at Wakonda or at home with his wife, Ivy, son Arthur, and their hairy dog, Nala. He spends his spare time watching sports or reading about wildlife, while wearing one of his collection of Air Jordans (but only inside, so they don’t get dirty).

As a Lead Advisor, Paul spends his time in client meetings, with specific expertise in:

  • Family Financial Planning
  • Personal Insurance Needs
  • Strategic Asset Management
  • Retirement Preparation and Distribution Planning

“What is your most used emoji?”

I only use emojis that auto-populate for typed words… because I don’t understand how to use modern technology.

“What famous person have you been compared to?”

Gene Wilder. And I’m fine with it. The guy is a legend.

“What is your #1 go-to karaoke song?”

California Love, by Tupac. Best song ever. I know every word

 
Kinzie Leinen

Kinzie Leinen

Director of Marketing
Office 515-697-4672

Kinzie, our Director of Marketing and Associate Financial Representative, joined Northwestern Mutual in May 2017 after graduating from Iowa State University with a bachelor’s degree in both Marketing and Management. She holds her Iowa Life and Health licenses. Kinzie currently resides in West Des Moines, Iowa with her husband, Ty. In her spare time, she enjoys spending time hiking, cooking, going to the lake, and reading.

As our Director of Marketing and as an Associate Financial Representative, Kinzie is focused on:

  • Managing client communications
  • Coordinating meetings/scheduling
  • Strategic marketing planning
  • Driving our social media strategy
  • Event planning

What movie can you watch over and over again?

Any of the Harry Potter movies. But if I had to choose one, I would choose Harry Potter and the Goblet of Fire!

If you could be on any game show, which would you choose?

Family Feud, I think I’d be pretty good and would get to participate with my family. Plus it would be fun to meet Steve Harvey!

What is your favorite dessert?

Jellybeans! I love the Starburst ones, and all the ones that come out during Easter.

 
Megan O'Neal

Megan O'Neal

Director of Operations
Office 515-697-4660

Megan, our Director of Operations and Associate Financial Representative began her career with Northwestern Mutual in 2011 right after graduating from Iowa State University. She holds her Iowa Life and Health licenses. She is originally from Keokuk a small town in the most SE corner of Iowa. Megan is married to her husband, Tristan and they have one daughter, Ainsley Mae and one son, Amos James.

As Director of Operations and as an Associate Financial Representative, Megan is focused on:

  • Being our Office Manager/HR
  • Overseeing day-to-day administrative and operational functions of business
  • Employee development-training/coaching

If you could compete in any Olympic sport, which would it be?

Beach volleyball. Sun, sand, and competition!

Favorite quote?

“Promise me you’ll always remember: You’re braver than you believe, stronger than you seem, and smarter than you think.”  Christopher Robin to Winnie the Pooh

What movie can you watch over and over again?

Sister Act

 
Luke Mengwasser

Luke Mengwasser, RICP®

Director of Investments and Planning
Office 515-697-4684

Luke, our Director of Investments & Planning and Associate Wealth Management Advisor, joined Northwestern Mutual in August 2018. He received his bachelor’s degree from the University of Northern Iowa. Luke also holds his Life and Health licences, his FINRA Series 6, 7 & 63 registrations, as well as the RICP® designation. Luke currently lives in Johnston, Iowa with his wife Ashley and son Matthew. He enjoys spending time with his family, friends and traveling.

As our Director of Investments & Planning and as an Associate Wealth Management Advisor Luke is focused on:

  • Asset Management
  • Tax-Strategies
  • Building Financial Plans
  • Regularly joining client meetings to bring expertise in planning solutions

If you could only pick three foods to eat for a month, which foods would you choose?

Nachos, Wings & Peanut Butter. (Not together!)

Spring, summer, fall or winter: What’s your favorite season and why?

Summer, because that is when time spent at the lake is most enjoyable.

If you could learn any skill, what would it be?

How to play the piano.

 

Angela Pfaltzgraff

Director of Insurance
Office 515-697-4600

Angela, our Director of Insurance and Associate Financial Representative began her career with Northwestern Mutual in October 2021. She holds her Iowa Life and Health Insurance license. Angela is originally from Waukee, and currently lives in West Des Moines. She graduated from the University of Iowa in 2015. Angela enjoys hanging out with friends and taking her rescue dog, Brody, on walks and new adventures.

As the Director of Insurance and as an Associate Financial Representative, Angela is focused on:

  • Insurance pre-applications
  • Insurance paperwork
  • Liaison to Home Office Insurance underwriting
  • Insurance servicing

If you could take a month to travel anywhere, where would you go?

I would travel all over Europe. Specifically, Italy for a majority of the time. It’s on my bucket list!

What is your favorite TV series for binge watching?

Greys Anatomy or Game of Thrones! I’ve seen both way too many times.

What’s your favorite time of day: morning, afternoon, evening or late night?

The morning! I’d rather start my day early. I also have a slight obsession with coffee.

 
Jennifer Kamp

Jennifer Kamp

Investment Operations Associate
Office 515-697-4600

Jennifer, our Investment Operations Associate and Associate Financial Representative has been with Northwestern Mutual since 2015 and joined our team in July 2019 after moving to Des Moines from Champaign, Illinois. She holds her Life, Health, Series 6 and 63 licenses. Jennifer currently resides in Johnston, Iowa with her husband Jim and their two sons, Jack and Peter.

As our Investment Operations Associate and Associate Financial Representative, Jennifer is focused on:

  • Maintaining and organizing our client database
  • Assisting clients with their investment servicing
  • investment paperwork and onboarding

If you could time travel, which period of time would you go back to visit?

As a history major in college, there are several periods in time I’d like to visit. However, the first would be during the American Civil War.

If you could have dinner with any famous person, who would it be?

I would love to be at a dinner party with Jon Stewart, Stephen Colbert, Trevor Noah, Ellen DeGeneres, and Sarah Silverman. I think I would be laughing through the entire meal!

 
Alex Grant Malliet

Alex Grant Malliet

Financial Planning Specialist
Office 515-292-1811

Alex, our Financial Planning Specialist and Associate Financial Representative joined Clarity Wealth Advisors in April 2022. He brings with him notable experience in financial planning and wealth management. He holds his Life and Health licenses, as well as his FINRA Series 6 and 63 registrations. Alex graduated from Iowa State University in 2016 with a bachelor’s degree in both finance and Political Science. He currently lives in West Des Moines with his wife Allison and their two dogs.

As our Financial Planning Specialist and Associate Financial Representative, Alex is focused on:

  • Preparing financial plans and investment audits
  • Case preparation for client meetings
  • Financial planning and insurance research

If you could only pick three foods to eat for a month, which foods would you choose?

Eggs, bacon, and toast. I could do breakfast food the rest of my life if I had to.

What’s the best vacation you have ever taken?

Hands down my one month backpacking trip through Europe after college. Myself, a backpack with 2 sets of clothes and 5 close friends visiting 7 different countries.

Which holiday is your favorite and why?

Thanksgiving. The holiday to me has one purpose, bringing people together to love and appreciate one another. Gifts aren’t expected, a party doesn’t need to be held, just family/friends spending a meal and a day together.

 
Clarity Wealth Advisors

Jeff Byrn, CLU®
Wealth Management Advisor


Clarity Wealth Advisors

 

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