Jason Siemens

I've spent nearly 15 years working with women, families, and small business owners who know there's something more they could be doing with their money—they just need help figuring out what that is. ‍ Think of me as your Personal CFO—someone who oversees your entire financial life so you can focus on living it. I’m uniquely qualified as a Certified Divorce Financial Advisor, mediator, businesswomen and mom. I understand complex family dynamics, the impact money can have on relationships. Whether you’re in a phase of life that’s good, bad or ugly, I know the importance of having a trusted confidant when navigating uncharted waters. ‍ Here's what I love: watching clients move from feeling overwhelmed to having a clear path forward. Seeing them ask deeper questions as we work together. Helping them pay less in taxes, efficiently fund their dreams, and leave a legacy that matters. Those outcomes don't happen by accident—they happen when we take the time to understand what really matters to you. ‍ I've played viola most of my life, and music taught me how to listen—really listen—and how every detail matters when you're building something meaningful. I bring that same attention and care to financial planning. Every client is different. Every situation deserves thought and intention. ‍ When I'm not working with clients, I'm performing with Des Moines ensembles, raising three boys with my husband Kyle in Urbandale.

Alexandre Ducharme is a CFA® charterholder and the sole advisor at Woodlands Capital Management, LLC, where he has worked since 2014. He has 10 years of industry experience. Woodlands Capital Management is an independent registered investment adviser serving a small client base, including high-net-worth individuals, with approximately $5.8 million in discretionary assets under management. The firm offers long-only and long/short equity strategies based on fundamental analysis, emphasizing risk control and client objectives, and employs a performance-based fee structure for its long/short strategy with qualified clients.

Joseph Hart is a CFP® and Series 65-licensed financial advisor with eight years of industry experience. He founded Hart Wealth Management in 2025 after seven years with West Financial Advisors, L.L.C. and nine years at RSM US LLP. Hart Wealth Management provides discretionary investment management, comprehensive financial planning, and investment-related tax planning to individuals, families, and businesses. The firm uses a long-term, multi-asset class approach with written investment policy statements and integrates tax-sensitive strategies such as tax-loss harvesting into its portfolio management.

Christina Lueders Ochanpaugh is a financial advisor at Kingdom Wealth Development, LLC with 19 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked with Cambridge Investment Research and Trinity Financial Group, where she also serves as an independent insurance agent. Kingdom Wealth Development provides financial planning and portfolio management services to individual and high-net-worth clients, focusing on written financial plans and ongoing portfolio oversight. The firm employs an asset-allocation framework primarily using mutual funds and offers both discretionary and non-discretionary management with regular portfolio reviews.

Michael Banasiak is a CFP® professional with 20 years of experience in financial advising. He is the sole advisor at Omni Wealth Management, where he has worked since 2020. Prior to that, he was with Iron Horse Wealth Management for three years and Legacy Financial Group, LLC for eleven years. Omni Wealth Management is an independent firm that provides fee-only financial planning and personalized investment management to individuals and institutional clients, including retirement plans, trusts, and charitable organizations. The firm manages discretionary, tailored portfolios through a mix of in-house advisers and outside portfolio managers, and it operates a wrap fee program designed to absorb transaction costs.

Michael Moller is the principal of DSM Financial L.L.C. in Urbandale, IA, with 38 years of industry experience. He holds Series 63 and Series 65 registrations and has worked in various capacities within the financial services industry since 1984. In addition to his advisory role, Moller maintains a life insurance practice focusing on term and whole life insurance. DSM Financial L.L.C. serves approximately 200 client relationships, including high-net-worth individuals, plan sponsors, and business entities. The firm offers financial planning, educational seminars, retirement-plan consulting, and refers clients to registered third-party investment managers, acting as a liaison and providing non-discretionary ERISA services for retirement plans.