Private Wealth Asset Management

Russell Samples is a financial advisor at Private Wealth Asset Management with 11 years of industry experience. He holds the Series 63, Series 65, and Series 66 licenses and previously worked at Wells Fargo Bank from 2013 to 2021. Samples is also a licensed insurance agent, engaged in the sale of accident, health, life, and HMO insurance. Private Wealth Asset Management serves individuals, family offices, trusts, estates, philanthropic organizations, business entities, and retirement plans. The firm manages approximately $1.85 billion in discretionary assets and employs a multi-advisor team approach focused on strategic asset allocation, complemented by tactical adjustments based on market conditions.

David Arens is a financial advisor with Private Wealth Asset Management, holding Series 65 and Series 66 licenses and bringing 13 years of industry experience. His prior experience includes ten years at Wells Fargo Advisors LLC and 17 years at Wells Fargo Bank NA. Outside of finance, he serves on multiple early childhood education boards in Iowa, including the State Board for Early Childhood and Polk County Early Childhood Iowa, and is an appointee to the Governor's Early Childhood Taskforce. Private Wealth Asset Management serves individuals, family offices, trusts, estates, nonprofits, business entities, and retirement plans, managing approximately $1.85 billion in discretionary assets through a multi-advisor team. The firm emphasizes strategic asset allocation complemented by tactical adjustments and employs a blend of quantitative, fundamental, and economic analyses along with a core/satellite investment approach.

David Hillner is a CFA® charterholder with six years of industry experience. He is currently with Private Wealth Asset Management in San Antonio, TX, where he has worked since 2021. His prior experience includes roles at Wells Fargo Advisors, Wells Fargo Bank, Cetera Advisor Networks, and Aspect Wealth Management. Private Wealth Asset Management serves individuals, family offices, trusts, estates, nonprofits, business entities, and retirement plans. The firm manages approximately $1.85 billion in discretionary assets across a multi-advisor team, focusing on strategic asset allocation supported by quantitative, fundamental, technical, cyclical, and economic analysis.

Michael Leabo is a financial advisor at Private Wealth Asset Management with a Series 66 designation and four years of industry experience. His prior roles include positions at LPL Financial, IH Mississippi Valley Credit Union, and the Department of Veterans Affairs. Private Wealth Asset Management provides advisory services to individuals, family offices, trusts, estates, philanthropic organizations, business entities, and retirement plans. The firm manages approximately $1.85 billion in discretionary assets across a multi-advisor team, focusing on strategic asset allocation supported by quantitative, fundamental, technical, cyclical, and economic analysis.

Brett Halley is a CFA® charterholder and holds the Series 66 designation, with four years of industry experience. He has been with Private Wealth Asset Management since 2021 and previously worked at Wells Fargo Investments for 19 years. Private Wealth Asset Management serves individuals, family offices, trusts, estates, nonprofits, business entities, and retirement plans, managing approximately $1.85 billion in discretionary assets. The firm emphasizes strategic asset allocation supported by quantitative and fundamental analysis and offers a range of investment and wealth management services, including specialized offerings such as oil and gas holdings management and business transition planning.

David Tawil is a financial advisor at Private Wealth Asset Management with three years of industry experience. He holds a Series 65 designation and previously worked at Wells Fargo Bank, NA for 21 years. Private Wealth Asset Management serves a diverse client base including individuals, family offices, trusts, and nonprofit organizations, managing approximately $1.85 billion in discretionary assets. The firm employs a strategic asset allocation approach supported by quantitative and fundamental analysis, and offers specialized services such as oil and gas holdings management and business transition planning.

Deanna Connell is a financial advisor at Private Wealth Asset Management in Omaha, NE, holding Series 63 and Series 66 licenses with 31 years of industry experience. Her prior work includes positions at Wells Fargo Advisors LLC and Wells Fargo Clearing Services, LLC. Private Wealth Asset Management serves individuals, family offices, trusts, philanthropic organizations, business entities, and retirement plans, managing approximately $1.85 billion in discretionary assets. The firm emphasizes strategic asset allocation supported by a multi-advisor team and employs a variety of analytical approaches alongside specialized services such as oil and gas holdings management and business transition planning.

Tyler Schlumpf is a CFA® charterholder with 11 years of industry experience. He currently works at Private Wealth Asset Management and previously held roles at Wells Fargo Advisors, Wells Fargo Bank, and Carson Group Investing. Private Wealth Asset Management serves individuals, family offices, trusts, estates, philanthropic organizations, business entities, and retirement plans, managing approximately $1.85 billion in discretionary assets. The firm focuses on strategic asset allocation supported by quantitative, fundamental, and technical analysis, offering a range of investment and wealth management services alongside specialized solutions such as oil and gas holdings management and business transition planning.

Michelle Acton is a financial advisor at Private Wealth Asset Management with three years of industry experience. She holds a Series 65 designation and previously worked at Wells Fargo Bank, NA for 36 years. Private Wealth Asset Management serves individuals, family offices, trusts, estates, philanthropic organizations, business entities, and retirement plans. The firm manages approximately $1.85 billion in discretionary assets using a strategic asset allocation approach supported by quantitative, fundamental, and technical analysis, and offers specialized services including oil and gas holdings management, real estate asset management, and business transition planning.

Heather Vestweber is a financial advisor at Private Wealth Asset Management with 24 years of industry experience. She holds a Series 66 designation and previously worked at Wells Fargo Clearing Services, LLC, and Wells Fargo Advisors LLC. In addition to her advisory role, she is a licensed insurance agent involved in the sales of accident, health, and life insurance. Private Wealth Asset Management serves individuals, family offices, trusts, estates, philanthropic organizations, business entities, and retirement plans. The firm manages approximately $1.85 billion in discretionary assets, focusing on strategic asset allocation supported by quantitative, fundamental, and technical analysis within a multi-advisor team structure.

Jeffrey Steiner is a financial advisor at Private Wealth Asset Management in St. Louis, MO, holding a Series 65 designation with two years of industry experience. He previously worked at US Bank for eleven years before joining his current firm. Private Wealth Asset Management serves individuals, family offices, trusts, estates, philanthropic organizations, business entities, and retirement plans. The firm manages approximately $1.85 billion in discretionary assets, focusing on strategic asset allocation combined with tactical adjustments, and offers a range of investment and wealth management services alongside specialized offerings such as oil and gas royalty management and business transition planning.

Bryan Jarman is a CFA® charterholder with six years of industry experience, currently serving as a financial advisor at Private Wealth Asset Management since 2022. His prior experience includes nine years at Wells Fargo Bank and one year at Wells Fargo Clearing Services. Outside of his advisory role, he is a partner in an oil and gas mineral interests investment group and operates a short-term rental property. Private Wealth Asset Management provides advisory services to individuals, family offices, trusts, estates, and nonprofit organizations, offering both discretionary and non-discretionary investment management. The firm manages approximately $1.85 billion in assets and employs a strategic asset allocation approach supplemented by tactical adjustments, combining quantitative, fundamental, and technical analyses.

David Holtorf is a financial advisor at Private Wealth Asset Management with 21 years of industry experience. He holds a Series 66 credential and has previously worked at Wells Fargo Advisors and Wells Fargo Clearing Services. Holtorf is also a licensed insurance agent, selling sickness, accident, health insurance, life, and annuities. Private Wealth Asset Management serves individuals, family offices, trusts, estates, philanthropic organizations, business entities, and retirement plans. The firm manages approximately $1.85 billion in discretionary assets using a multi-advisor team approach, emphasizing strategic asset allocation supported by quantitative, fundamental, and technical analysis.

Gayle Fincher is a financial advisor at Private Wealth Asset Management with a Series 65 credential and two years of industry experience. Prior to joining Private Wealth Asset Management in 2022, Fincher worked for Wells Fargo Bank, NA for 31 years. Private Wealth Asset Management provides advisory services to individuals, family offices, trusts, estates, philanthropic and non-profit organizations, business entities, and retirement plans. The firm manages approximately $1.85 billion in discretionary assets, emphasizing strategic asset allocation supported by quantitative, fundamental, and technical analysis, alongside offering specialized services such as oil and gas holdings management and business transition planning.

Hayden Passmore is a financial advisor at Private Wealth Asset Management in Cedar Rapids, IA, holding a Series 65 designation with approximately five years of industry experience. His prior roles include positions at BMO and Farmer State Bank. Private Wealth Asset Management serves individuals, family offices, trusts, estates, and business entities by providing discretionary and non-discretionary investment management, wealth management, and third-party advisor selection. The firm employs a strategic asset allocation approach based on Modern Portfolio Theory combined with tactical adjustments, and offers specialized services through partner relationships including oil and gas holdings and real estate asset management.