Andy Puhrmann

Paul is an Advisor with over 10 years of experience in financial planning and wealth management. Paul joined CWA in January 2021. He earned a bachelor’s degree in Accounting from Luther College, and holds Life & Health license, Series 7 and 66 registrations. He is a CFP® professional and CHFC®. Paul is married to Ivy and they have 2 sons, Arthur & Ernest. In his spare time, he enjoys playing golf, watching sports, or reading about wildlife. 

Paul spends his time in client meetings, with specific expertise in:

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

What is your favorite book and why? 

I have to pick ONE??? But my wife and I have an entire library! Invisible Man by Ralph Ellison, which was the capstone project for my English Degree. 

Describe a perfect day: 

Read and watch the sunrise. Golf. Nap. Play at the poll with my boys. Cook. Host friends for dinner. Bonfire on the beach. 

Megan started her journey at Northwestern Mutual two days after graduating from Iowa State- Go Cyclones- and has worn many hats. She holds her Life and Health Insurance License. Megan grew up in a small town in southeast Iowa, Keokuk. When Megan is not at work, she is with her husband Tristan and their kids Ainsley and Amos. 

As Director of Operations, Megan focuses on: 

• Office Manager/HR
• Oversees Day-to-Day Functions of CWA
• Employee Development
• Vision Integrator 

If you were a pie, what kind of pie would you be?

Cherry. It is my favorite and I eat it every year on my birthday. 

If you could have lunch with anyone dead or alive, who would you choose and why?

Alive: Aaron Rodgers- he is so interesting!

Dead: Abe Lincoln- I'd love to listen to the stories he has 

Luke, our Associate Wealth Management Advisor and  Director of Planning & Investments, joined Northwestern Mutual in August 2017. He received his bachelor’s degree from the University of Northern Iowa. Luke also holds his Life & Health license, Series 6, 7 & 63 registrations, as well as the RICP® designation. Luke currently lives in Johnston, Iowa with his wife Ashley, son Matthew, and daughter Macie. He enjoys spending time with his family, friends and traveling.

As our Associate Wealth Managment Advisor and Director of Planning & Investments, Luke is focused on:

• Family Financial Planning 
• Strategic Asset Management 
• Retirment Preparation and Distribution Planning 
• Oversees Planning & Investment Departments of CWA 

If you could time travel, would you go to the future or the past? 

I would go to the past, so I could spend more time with my grandpa Phil.

Favorite TV show? 

Friends. I could watch it over and over again and it would never get old! 

Angela, our Director of Insurance 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. She loves playing outside with her rescue dog Brody, then snuggling up to watch Game of Thrones. 

As our Director of Insurance, Angela is focused on:

• Insurance Pre-Applications
• Insurance Paperwork
• Liaison to Home Office Insurance Underwriting
• Insurance Servicing

What is your favorite food and why? 

Sushi! There are so many different types and flavors!

What superpower would you want and why? 

Teleportation. I would love to be able to travel anywhere in the world at any time. 

Matthew started with Northwestern Mutual as an intern in June of 2021. He went full-time in January of 2023 and an Associate Financial Representative until joining the Clarity Wealth Advisors' team in October of 2023. He holds his Series 6, 7 & 63 and SIE registrations. Matthew grew up in Bondurant, IA and whenever he isn't working, he likes to play with his dog, Menace. 

As our Investment Operations Associate, Matthew focuses on: 

• Investment Client Onboarding
• Investment Servicing 
• Asset Management 

If you won the lottery, what is the first thing you would buy? 

A house with a built-in sports complex. 

What superpower would you want and why? 

Immortality, so I could watch my grandkids' grandkids grow up and be able to help lots of people over time.. 

Grace joined the Clarity Wealth Advisors team in October of 2023. She is originally from Sioux City, IA. Grace graduated from Minnesota State University, Mankato with her degree in Communication Studies. After work Grace is usually at home reading a book. 

As our Strategic Development & Marketing Associate, Grace focuses on: 

• Managing Client Communications
• Coordinating Schedules & Meetings
• Marketing & Social Media 

What is your favorite food and why? 

Potatoes. Any form. Any kind. 

What superpower would you want and why? 

Controlling the elements. So, my coffee is always hot, and my flowers are always fresh. 

Jaden joined the Clarity Wealth Advisors team in August of 2024. She was born & raised in Johnston, IA. Jaden graduated from University of Iowa in 2024 with a degree in Communications. 

As our Client Experience Manager, Jaden focuses on: 

• Being the liaison between the team and our clients.
• Capturing the essence of our client’s financial picture.
• Managing the implementation of our client’s vision, whether big or small.