Get to know our dedicated team

We are committed to helping our clients whether they are concerned for their own financial needs or those of their family or business. If you need to schedule an appointment, request service, or have a question about a policy or account, please don't hesitate to contact us.

Photo of Wealth Management Advisor and Co-Founder Andy Puhrmann

Andy Puhrmann

CLU®

Wealth Management Advisor and Co-Founder

“How you do anything is how you do everything.” This is the motto I learned growing up on my family’s century farm in Paullina, IA. Albeit my brothers would claim me, with some limiting asthma and allergies, I 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 I bring to my advising practice.

I believe I was created to be an advisor. I get 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.

I'm a 7 on the enneagram, so forgive me if your appointment finishes up early, and if small-talk takes up half of it. Also, have comfort in the fact my team at home and at the office keep me grounded and in my lane.

I met my wife, Bailey at Buena Vista University in Storm Lake—once a Beaver always a Beaver—and together we have 3 kids. 2 daughters, Macyn and Saylor, and 1 son, Camden.

Photo of Managing Partner Jeff Byrn

Jeff Byrn

CLU®

Managing Partner

Jeff has been with Northwestern Mutual since 2005, where he started as a Financial Representative Intern while attending Iowa State University and obtaining his degree in Finance. As a Wealth Management Advisor, Jeff's practice is primarily focused on helping clients who are age 50+ on building a retirement income strategy and leaving a lifelong legacy.  He also works with clients in the accumulation phase on using older clients perspective to make earlier sound decisions around their financial planning and overall wealth management strategies.  As a District Director, he's responsible for the training, oversight, and growth of the offices in Central Iowa.

 

Jeff is originally from a small farm town of about 2,500 in west-central Illinois. He and his wife Emily live in Urbandale with their two daughters Kamryn and Elysen and son Brasen. In his free time, he enjoys attending Iowa State sporting events such as football and basketball as well as playing golf.

 

Photo of Associate Wealth Management Advisor Paul H Soener

Paul H Soener

CFP®, ChFC®

Associate Wealth Management Advisor

Paul is an Advisor with over 10 years of experience in financial planning and wealth management, many of which with Northwestern Mutual. Paul joined CWA in January 2021. Paul earned a bachelor’s degree in Accounting from Luther College, and now holds Life & Health, Series 7 and 66 licenses, as well as the CFP® and CHFC® designations. 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 and Distribution Planning

“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, I’m fine with it. He is a legend.

 

“Go-to karaoke song?”

California Love-Tupac. I know every word

 

Photo of Director of Operations Megan O'Neal

Megan O'Neal

Director of Operations

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

Photo of Director of Investments and Planning Luke Mengwasser

Luke Mengwasser

RICP®, CLU®

Director of Investments and Planning

Luke, our Director of Investments & Planning and Associate Wealth Management Advisor, joined Northwestern Mutual in August 2017. He received his bachelor’s degree from the University of Northern Iowa. Luke also holds his Life, Health, Series 6, 7 & 63 Licenses, 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 Director of Investments & Planning, 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?

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.

Photo of Director of Insurance Angela Pfaltzgraff

Angela Pfaltzgraff

Director of Insurance

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. Angela enjoys hanging out with friends and taking her rescue dog, Brody, on new adventures.

As our Director of Insurance, Angela is focused on:

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

If you could 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.

Favorite time of day: morning, afternoon, evening or late night?

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

Nationwide Partners

Through Northwestern Mutual, I have access to a Network of Specialists. We help each other, share ideas and common values, and leverage each other's talents to help you achieve your personal dream of financial security.

Photo of Financial Representative Gunnar Cyrus Davis

Gunnar Cyrus Davis

Financial Representative

Photo of Financial Advisor Lyle David Fini

Lyle David Fini

Financial Advisor

Photo of Investment Operations Matthew David Yeager

Matthew David Yeager

Investment Operations