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Our Team
We surround clients with collaborative problem solvers. We put the needs of our clients the team, and our community above our individual desires.
Introducing the local team, as well our strategic partners who provide a tremendous amount of support and experience in Des Moines, Iowa. We’re the ones that make Refined Wealth Solutions different.
Ashley Rogers
Financial Advisor
Alyssa Hills
Insurance Solutions Specialist
Allison Doran
Insurance Solutions Specialist
James Wessels, CPA/PFS, CFA
Investment Committee
Matt Boehnke, CFP
Director of Financial Planning
Eric E. Johnson,JD, CPA, CLU, CHFC
Director of Advanced Case Design
Andrew Jensen
Insurance Consultant
Rob Edwards
Retirement Plans Relationship Manager
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