Our Associates

As Founder & Senior Financial Advisor at Signature Private Wealth Management, I believe that it is essential that I invest my time to better understand your individual goals and needs before you invest your money with our team. I am a student of the economy and the markets and spend many hours reading, listening and understanding what is happening so that I can provide the very best experience for you and your family.

We/I believe our unique approach in educating our clients is well received and enhances our clients’ understanding of the personalized strategy which we help them choose. I have taken pride in the way our business grows which is primarily from the referrals of friends and family. These referrals are the greatest complement our business can receive, and our business growth stretches in to several generations. We serve brothers, sisters, children, grandchildren and even great grandchildren of our original clientele.

My team’s attention to detail is critical to our clients’ success and is matched by the empathy and genuine interest we have in each one of our relationships. I have been blessed to work alongside this team in our quest to give great service. You will not find a sterile, steely environment here, but one of interest and friendship as we work together to craft a plan that best suits you and your family.

The addition of my two children, Erica and Isaiah, as financial advisors in the past few years has brought daily joy to my life. Each of them have a passion for the industry and exhibit strengths that add to the successful dynamic of our office. They inspire me and will be my successors.

The sum of the parts of the team we have in place is worth more than we are individually. We look forward to serving you and your families for years to come.

In her role as a Financial Advisor at Signature Private Wealth, Erica Mundell helps clients build financial wealth for short-term goals, saving for retirement, or leaving a legacy for family. Erica takes the mystery out of investing by truly educating clients about every decision they make together.

Erica draws on her specializations helping her clients define their goals and plan for retirement. She implements employer-sponsored retirement plans, Long-Term Care and Life Insurance, and 529 education plans. Her style is specialized, as she infuses both critical thinking and warmth into every interaction she has with clients.

As Bob and Brenda’s firstborn, Erica is part of the next generation to work at Signature Private Wealth Management. She graduated from the University of Iowa with a degree in Marketing and spent time in Denver, Colorado before making her way back to Iowa.

Isaiah Mundell knows – the devil is in the details. As Financial Advisor at Signature Private Wealth, he utilizes a personalized approach in his efforts to help lead people down the path to a successful retirement. With specialties in asset allocation, life insurance, long term care, and crafting retirement plans, Isaiah represents working with the next generation at Signature Private Wealth Management.

After building his career with Principal Financial Group, Franklin Templeton, USAA Investment Management Company and Robinhood, Isaiah came home to Signature Private Wealth to not only join the family business, but seek a more personalized experience for his clients. A lifelong learner, he has a Bachelors degree in Finance from Iowa State University and has completed the first test of the Chartered Financial Analyst (CFA) program.

As Administrative Manager at Signature Private Wealth, Brenda Mundell is integral to building generational client relationships. She has a critical role in the overall operational success of the practice by developing a deeper, more meaningful connection with clients while ensuring their needs are being met with satisfaction.

Clients recognize Brenda because she was part of the team that opened the doors at Signature Private Wealth Management in 2016. She is responsible for office functionality and bookkeeping, as well as planning & executing Signature’s events and seminars.

Outside of the office, Brenda enjoys traveling and DIY projects.

As the Operations Manager at Signature Private Wealth, clients know Melissa Wells as the friendly face who keeps everything running smoothly for them on a day-to-day basis. They know they can call or e-mail her about anything, because she is always there to help in any way that is needed.

Melissa draws on over 15 years’ experience in the operations side of the insurance and financial services industries to exceed standards of good customer service. Prior to that, she was also in the education industry.

Outside of work, Melissa enjoys gardening, volunteering, and spending time with her family. She has a daughter named Ayda and a dog named Rocky, with whom she loves spending her free time!

Cindy Wells is one of the foundational members at Signature Private Wealth (SPWM). As operations manager, she helped take SPWM from humble beginnings to the multi-generational practice we are today.

While she now is enjoying a well-earned retirement, clients & friends of the practice will recognize Cindy’s touch on special projects and see her friendly face at events. As SPWM is a practice focused on legacy, it is fitting that Cindy’s daughter Melissa has taken the reigns of her previous responsibilities.

Cindy is thoroughly enjoying her retirement and living it to the fullest. Community members will see her volunteering at places like the Waterloo Public Library, the Cedar Valley Arboretum, the YWCA of Black Hawk County, the Family & Children's Council, the Waterloo Center for the Arts, and the Iowa & Kansas Barbeque Society! She also enjoys traveling, and LOVES having ‘fundays’ with her granddaughter, Ayda!