Recipient of the 2025 Forbes Best-in-State Wealth Advisors Award

_{*2025 Forbes Best-In-State Wealth Advisors; Awarded April 2025; Data compiled by SHOOK Research LLC based on the time period from 6/30/23- 6/30/24 (Source: Forbes.com). See full list of winners https://www.forbes.com/lists/best-in-state-wealth-advisors View award disclosure: https://www.wellsfargoadvisors.com/disclosures/awards-disclosures.htm}

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 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 compliment our business can receive, and our business growth stretches 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, Isaiah and Erica, and my son-in-law Tyler, as financial advisors in the past few years has brought daily joy to my life. Each of them has 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.

As Senior Financial Advisor at Signature Private Wealth, Isaiah Mundell 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 earned the CERTIFIED FINANCIAL PLANNER® certification.

In her role as a Financial Advisor at Signature Private Wealth, Erica Johnson helps clients build financial wealth, save for retirement, and leave 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.

As a Financial Advisor at Signature Private Wealth Management, Tyler puts an emphasis on continuous client education to help them keep pace in a constantly changing industry. While the markets might change from day to day, something that will never change is Tyler’s commitment to his clients through whatever they may encounter on their life’s journey.

After beginning his career in financial services at Farmers State Bank, Tyler joined Signature Private Wealth to put his proficiencies in investment planning, asset allocation, saving for (and in) retirement, and employer-sponsored plans to their best use. His experiences at Spahn & Rose Lumber Co. as well as Umpiring for Minor League Baseball inform his personable, approachable style with a special emphasis on honesty & fairness. Tyler backs this all up with a BS in Business Administration and Finance.

A native of Jesup, IA, Tyler puts family first before everything else in his life. Outside of the office, he cherishes the good things - spending time with his beloved wife Erica and their families, a good NASCAR race, a solid roll at the lanes, or a sunny day on the links.

As the Operations Manager at Signature Private Wealth, clients know Jocelyn Green 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.

Jocelyn brings more than twenty years of communications experience, including professional writing, public speaking, marketing, public relations, and event planning.

Outside of work, Jocelyn enjoys reading, writing, gardening, museum-hopping, and spending time with her family. She and her husband have two teenagers.