Get to know the Clarity Wealth Advisors Team

Clarity Wealth Advisors is 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 Partner Paul H Soener

Paul H Soener

CFP®, ChFC®

Partner

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

 

Photo of Director of Operations Megan O'Neal

Megan O'Neal

Director of Operations

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, you can find her spending time with her husband Tristan, and chasing their 3 kiddos around (Ainsley, Amos, and Atlas). 

As Director of Operations, Megan focuses on: 

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

 

Photo of Director of Investments and Planning Luke Mengwasser

Luke Mengwasser

RICP®, CLU®

Director of Investments and Planning

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 

 

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. 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

 

Photo of Investment Operations Matthew David Yeager

Matthew David Yeager

Investment Operations

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 

 

Photo of Marketing and Client Relations Specialist Grace McLoud

Grace McLoud

Marketing and Client Relations Specialist

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 

 

Photo of Client Experience Manager Jaden Studer

Jaden Studer

Client Experience Manager

Jaden joined the Clarity Wealth Advisors team in August of 2024. She holds her Iowa Life and Health Insurance license. 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.
Photo of Financial Planning Analyst Drew Beazley

Drew Beazley

M.S.

Financial Planning Analyst

Drew joined the Clarity Wealth Advisors team in May of 2025. He holds his CFP ® designation, Series 7, Series 63, SIE registration. Drew was raised in Johnston, IA and graduated from South Dakota State University with a degree in Business Economics (2022) and a master's degree in Family Financial Planning (2023). 

As our Financial Planning Analyst, Drew focuses on: 

  • Preparing Financial Plans
  • Case Preparation for Client Meetings