Shawn joined iWealth in 2012 as Vice President with a focus on project management and process improvement.  His role in the office is to continue to develop our systems and procedures and ensure completion of client focused projects.  Simply put, his job is to make sure that every single item you expect from us is […]

Patty joined iWealth in January 2019 as a Client Services Assistant.  Some of her duties include preparing documents for client meetings, updating client files, and assisting with client events. Patty recently retired from the Federal Government as a Human Resource Manager.  She resides in Waseca, with her husband Ron, and their three children.​

Deb joined iWealth in 2017 and is one of our Client Services Assistants. Some of her duties include processing account service requests, assisting with paperwork for clients and prospective clients and updating client files with new and revised information. She is a graduate of DeVRY University with a BS in Computer Science for Business. Deb […]

Monica joined iWealth in spring 2012 and is one of our Client Service Assistants. Some of her duties include scheduling appointments, appointment reminder and confirmation calls, directing clients to the appropriate staff member to assist with their concerns or needs, assisting with client events and workshops, mailing correspondence to client events, and iLife Planning Guide […]

Johnathon “JP” Eykyn joined iWealth in May of 2021 as a Client Services Assistant. He attended Waseca High School and then went on to graduate from Gustavus Adolphus College in 2021 with a degree in Financial Economics. He is currently studying to obtain his securities licenses. JP is a Waseca, MN native. Some of his […]