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Team

Jared Weiss is the president and founder of Next Phase Financial, a boutique firm providing customized College Planning and Retirement strategies.  Honesty, transparency and trust are the foundation of Next Phase Financial.

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Matt brings over 20 years of industry experience. His passion for helping people and mastery of the Social Security claiming strategies truly set Matt apart. Matt also hold the designation of NSSA - National Social Security Advisor.

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Gene is an Investment Advisor Representative specializing in 401(k) Self Directed Brokerage Accounts. Many Iowa employers have this option for increased diversification with tactical and active management of their 401(k).

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Amanda Gymer

Director of Sales and Marketing

Becky Kelderman

Director of Operations

Mitchell Whitney

Vice President - Advisor