Broker Check

Your Team of Professionals

Justin Ryan, CFP­®, CRPS®, CEPA

Financial Advisor

With over two decades of experience in the financial industry, Justin has developed a broad expertise in tax planning, estate planning, financial planning, and investment strategies. His client base includes entrepreneurs, businesses, and high-net-worth families. Justin is known for his thoughtful approach, often asking the tough questions that guide his team toward the best solutions for each family's or business's unique needs.

Justin received his BA in Economics from the University of Iowa and has obtained his CFP designation. Additionally, he holds the Series 6, 63, 65 and 7 securities registrations.

Justin and his wife, Amy, reside just outside Iowa City with their son, Everett.

Tyler Jacobs, CPA

Financial Advisor

Tyler is a Financial Advisor with a background that blends tax, accounting, and comprehensive financial planning. Prior to transitioning into wealth management, he spent four years in the accounting and tax industry, where he developed a strong foundation in tax strategy and financial analysis. Over the past three years, Tyler has applied that experience to help business owners and high-net-worth individuals and families make informed financial decisions aligned with their long-term goals.

Tyler focuses on integrating investment management, tax planning, and overall financial strategy into a cohesive plan. His approach is detail-oriented and analytical, with an emphasis on identifying opportunities and addressing complexities that can impact a client’s financial picture—particularly for clients with more complex financial structures.

He graduated from Mount Mercy University with a degree in Accounting and Finance. Tyler is a CPA and CFP® professional and holds the Series 7 and 66 securities licenses.

Tyler lives in Cedar Rapids with his wife, Kelsey, and their two children.

Kyle Sleep, FPQP®, EA

Financial Associate

Kyle joined Hawkeye Financial Group in 2017. In his current role as Investment Advisor Representative, he focuses on the preparation of client meeting agendas, assists in resolving inquiries, and follows up on post-meeting tasks. Outside the office, he enjoys trying new restaurants and cheering on the Iowa Hawkeyes.

Trisha Wray

Executive Assistant

Trisha joined Hawkeye Financial Group in 2014. She serves as Executive Assistant to Financial Advisor, Justin Ryan. Outside the office, Trisha enjoys time with family, interior design and photography. She is an animal lover, a sun chaser, and a health enthusiast.

Jared Sutton, CFP®, CFA

Financial Advisor

Jared is an Investment Advisor Representative of Cambridge Investment Research Advisors, Inc. Jared focuses on estate planning, tax strategies and investment planning. Jared has extensive experience in data analytics and research, portfolio construction and management, asset allocation and investment selection. He founded and later sold an internet service provider and has worked as a business/field analyst and derivatives broker. Jared's experience in data anyltics and research has enhanced the technology intensive elements of financial, estate, tax strategies and investment planning. Jared has an MBA from the University of Iowa.

Jim Wessels, CPA, CFA, PFS

Financial Advisor

Jim is an Investment Advisor Representative of Cambridge Investment Advisors, Inc. and has more than a decade of active money management experience. He provides daily insights on the markets to help investors find practical applications. As a former investment analyst, Jim covered several industries, including financial services, outsourcing, health care, energy and utility companies. Jim has experience in designing retirement programs and he consults on all types of employer-sponsored plans. He's built a diverse background in pension, tax planning, estate planning strategies, financial planning and investments.

Arild Holm, CFA

Chief Investment Officer

Arild brings three decades of extensive national and international experience as a financial analyst, researcher and portfolio manager to our investment committee. Arild adds significant depth to our investment philosophy and process for the benefit of clients.

Eric Johnson, JD, CPA, CLU®, ChFC®

Director of Advanced Case Design

Eric serves as a subject matter expert on topics related to life insurance, qualified and non-qualified retirement plans and tax planning. He spent eleven years as the director of advanced markets at a large financial services company, focusing on case design and implementation of life insurance and annuity solutions. Eric also has twelve years of experience with two CPA firms where he designed and administered qualified and non-qualified defered compensation plans. He also served as a trust officer at a major bank. Eric has a BBA in Finance and Economics from the University of Iowa.

Matt Boehnke, CFP®

Director of Financial Planning

Matt works closely with the advisors and clients of Hawkeye Finanial Group in the developement, analysis and implementation of financial plans. He also serves a s a registered principal supervising those representatives affiliated with the broker-dealer. Matt began his career in the financial servises industry in 2002 with a global financial services company and broker-dealer as a registered representative. Matt hs a bachelor's Degree from the Univerity of Iowa.

Morgan Hackett

Controller

Morgan oversees the firm’s operational accounting, production and analysis of financial reports. She is also responsible for developing the annual budget and preparing financial forecasts to help ensure the fiscal welfare of the firm. Prior to joining the firm, Morgan worked as an Accounting and Special Projects Manager at a large law firm in Des Moines.

Rob Edwards, CPFA

Retirement Plans Relationship ManagerĀ 

Rob is a registered representative and principal with over 25 years experience working with employer-sponsored retirement plans. He consults and assists plan fiduciaries with all aspects of retirement plan design and ongoing plan management. Rob is passionate abut helping employers optimize their retirement plan benefits to drive desired business and participant outcomes.

Sean Phillips, CFA

Solutions Architect

Sean works as a Financial Anaylst with responsibilities primarily consisting of portfolio construction and trading. His prior job was at a financial services firm where he worked as a customer relationship manager on behalf of a small team of financial advisors. Sean graduated from Drake University with a Bachelor's Degree in Finance and Accounting.

Wendy Lilly, CPFA

Senior Retirement Plans Service Associate

As a Retirement Plan Service Associate, Wendy facilitates the review of plan information for clients and advisors, coordinates service provider proposals, and assists in the resolution of inquiries. Wendy has held various prior roles in the financial services industry. She is a University of Iowa graduate.

*Part of Financial Integrators

Andrew Jensen

Insurance Consultant

Andrew is our Insurance Consultant. As a licensed insurance representative, Andrew works closely with clients to identify and evaluate the most appropriate fixed income products and safe money solutions based on the individual situation. Adrew prepares quotes and illustrations and collects information needed to complete and process applications. He stays abreast of product updates as well as changes to insurance industry laws, rules and regulations. Andrew earned a BA in Business with an emphasis is Marketing and Finance from Upper Iowa University.