Let's move forward. Together.

Alpha Wealth Consulting Group

Where are you today and where do you want to be tomorrow? We recognize that a lasting relationship starts by listening and understanding your priorities and concerns. We'll work together to look at the big picture, discuss your vision for the future and help you confidently pursue your life goals.

Four people meeting in glass office

Pursuing your goals together

Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.

  • James Oplt, Jymm Oplt, Jim Oplt

    James Oplt

    Senior Vice President–Wealth Management

    Financial Advisor

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    • AK
    • AL
    • AR
    • AZ
    • CA
    • CO
    • CT
    • DC
    • DE
    • FL
    • GA
    • HI
    • IA
    • ID
    • IL
    • IN
    • KS
    • LA
    • MD
    • MI
    • MN
    • MO
    • NC
    • NE
    • NV
    • NY
    • OH
    • OK
    • OR
    • PA
    • RI
    • SC
    • SD
    • TN
    • TX
    • UT
    • WA
    • WI

    Baby Boomer
    Started his investment career in 1976


    Jymm is a highly sought-after expert when it comes to investments and market knowledge. He focuses on retirement income, helping develop strategies to minimize risks and maximize withdrawals. With more than 40 years in the industry, he offers extensive investment market experience and applies a process emphasizing long-term investment strategies. Jymm is a recognized industry leader who has been appointed to the firm’s prestigious Regional Advisory Council and The Winners Circle, which comprises top-ranked advisors regionally.

    A Chicago native, Jymm graduated from Simpson College in 1972. He served on the Simpson Board of Trustees for 27 years. Jymm and his wife, Kathy, live in Clive. They have three grown children and enjoy spending time with their seven grandchildren.

          1075 Jordan Creek Pkwy
          Suite 100
          West Des Moines, IA 50266
        • James Spooner, Jim Spooner

          James Spooner

          Senior Vice President–Wealth Management

          Financial Advisor

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          • AK
          • AL
          • AR
          • AZ
          • CA
          • CO
          • CT
          • DC
          • DE
          • FL
          • GA
          • HI
          • IA
          • ID
          • IL
          • IN
          • KS
          • LA
          • MD
          • MI
          • MN
          • MO
          • NC
          • NE
          • NV
          • NY
          • OH
          • OK
          • OR
          • PA
          • RI
          • SC
          • SD
          • TN
          • TX
          • UT
          • WA
          • WI

          Trailing-Edge Boomer
          Started his investment career in 1986


          Like many others at his life stage, Jim understands the many pressures of aging parents and kids preparing for college. Jim specializes in family wealth and financial planning. He helps clients take a look at the big picture, then boils it down into a game plan to help them reach their financial goals. Jim is dedicated to serving the specialized needs of investors and their families to ensure the highest level of attention and responsiveness. Jim’s work with clients earned him the distinction of Barron’s Top 1,000 Financial Advisors in the US.
          Jim’s expertise overflows into the Retirement Plan arena. He actively works with employers to find creative plan designs and education strategies, and spends a lot of time with participants of these plans to educate and help them understand the benefits of saving in retirement plans.

          Jim grew up in Storm Lake, Iowa and graduated from Simpson College in 1982. He stays very active in the community having served as chair of The Des Moines Public School Foundation, Children and Family Services of Iowa, Big Brothers/Big Sisters, among others. He and his wife live in Des Moines and have one grown son.

          • Barron's Top 1,000 Financial Advisors, 2012, 2013
          • Barron's Top 1,200 Financial Advisors, 2014, 2015
          • Financial Times 401 Top Retirement Advisors, 2017
          • Forbes Best-in-State Wealth Advisors , 2020, 2021
              1075 Jordan Creek Pkwy
              Suite 100
              West Des Moines, IA 50266
            • Trevor Shaner

              Trevor Shaner

              Managing Director–Wealth Management

              Financial Advisor

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              • AK
              • AL
              • AR
              • AZ
              • CA
              • CO
              • CT
              • DC
              • DE
              • FL
              • GA
              • HI
              • IA
              • ID
              • IL
              • IN
              • KS
              • LA
              • MA
              • MD
              • MI
              • MN
              • MO
              • NC
              • NE
              • NV
              • NY
              • OH
              • OK
              • OR
              • PA
              • RI
              • SC
              • SD
              • TN
              • TX
              • UT
              • VT
              • WA
              • WI

              Generation X
              Started his investment career in 1992


              Trevor helps a wide-range of clients with wealth planning, drawing on his extensive knowledge of the stock and bond markets. He understands that any financial plan must take into consideration some unexpected life changes along the way. That means making sure individuals are protected with the right wealth transfer and exit plans in place. With his deep trading background and Insurance expertise, Trevor offers a firm understanding of the analytics in investing and enjoys finding solutions from many different angles and strategies. He is great at uncovering value and the “unknown”. Investments are his passion.

              Trevor grew up in Pocahontas, Iowa and graduated from Simpson College in 1992. He lives in West Des Moines with his wife, daughter and two sons. He enjoys spending time in the outdoors with his family.

              • Forbes Best-in-State Wealth Advisors , 2022
                  1075 Jordan Creek Pkwy
                  Suite 100
                  West Des Moines, IA 50266
                • Scott Jackson

                  Scott Jackson

                  First Vice President–Wealth Management

                  Financial Advisor

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                  • AK
                  • AL
                  • AR
                  • AZ
                  • CA
                  • CO
                  • CT
                  • DC
                  • DE
                  • FL
                  • GA
                  • HI
                  • IA
                  • IL
                  • IN
                  • KS
                  • LA
                  • MD
                  • MI
                  • MN
                  • MO
                  • NC
                  • NE
                  • NV
                  • NY
                  • OH
                  • OK
                  • OR
                  • PA
                  • RI
                  • SC
                  • SD
                  • TN
                  • TX
                  • UT
                  • WA
                  • WI

                  Generation X
                  Started his investment career in 2002


                  With a young family, Scott understands the challenges younger workers face as they balance saving for the future while paying down debt. Scott brings the perspective that comes with nearly 15 years’ experience in mortgage and banking to financial planning. He helps clients set and meet retirement goals with a fresh approach.

                  Scott has also seen, first hand, the impact saving in retirement plans has made in young families lives. He has a dedicated interest in the retirement plans our team oversees. He has extensive experience working one on one with participants to enhance their retirement outcome.

                  Scott grew up in Creston, Iowa and graduated from the University of Iowa in 2002 and received his MBA from Drake in 2010. He lives in Clive with his wife, Amanda, and their two daughters.

                      • Portfolio Manager
                      1075 Jordan Creek Pkwy
                      Suite 100
                      West Des Moines, IA 50266
                    • Spencer Cox

                      Spencer Cox

                      Account Vice President

                      Financial Advisor

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                      • AK
                      • AL
                      • AR
                      • AZ
                      • CA
                      • CO
                      • CT
                      • DC
                      • DE
                      • FL
                      • GA
                      • HI
                      • IA
                      • IL
                      • IN
                      • KS
                      • LA
                      • MD
                      • MI
                      • MN
                      • MO
                      • NC
                      • NE
                      • NJ
                      • NV
                      • NY
                      • OH
                      • OK
                      • OR
                      • PA
                      • RI
                      • SC
                      • SD
                      • TN
                      • TX
                      • UT
                      • WA
                      • WI

                      Generation X
                      Started his investment career in 1998


                      Running a small business can feel like a juggling act. No one understands this better than Spencer, a former president and CEO of a family-owned business. Drawing from that experience, Spencer partners with clients to navigate challenges, tackle business goals and take care of employees.

                      Alongside his professional career, Spencer gives his time and talent to several not-for-profit organizations including: Catholic Foundation of Southwest Iowa, National Kidney Foundation, YMCA of Greater Des Moines and the Leukemia & Lymphoma Society of Iowa, to name a few. Having served as a volunteer, donor, board member and a myriad of other roles, he has first-hand experience with the intricacies of constructing, growing and managing large endowments and foundations. Clients will benefit from his unique perspective and invaluable expertise in this area.

                      Originally from West Des Moines, Spencer graduated from Central College and returned with his wife to raise their four children. Having played college-level tennis, he continues to serve as assistant coach of Dowling High School tennis team. When he’s not coaching or watching his kids’ sporting events, Spencer enjoys picking up a racquet or spending time on the golf course.

                          • Endowment and Foundation Consultant
                          1075 Jordan Creek Pkwy
                          Suite 100
                          West Des Moines, IA 50266
                        • Amanda Jackson

                          Amanda Jackson

                          Senior Client Associate

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                          • AK
                          • DC
                          • GA
                          • IA
                          • IN
                          • MN
                          • OK
                          • TX
                          • UT

                          Started her investment career in 2002

                          Amanda works closely with clients and retirement plan participants. Her client-centric approach helps make the investment process as smooth as possible, while building relationships with clients by anticipating client needs, solving problems, and delivering exceptional service. She helps clients with a number of topics including her specialty, rollover and consolidation. She makes sure all clients get the answers they need and the attention they deserve. Amanda also lends her knowledge in technology and online services.

                          Amanda grew up in Creston, Iowa and graduated from Simpson College in 2002 with a degree in Management, Minor in Marketing and a Specialization in Finance and Insurance. She lives in Clive with husband, Scott (see above), and their two daughters.

                                1075 Jordan Creek Pkwy
                                Suite 100
                                West Des Moines, IA 50266

                              Your 401(k)'s lifetime income illustration

                              Retirement planning

                              Retirement planning

                              Multigenerational planning

                              Multigenerational planning

                              How do you plan confidently for the retirement you want?

                              Start by building a strategy based on the resources and needs over the course of your life.

                              Imagine the retirement you want. Then, let’s build a framework to help you pursue it. Learn more at ubs.com/wealthway.

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