Knowledge

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Alpha Wealth Consulting Group is "Your local investment source with global perspective."

When it comes to planning for the future, everyone has different needs. That’s why we take a personalized approach with our clients. Once we know your goals, we build a holistic plan that works for you or your business. 

Alpha Wealth Consulting Group is a multi-generational team by design.  We’ve been helping clients reach their financial goals for more than four decades.  Our team has been together and working for UBS for the majority of our career, so you can count on us for the long-term. We span several generations so we personally understand each life stage and we use the collective wisdom of seasoned partners with the continuity and relevance of younger generations.

We will grow with you.

James Oplt

Senior Vice President–Wealth Management

Financial Advisor

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.

Registered States:
  • 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
1075 Jordan Creek Pkwy
Suite 100
West Des Moines, IA 50266

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James Spooner

Senior Vice President–Wealth Management

Financial Advisor

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.

Registered States:
  • 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

Recognized as an industry leader:

  • 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

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Trevor Shaner

Managing Director–Wealth Management

Financial Advisor

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.

Registered States:
  • 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

Recognized as an industry leader:

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

Email Me

Scott Jackson

First Vice President–Wealth Management

Financial Advisor

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.

Registered States:
  • 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

Credentials

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

Email Me

Spencer Cox

Account Vice President

Financial Advisor

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.

Registered States:
  • 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

Credentials

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

Email Me

Amanda Jackson

Senior Client Associate

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.

Registered States:
  • AK
  • DC
  • GA
  • IA
  • IN
  • MN
  • NE
  • OK
  • TX
  • UT
1075 Jordan Creek Pkwy
Suite 100
West Des Moines, IA 50266

Email Me

Kathleen Hendershott

Senior Client Associate

Started her investment career in 1996

Kathy serves as a main contact for our clients. She leads compliance and operations for Alpha Wealth Consulting Group. With her extensive knowledge of process and legal considerations, Kathy has become an integral part of our team. Kathy is extremely dedicated to creating a positive client experience and a natural convergent thinker. She also lends her extensive knowledge in technology and online services.

Outside of the office Kathy has deeply rooted ties and volunteers with the Martial Artists for Children and Community (MACC) Foundation. Kathy has taken classes at DMACC and Simpson College. She lives in Madrid and spends her free time training in Tae Kwon Do and caring for her cats.

Registered States:
  • AZ
  • CA
  • CO
  • DC
  • FL
  • GA
  • IA
  • IL
  • IN
  • MD
  • MN
  • NE
  • SD
  • TX
  • UT
  • WI
1075 Jordan Creek Pkwy
Suite 100
West Des Moines, IA 50266

Email Me