Broker Check

Wilon Wealth Management is an independent financial services firm that was founded as an alternative to Wall Street brokerage houses, large banks and proprietary product firms. We offer objective financial advice to sensible, hard-working and motivated people and work with you to create a financial plan that positions you to reach your goals. Our firm is led by a team of energetic, innovative financial professionals who believe in the importance of trust, open communication and education. Our goal is to make a meaningful difference in the lives of our clients.

 

Jason Wiltse

Wealth Advisor & Co-Founder

jpwiltse@wilonwm.com

Jason leads the advisory department at Wilon, overseeing client relationship management across the organization. As an advisor, Jason’s goal is to apply his detail-oriented personality to help develop and implement personalized financial plans. He has a unique ability to bring all of the pieces of a client’s financial world together and bring clarity to even the most complicated financial planning concepts

A native of northwest Iowa, Jason grew up respecting the value of hard work. Over the years, he saw his family’s business grow and flourish by doing right by people. Today, he takes the same approach, whether it be assisting families with multi-generational estate planning or helping clients enter the next phase of their life after a transition. Jason strives to always do what’s best for each individual client and strongly believes that a thorough understanding of a client’s entire financial picture and their unique goals must be in place before effective financial advice can be given.

Jason realized a career in finance was his only choice from the first time he came upon a compound interest chart. His love for finance continued to grow as he attended the University of Iowa, where he received his bachelor’s degree in finance. After graduation, Jason began his work in the securities industry, as a Financial Advisor for Waddell & Reed, and realized that his true passion was helping individuals and families grow, protect and transition their wealth through the financial planning process. Over the course of his career, he has built a myraid of loyal client relationships and ultimately decided to use his depth of planning wisdom and industry expertise to co-found Wilon Wealth Management in 2007.

When he’s not working with clients, Jason enjoys golfing, hunting and spending time with his family. He and his wife Brittney live in West Des Moines with their son, Briggs, and their dog, Murphy. Brittney is a second grade teacher and also a native of northwest Iowa. Jason is also active outside of Wilon in the business community, serving as a member of multiple profit and not-for-profit boards.

 

Matthew Onstot, CFP®

Wealth Advisor & Co-Founder

msonstot@wilonwm.com

Matthew is responsible for overseeing all financial functions and business operations at Wilon, in addition to helping customize financial plans for each of the firm’s clients. With extensive knowledge of the market and market opportunities, Matthew’s strength lies in his investment analysis and selection skills.

As a graduate of the Goldman Sachs 10,000 Small Businesses program and the owner of multiple small businesses, Matthew’s true passion is entrepreneurship. He uses his experience and knowledge to assist entrepreneurs with ambitious financial goals or those who need help with the financial complexity that comes with success. Matthew also enjoys helping Wilon’s clients achieve their specific objectives, whether it be selling their business or passing their farm on to another generation.

Matthew was born with finance in his blood. Since his early days spent reading the Wall Street Journal over his grandfather’s shoulder, Matthew’s interest in the markets has evolved into the cornerstone of this wealth management firm. After receiving a bachelor’s degree in economics from the University of Iowa, Matthew began his career as an Investment Representative for Waddell & Reed before going on to co-found Wilon Wealth Management in 2007. Matthew brings his lifelong passion for investments and financial planning to all aspects of his role at Wilon.

Outside of the office, Matthew enjoys anything outdoors, whether it be golfing, biking or working on his aronia berry farm. He and his wife Kelly live in Cumming and have two sons, Easton and Arthur.

 

Tom Bodensteiner

Wealth Advisor

tom@wilonwm.com

Tom has spent his entire working life as an independent financial advisor. He first entered the business working part-time during college to support his college education expenses at Iowa State University. The business quickly turned into a passion and became his lifetime career. Tom built the firm of Bodensteiner Investment Advisors in Clear Lake, Iowa, where he successfully served clients for almost 50 years.

Over the course of the past decades, the industry has undergone numerous changes, but Tom’s detailed attention to his clients’ needs and commitment to client service have remained his top priorities. Today, Tom’s broad financial knowledge and experience make him a valued member of the Wilon Wealth Management team.

Outside of his financial services work, Tom enjoys almost anything outdoors. His favorite activities are pheasant hunting, fishing for walleye, and shooting at sporting clays events.

 

Connor Peck

Associate Advisor

cpeck@wilonwm.com

Connor plays a vital role on the Wilon advisory team. Working closely with our advisors, Connor ensures consistent, accurate and timely execution of investment analysis and financial plan development to help our clients achieve their goals. Connor also works to educate our clients so they can feel confident making financial decisions for their future. Whether it’s retirement, raising a family or saving for a big purchase, Connor enjoys helping people make small changes today that can pay off in big ways later.

A Des Moines area native, Connor earned his Bachelor’s Degree in Finance from the University of Kansas where he competed as a student-athlete on the men’s golf team. After graduating from Kansas, Connor played professional golf for three years, including events on the Adams Pro Tour, Qualifying schools for the Web.com Tour and Mackenzie Tour (PGA Tour Canada). He was named IGA Golfer of the Year in 2020. Connor also has experience working as an Associate Broker for Partners National Real Estate Group in Dallas, TX.

When he isn’t hitting the links, Connor enjoys attending sporting events and spending time with family and friends.

 

Jesi Wiltse

Client Services Associate

jesi@wilonwm.com

An essential member of the Wilon team, Jesi brings many years of office management and customer service experience to Wilon. Jesi’s primary role is facilitating communication with our clients, ensuring all questions are answered and all needs are met. From scheduling appointments to handling account maintenance, Jesi is our clients’ primary point of contact.

Outside of the office, Jesi enjoys biking and spending time with friends and family.

 

Donna Bodensteiner

Client Services Associate

donna@wilonwm.com

Donna has spent her entire life working in the financial industry. She first served as an Operations Manager/Investment Banker for 15 years. When she met and married Tom Bodensteiner, her skills worked hand in hand with Tom’s investment business, Bodensteiner Investment Advisors.

Tom and Donna have been working as a team for almost 25 years. Donna enjoys client service and is dedicated to managing the advisor-client relationship, ensuring our clients’ needs are met. She is also well-versed in finance and adds value to Wilon with her understanding of investment concepts.

In her free time, Donna enjoys baking and cooking, and loves to share her goodies with neighbors, family, and friends. Additionally, she has an eye for interior design and a passion for drawing floor plans for kitchens, bathrooms and living areas. Donna also likes spending time with her daughter Renee, son-in-law Eric, and grandsons, Carter and Reece.

 

Emily Busch

Director of Communications

emily@wilonwm.com

Emily is responsible for helping Wilon connect with clients in meaningful ways across a variety of channels and also leads firm development initiatives. She finds it rewarding to provide clients with content and resources that make the process of financial planning more transparent and ultimately, more impactful.

Emily also has a passion for assisting small businesses and entrepreneurs. Outside of Wilon, she works as a content strategist/developer for a select group of clients. Her and her husband, Mike, and their twin daughters, Hayden & Farrah, live in Norwalk. They enjoy spending time outdoors together on the water, on bike trails, at sporting events and at concerts.

 

Drake Ellgren

Junior Analyst

Drake is currently enrolled at Iowa State University, pursuing a double major in Finance and Financial Counseling & Planning. He performs a variety of tasks that support our staff and office operations, while immersing himself in the business on a path to serving as a Wilon advisor in the future.

Outside of school and work, Drake’s hobbies include hunting, fishing, and playing golf.

 

 

Schedule An Introductory Call

Book a 15-Minute Appointment Now
logo
Central Iowa: 2400 86th Street, Suite #32, Urbandale, IA 50322 • Phone: 515-225-9500
North Iowa: 9 Plaza Drive, Suite 4, P.O. Box 287, Clear Lake, IA 50428 • Phone: 641-357-6438
Western Iowa: 414 West Main, P.O. Box 400, Sac City, IA 50583 • Phone: 712-662-3866