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Craig and his wife, Ann, have three beautiful, healthy children under the age of 18. Both Craig & Ann are native Iowans.

Their kids are involved in softball, soccer, cross country, and track. The family enjoys playing board games together: Rummikub, Sorry, Life, UNO, Clue and Monopoly of course!

Besides a busy family life, Craig has been very active in the local community. He served 8 years as a Marion City Council Member and 2 years on the Marion Planning and Zoning Commission. Currently, he is a Chamber of Commerce member, chair of the Marion Public Services Board, and is on several state and local boards for the financial services profession. Additionally, he travels to Washington DC and Des Moines to meet with legislators on tax policy and regulations affecting clients.

Craig enjoys reading biographies, history, and business books. He is an avid Iowa State Cyclone fan -holding season tickets for multiple sports and watching them play on TV.

We help clients demystify their finances. Understanding personal finances can be scary, intimidating, frustrating, and time-consuming. Sometimes advisors make things worse by being scary and intimidating on purpose. It doesn't have to be that way.

At TrueWealth Stewardship, we educate on how to make better financial decisions. How do we do this? By utilizing our IDEA Process. We start by IDENTIFYING their needs. Then we DEVELOP a customized financial plan. A plan based on our client's life, not someone from the movies or a commercial. We don't and won't do a cookie-cutter analysis or straight-off-the-shelf robo plans like other companies pass off as "original thinking." You're not a penguin. You're not a sheep. You're a person. We help people who want to be our clients. And for those clients who want additional help, we work together to EXECUTE their plan and then ADAPT their plan as needs and situations change.

Jonathan Sherrod is the founder of Sherrod Wealth Management, an independent financial advisory firm based in the Des Moines, Iowa, area, serving individuals and families throughout Iowa and Alabama.

As a CERTIFIED FINANCIAL PLANNER" professional (CFP®), Jonathan brings 11 years of experience working with large, established financial services firms. Throughout his career, he has developed extensive knowledge of investment management, retirement planning, and the financial challenges facing affluent individuals and families.

Jonathan founded Sherrod Wealth Management with a simple belief: successful individuals and families deserve personalized, transparent financial advice from someone who genuinely cares about their financial well-being.

Areas of Expertise

Jonathan's core competencies include:

Investment Management: Developing diversified investment portfolios aligned with clients' goals, risk tolerance, and financial circumstances.

Retirement Planning: Helping individuals prepare for retirement and develop strategies for sustainable retirement income.

Tax-Efficient Investing: Incorporating tax-loss harvesting, capital gains management, and tax-aware withdrawal strategies.

Retirement Income Planning: Coordinating portfolio distributions, Social Security decisions, and retirement account withdrawals.

Concentrated Stock Strategies: Helping investors evaluate concentrated positions, manage risk, and develop diversification strategies.

Estate & Legacy Planning: Coordinating with attorneys and tax professionals to align financial strategies with estate planning objectives.

Comprehensive Financial Planning: Integrating investments, retirement, taxes, insurance, and estate considerations into a coordinated financial strategy.

A Personalized Approach

Jonathan primarily works with affluent individuals and families, including retirees, corporate executives, physicians, business owners, and professionals. He particularly enjoys serving individuals with $1 million to $5 million in investable assets who are approaching retirement, transitioning into retirement, or seeking experienced investment guidance.

As the owner of a boutique, independent firm, Jonathan works directly with his clients, emphasizing accessibility, straightforward communication, and lasting relationships.

He believes effective financial planning requires more than investment knowledge. It requires understanding what matters most to people and helping them make confident, informed decisions.

Beyond the Office

Jonathan lives in the Des Moines area with his wife, MJ, and their two children, James and Ruth.

A graduate of Harding University, Jonathan enjoys meeting new people, traveling, strength training, spending time outdoors, and following Alabama Crimson Tide football.

His passion for adventure has taken him around the world, including studying abroad in South America, visiting Easter Island, exploring Europe, and working as a hiking guide in Rocky Mountain National Park.

Known for his outgoing personality and genuine interest in others, Jonathan believes strong relationships are built through authenticity, honest conversations, and mutual trust.

His philosophy is simple: A financial plan should serve the life someone wants to live, not the other way around.

Sherrod Wealth Management is an independent, boutique financial advisory firm based in the Des Moines, Iowa, area, serving individuals and families throughout Iowa and Alabama. Founded by Jonathan Sherrod, CFP®, the firm specializes in investment management, retirement planning, and comprehensive financial planning, with a particular focus on affluent individuals, families, and retirees.

With an emphasis on personalized service, transparency, and long-term relationships, Sherrod Wealth Management provides thoughtful, objective financial guidance tailored to each client's unique goals and circumstances. Clients work directly with the firm's founder, receiving the personal attention and accessibility that distinguish a boutique advisory practice.

Our philosophy is simple: Your financial plan should serve your life, not the other way around.

For Roger Abel, financial education is the foundation of the planning process. As President and Wealth Advisor at Premier Investments & Wealth Management, he helps clients understand the why behind their financial decisions so they can make informed choices that align with their goals.

Roger brings an extensive background in investment planning, risk management, and estate planning strategies. He holds the Accredited Investment Fiduciary® (AIF®) and Certified Exit Planning Advisor (CEPA) designations.

Rogers approach begins with understanding each clients priorities and vision for the future. From there, he works with them to develop a personalized financial plan, build consistent saving and investing habits, and maintain perspective through market ups and downs. He views his role as a financial coachexplaining options, providing guidance, and helping clients stay focused on their long-term goals.

His commitment to education extends beyond client meetings. As a featured host of WMT 600 AMs Premier Financial Hour, Roger helps make complex financial topics more approachable. He has also taught educational classes at local colleges and hosted retirement workshops across Iowa, sharing practical insights to help people better understand their financial choices.

Roger lives in Marion, Iowa, with his wife, Megan, and their two daughters. Outside the office, he enjoys family vacations, time at the Lake of the Ozarks, fishing, hunting, and being outdoors.

Securities and advisory services offered through LPL Financial, a registered investment advisor, Member FINRA/SIPC.

For over 35 years, Premier Investments & Wealth Management has been helping our clients pursue their financial goals. Premier was started as Financial Seminars, Inc. In it's beginning, the company was focused on providing education and assistance for the Iowa Public Employee's Retirement System (IPERS). While the company has since expanded to a full service financial planning firm serving clients across the United States, our roots in education have continued. Our financial professionals believe that providing education to our clients is an important part of the planning process. We strive to help our clients gain confidence on their pursuit to financial freedom. The financial professionals at Premier Investments & Wealth Management work with their clients to develop strategies for investing, retirement income, insurance, risk management, and estate planning.

Comprehensive Planning Financial Planning doesn't have to be complicated. Our comprehensive approach helps you develop a road map to your financial goals, whatever they may be. We combine Risk Management, Tax Strategies, Income Planning, Asset Allocation Development, Estate Planning Strategies, Insurance Planning and more into one simplified plan.

Investment Management Our financial professionals work with our clients to develop an investment strategy that matches their goals. Our proactive approach helps clients develop good investor behavior, avoid market timing, and gain confidence in their financial future. Through regular monitoring we help our clients manage their investments through all stages of life.

Our independent status is unique. It allows us to remain impartial in our advice and serve our clients in a fiduciary capacity. We accrue no benefit from brokerage services, commissions, finder fees, or product sales of any kind. We integrate the planning, investment, and tax disciplines to maximize after-tax wealth and align our clients assets with their ideal vision of the future. Savant has consistently received local and national recognition.