The Team

Sernett Wealth Management

A team of professionals focused on understanding and serving each individual client. Call whenever you have a question, concern or need.

 
Jason Hassman

Jason Hassman, CLU®

Office 319-235-3356

Jason joined Sernett Wealth Management in 2016 and serves as an Associate Wealth Management Advisor. He assists in financial plan creation, recommendations, insurance proposals and relationship management.

A native of Nora Springs, IA, Jason received a B.A. in Business Management from Central College. He lives in Cedar Falls, IA with his wife, Tayler, and daughter, Evelyn. He enjoys spending time with his family, attending UNI sporting events, working out and traveling.

Contact Jason for:

  • Details relating to financial plan development or updates
  • Technical questions on insurance or investments
 

Wayne Worthington, CFA®, CFP®, MBA

Associate Wealth Management Advisor
Office 319-235-3356
Mobile 319-573-3079

Wayne joined Sernett Wealth Management in 2018. Wayne has broad experience in business and finance. He has owned a 3 generation family manufacturing business, struck joint venture deals and planned owner exit strategies. He was Director of Mergers and Acquisition with a global financial firm and he has personal wealth management experience. In addition, Wayne is a Corporate Finance Instructor at the University of Northern Iowa, has an MBA from Boston University and an engineering degree from Iowa State University.

He and his wife live in Cedar Falls and have four children in the military. He enjoys biking, community involvement, and supporting veterans.

Contact Wayne for:

  • Financial planning, Business planning, Estate Planning, Wealth Management, Retirement Planning and Investment Strategies
 
Kathy M Siebel

Kathy M Siebel

Director of Client Services
Office 319-235-3356

Kathy joined Sernett Wealth Management in December of 2013 and serves as the Director of Client Services.

Kathy is originally from Clutier, IA . She and her husband moved to the Cedar Valley in 1987, and currently live in rural Waterloo, IA. They have two grown children. Kathy enjoys the outdoors, volunteering, and spending time with family and friends.

Contact Kathy for:

  • Scheduling Appointments
  • Client Service matters on insurance and investments
 
Meg M Sernett

Meg M Sernett

Business Manager
Office 319-235-3356

Meg was Scott's first assistant, starting part time in 1999. Her primary role at Sernett Wealth Management is managing human resources, contracting, licensing and accounting for the business.

Meg has a B.A. in Management, with a Human Resources emphasis, from the University of Northern Iowa. Her hobbies include attending her children's activities, volunteering, golfing, and UNI sporting events.

 

Scott J Sernett, CFP®, CLU®, ChFC®, AEP®
Wealth Management Advisor


Sernett Wealth Management

 

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