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®, ChFC®, CFP®

Office 319-235-3356

Jason started with the firm in 2016. As a Lead Advisor, he helps clients set goals for their lives and beyond and, most importantly, to implement a plan to make those goals a reality with a focus on risk management, efficiency and delivering peace-of-mind. Jason came here with 10+ years of financial services experience in insurance, banking and trust management. Since joining the firm, Jason has added the CERTIFIED FINANCIAL PLANNER (CFP®), Chartered Life Underwriter (CLU®) and Chartered Financial Consultant (ChFC®) designations.

Personally, he grew up near Mason City and graduated from Central College in Pella. While at Central, he was on the baseball team and spent a semester studying abroad in Wales. Jason currently lives in Cedar Falls with his wife, Tayler, daughter, Evelyn and their two cats…and one horse. In his spare time, Jason loves to travel with his family, follow his beloved Chicago Cubs and Tampa Bay Buccaneers and to spend time outside, mowing and playing in the yard.

 
Kathy M Siebel

Kathy M Siebel

Director of Client Services
Office 319-235-3356

Kathy joined us in 2013. As the Director of Client Services, she is the smile that greets you when you enter our office. You will work with Kathy for service and operations-from finding a time to meet with someone on our team to working together to complete new account opening paperwork. She will be your guide through the process. Kathy brings 20+ years of financial services, client services & management experience to the team.

Kathy and her husband Jeff live in Cedar Falls, they have 2 grown children, both married, and an amazing granddaughter. They enjoy spending time with the family & being outdoors, biking or walking their Goldendoodles. She is an Iowa native, and an Iowa Hawkeye fan. Although she prefers the sun and sand, boating on the Mississippi or traveling to a beach in the Caribbean; Fall and Iowa Football are a very close 2nd.

 
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.

 

Melanie Decker

Operations Manager
Office 319-235-3356

Melanie started in 2019 with 15+ years’ experience in the financial, life insurance, and trust administrative industries. As the D\Operations Manager, she focuses on making sure that everything runs smoothly and that client needs are met in the most efficient way possible.

Melanie lives in Independence with her husband Jason and two sons, Talan and Brennan. She spends much of her free time attending sporting events with her family and spending as much time as possible outdoors.

 

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


Sernett Wealth Management

 

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