For more than 24 years, Todd has served as the primary contact for clients and their families, developing and implementing integrated investment plans. He works primarily with high net-worth individuals, families, and businesses.
Background and experience
Todd began his career in 1991 as an associate with Dain Bosworth. In 1997, He joined Edward Jones as a Financial Advisor, opening the firm’s first Sioux City branch. He brought his expertise in retirement and investment planning to Wells Fargo Advisors in 2002.
As Managing Partner of Arvada Wealth, Todd has been specifically trained to work with complex financial situations for families and businesses. He coordinates and build teams of specialists around his clients to provide highly personalized services and can provide access to Wells Fargo affiliates, such as banking & lending services and fiduciary specialists.
Away from the office
Todd lives in Omaha with his wife Jane. Their three sons and daughter-in-law, Jack & Colette, Gage, and Sam are busy in their various careers in Omaha, New York City, and West Des Moines. They recently added their first grandchild, Adeline Rose!
When not advising clients, Todd especially enjoys hunting and fishing, traveling with his wife and spending time with their family at Lake of the Ozarks. He does not claim to be a golfer, but will embarrass himself for charity events from time to time.
Todd is past president of the Siouxland Community Foundation where he served on the board as head of the investment committee. He is also a past president of the Sioux City Optimist Club, former Director of SBL Youth Football, and past chair of SBL-CSD Facility Advisory Committee. He is currently serving as a mentor in the TeamMates post-secondary mentoring program.
Managing Partner
While his title is Managing Partner, Shawn Sanger is closer in function to a quarterback at Arvada Wealth. With over 25+ years in the industry, Shawn parses the forest from the trees when coordinating Arvada’s robust team to help ensure clients are receiving the best in both offensive and defensive strategies. His true joy is watching those he serves leave the office with a smile on their face and confidence in their hearts about what the future holds.
Background and Experience
Shawn developed deep proficiencies over his career in financial services – particularly in dealing with the complexities of large organizations - at places like Smith Barney and Wells Fargo Advisors. Eager to provide superior customer service in an increasingly homogenous industry, he helped pioneer Arvada so both his team and their clients would be free to carve out a better path in life. In addition to a degree from the University of Nebraska-Lincoln, he earned the Certified Private Wealth Advisor® designation to improve his offerings and strategies for high-net-worth individuals and families.
Away from the Office
A lifelong Nebraskan who grew up in Scribner, Shawn now especially appreciates the family-first mindset in Bennington, NE. He and his wife Kristi are incredibly proud of their 3 children - Alec, Savannah, and Sierra – as they begin leaving the nest and finding their own way in the world. They’re the reason Shawn gets up with a smile on his face every morning - he loves spending time with them, particularly at their cabin in the Ozarks. His heart for others extends beyond family, though. Shawn mentors students to reach their full potential through TeamMates Mentoring, lifts up the lesser fortunate by volunteering with the Salvation Army, and supports the mission of the Child Saving Institute. When he manages to get some free time, you’ll find him on the links golfing or on the water boating!
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Managing Partner
CPWA, CEPA
Michael Hadden has always believed anything worth doing deserves to be done exceptionally well. A dedicated financial professional with a strong competitive spirit, Michael strives to consistently exceed expectations as a Vice President at Arvada Wealth. He’s found the people he serves at Arvada to be humble, philanthropic, and incredibly down-to-earth, which makes it a privilege to align their financial goals with portfolios constructed to suit their specific needs. Michael’s passion is in the quality of sleep his clients get at night – his mission is to deliver confidence above all else.
Background and Experience
After working his way up from analyst to senior portfolio manager at Brinker Capital, Michael brought his talents in accounting, economics, and security analysis to Arvada’s close-knit team. With a deep expertise in the ETF ecosystem, he connects with investors wherever they are on their financial journey. Arvada is the “perfect intersection” of his vast industry knowledge and his enthusiasm for financial education. Michael especially loves helping clients get to a critical ‘aha’ moment regarding complex financial topics as well as harnessing volatility for their benefit. He holds a degree in Accounting and Finance from the University of Nebraska-Lincoln, where he was an inaugural member of the CBA Honors Academy. As learning is a lifelong pursuit for Michael, he is a Chartered Financial Analyst® charterholder and is active in the CFA Society Nebraska.
Away from the Office
Having become accustomed to the slower pace of life in his hometown of Scottsbluff, NE, Michael loves how Omaha offers many things to do while still maintaining a distinct Midwestern homeliness. As living for any other purpose than faith would seem inconsequential to him, he’s active at St. Mark Lutheran Church. The competitive spirit flows into all aspects of Michael’s life. Whether it's cheering for the Huskers, shooting for below-par on the links, or setting PBs on a run or bike ride, he is known to intensely lock-in no matter what he’s doing. When he gets some free time, you’ll find him enjoying the simple things in life like spending time with friends, trying new games, or enjoying some live music. When you see Michael, ask him about the ins and outs of triathlon training!
Vice President
CFA
Sam works closely with families to deliver a personalized, comprehensive wealth plan based upon their goals and values. He integrates clients into the Arvada Wealth team, providing them with the deep experience of his partners and the resources and safety of the Fortune 50 company that custodies their client assets.
Background and experience
Before joining Arvada Wealth, Sam graduated summa cum laude from Iowa State University with a degree in financial counseling and investment planning.
He spent the first two and half years of his career as a financial representative with Northwestern Mutual, working with clients on investment planning, risk management and wealth accumulation.
As a CFP® professional, Sam’s mission is to work closely with clients and businesses developing, implementing, and maintaining a plan to provide them confidence in their financial future.
A lifelong learner, Sam especially enjoys helping others to gain a meaningful understanding of their financial lives and the tools available to them. His insurance background is greatly valued by the team and clients alike. He has become Arvada Wealth’s “go-to” resource for life insurance, disability insurance and long-term care coverage discussions.
Away from the office
Sam enjoys returning to his alma mater in Ames. He’ll go and cheer on his Cyclones on Saturdays, the Kansas City Chiefs on Sundays, and likely catch a few more games during the week as well.
He enjoys golfing, walking his dog, and traveling. The most important thing to him is spending his time with the people closest to him.
Financial Advisor
CFP, CLU
As a Senior Registered Client Associate, Carol takes ownership of ensuring our clients have an exceptional relationship with their Arvada Team. She supports our advisors and clients by addressing any administrative, investing, and operational needs. Her mission is to provide the highest level of professional administration service as our clients' current and future needs arise.
Background and Experience
Carol began her financial services career at Edward Jones where she developed her fundamental investment knowledge. She joined Wells Fargo Advisors in 2007 as a Client Associate and quickly advanced to Senior Registered Client Associate. She also had the honor of serving as point of contact to the Wells Fargo National Client Associate Advisory Council for two years.
In her current role at Arvada Wealth, Carol takes a proactive approach to providing personalized service to our clients. Buildling and strengthening client relationshps is a top priority and she consistently works to enhance these connections.
Licensing
- FINRA Series 7
- FINRA Series 66
- State of Iowa Insurance
Away From The Office
Carol enjoys spending time with her husband, Ed, a recent retiree from the Sioux City Fire Department. They have two children, Eddie and Ella, both recent graduates of Iowa State University.
They are actively engaged in volunteer work at their church and throughout the community. You can often find them researching YouTube for their next travel venture. In addition to traveling, Carol enjoys spending time with family and friends, hiking, yoga, and seeing live music.
Senior Registered Client Associate
Danielle Beukelman
Senior Registered Client Associate
Working with our team of advisors, Danielle assists in building accurate investment plans that complement client investment portfolios and life situations. Additionally, she coordinates many of the client facing communications of the firm.
Background and experience
Danielle began her career as a Loan Servicing Specialist in West Des Moines. Soon after, she relocated to Sioux City where she spent two years providing exceptional communication and operational services for clients as a Home Loan Processor. She joined Wells Fargo Advisors in 2013 as a Client Associate and built her repertoire of the financial services industry.
Now as a Senior Registered Client Associate with Arvada Wealth, Danielle primarily focuses on utilizing eMoney® to assist the Financial Advisors in developing strategies based on each individual’s specific needs. She is also dedicated to providing business development and marketing strategy support, preparing portfolio reviews, and documenting client contact.
Securities Registrations & Licensing
- FINRA Series 7
- FINRA Series 63 & 65
- State of Iowa Insurance
Away from the office
Danielle enjoys spending time with her architect husband, Lee, and their two children, Japheth & Samantha. She loves coaching their sports teams and supporting their school functions.
They are active in their church and spend any free time completing home remodel projects. They have found a new challenge in designing & creating with their CNC Machine & 3D Printer.
Danielle also enjoys reading, attending the gym, soccer, hiking and traveling the world.
Senior Registered Client Associate
Focus
As a Registered Senior Client Associate at Arvada Wealth, Melissa Panning is a ringleader who can be relied on in any situation. Driven to find efficient solutions that streamline operations for advisors and make life easier for the clients, Melissa is recognized as a tenacious, friendly, and proactive professional always seeking small or great ways to make other people’s lives better. Whether it’s a fire drill to deliver support on short notice or helping a long-term goal come to fruition, those she serves recognize Melissa’s familiar farm-built work ethic and know that she is always in their corner.
Background and Experience
Throughout her 10+ years in financial services, Melissa mastered the art of pivoting between a myriad of tasks to deliver results for both clients and advisors alike. Given that no day was ever the same, she gained a vast and tactile understanding that the devil is in the details in the financial services industry throughout her time at Wells Fargo Bank and at Wells Fargo Advisors. Now part of Arvada’s independent team, Melissa draws on those experiences to go above and beyond for the select group of individuals, families, and institutions they serve. She especially enjoys the chance to learn about the small details of clients’ families and outside lives, and, having a degree in education as well as her FINRA Series 7 and 66 securities registrations, has a special talent for making a direct impact in their lives by delivering simple answers to their complex questions.
Away from the Office
Family brings vibrant color to Melissa’s life. Between general rowdiness or carting them to activities like football, she and her husband Scott stay busy with their four boys Christopher, Nathan, Theo, and Vincent. Having grown up on a farm north of Fremont, Melissa incorporates the values of hard work, integrity, and authentic care into every aspect of her life and especially loves now living on an acreage away from the city. In addition to bolstering her family, she assists in the nursery and as a Sunday School teacher at Fremont E Free Church. Melissa and her family also support Focus on the Family, Heartland Hope Mission, and Compassion International. When she does get some time to herself, you’ll find her curled up with a good book, puttering around in the garden, or utilizing its bounty when finding new recipes to bring to life!
Senior Registered Client Associate
Focus
Lexie Langley knows – persistence is the hallmark of champions. In her role as Client Associate at Arvada Wealth, Lexie is the pleasant, persistent force who puts a strong emphasis on proactive communication to promptly address issues for the clients and streamline operations for the advisors. A hardworking professional whose knack for detailed analysis is only matched by her enthusiasm for connecting with others, Lexie’s daily goal is to provide outstanding support and ensure those she serves always feel valued.
Background and Experience
Lexie developed strong proficiencies in customer support before joining Arvada. As she has always enjoyed the idea of helping people with their problems to make things easier for them, she was a natural fit for the team. She backs up her experience with a degree in business from the College of St. Mary’s, where she was captain of their girls’ volleyball team as a senior and helped them persistently qualify for nationals every year she played.
Away from the Office
Lexie’s experiences growing up Nebraskan include time in Fremont, where her school community gave her a small-town feel that she loved. Now living in Omaha, she’s given back through past work for Special Olympics and currently as the coach for a very persistent club volleyball team. As she is a big fan of country music, be sure to ask Lexie what her favorite Sean Stemaly song is when you see her!
Client Associate