Trevor Shaner - UBS Financial Services Inc.

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1075 Jordan Creek Pkwy Ste 100
West Des Moines, IA 50266
+1 (515) 237-3754
https://advisors.ubs.com

Alpha Wealth Consulting Group, part of UBS Financial Services Inc., is a leading wealth management team based in West Des Moines, Iowa, recognized in 2024 as one of Forbes' Best-In-State Wealth Management teams. The firm is dedicated to providing customized financial strategies and building long-lasting client relationships through a commitment to quality service.

The group is led by experienced financial advisors, including Jymm Oplt, Jim Spooner, and Trevor Shaner, each offering specialized expertise in retirement planning, family wealth, and innovative investment solutions. With a focus on understanding clients' unique needs, the team actively develops personalized strategies to help clients navigate their financial journeys effectively.

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