Experienced & Skilled

our team

Our highly skilled staff are dedicated to helping you with your financial needs.

Matthew P. Johnson

Matthew P. Johnson

Owner and President

Matthew P. Johnson is President and Owner of Johnson Wealth and Income Management, a third-generation company that has been serving clients for over 75 years. Matthew has been advising clients in the financial services industry since 1999. He strives to educate clients about how to minimize their risk and achieve their retirement goals through more conservative income-generating investment strategies. He is dedicated to helping each client enjoy a successful, well-planned retirement.
Matthew is the host of the radio show and podcast The Capitalized Life and Retirement, and the author of the book, The Capitalized Retirement: How to Ensure You Won’t Outlive Your Savings.
Matthew lives in Hardy with his wife, Sarah, and their four children, Naomi, Lydia, Jacob, and Solomon.

“My focus is helping in create retirement income the RIGHT way”

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Amanda Johnston

Amanda Johnston

Investment Advisor Representative

Amanda Johnston is an Investment Advisor Representative and Fiduciary at Johnson Wealth and Income Management, based out of our Clear Lake office. She has worked closely alongside Partner Advisor Matthew P. Johnson, for nearly a decade. Together they are committed to delivering honest, integrity-driven service to their clients. Amanda’s passion for education empowers investors to make informed and confident financial decisions, guided by her core values of honesty, integrity, and service.

With experience in the financial services industry since 2013, Amanda is dedicated to helping clients navigate their financial journey and achieve their goals. Alongside Matthew, she focuses on providing the resources and support necessary for clients to achieve both financial success and peace of mind in an unpredictable world.

When she’s not working, Amanda enjoys spending time with her dog, Lucy, and her cat, Shanka, who bring her joy and companionship. She believes in the importance of balance—both in life and in financial planning.

“I’m proud to bring a strong foundation of experience to our team, and it’s a privilege to work alongside Matthew. Together, we are committed to adding value to our clients’ lives, supporting them through each stage of retirement planning. As fiduciaries, we take a collaborative, client-first approach to everything we do.”

Michael Donnan

Michael Donnan

Investment Advisor Representative

Michael Donnan is an Investment Advisor Representative and Fiduciary at Johnson Wealth & Income Management. He holds a BA in Finance with an emphasis in Personal Wealth Management from the University of Northern Iowa and maintains his Life & Health insurance license, along with FINRA Series 7 and 66 registrations.

Michael is passionate about guiding clients through key financial milestones—whether it’s preparing for retirement, planning for life events, managing investments, or securing insurance. His goal is to make the world of finance approachable and empowering, helping clients achieve lasting financial peace of mind.
He lives in Des Moines with his wife, Leah, and their two energetic Aussie Doodles, Ember and Coco. Outside the office, Michael is active in his church community and thrives on physical challenges, including Ironman triathlons. He brings the same focus and drive to his athletic pursuits as he does to helping clients succeed financially.

“My goal is to provide exceptional service and foster lasting relationships with our clients, helping them navigate the complexities of investing with confidence and clarity.” 

Katherine McBride

Katherine McBride

Marketing and Events Coordinator

With a well-rounded background in Human Resources, Recruiting, Project Management, Senior Leadership, and Marketing, Katherine brings a unique blend of skills to her role as Marketing and Events Coordinator. Katherine combines a strong strategic mindset with a personable approach, ensuring every marketing initiative and event she oversees is tailored to meet both organizational goals and client needs. Her commitment to professionalism, clear communication, and follow-through ensures every project is executed with precision and attention to detail. Katherine believes that the difference between good work and great work lies in the details. Whether working with clients or managing internal projects, she consistently goes the extra mile to ensure that nothing is overlooked, achieving outstanding results. Outside of work, Katherine enjoys all things outdoors—from hiking and fishing to spending quality time at the range with her adult son. She values a balanced lifestyle, which fosters both personal growth and professional success.

“The future belongs to those who believe in the beauty of their dreams, work tirelessly toward them, and remain focused on the details along the way.” -Eleanor Roosevelt

Sue McQuillen

Sue McQuillen

Reception and Scheduling Coordinator

When you dial Johnson Wealth and Income Management you most likely will first speak with our Reception and Scheduling Coordinator, Sue McQuillen. Sue has been the voice of Johnson Wealth and Income Management for the last 5 years. Her main responsibility revolves around managing the team calendar and appointments, so she is the gal to talk to when you need to set an appointment or speak with one of the team members.
“I strive to ensure that every interaction with you is helpful, courteous, and concludes with the most convenient outcome I can arrange. When I answer your call ‘Thank you for calling Johnson Wealth and Income Management’ I really mean it, and I pledge to demonstrate our entire team’s appreciation and dedication. I look forward to visiting with you and getting to know you!”
Shonna Franks

Shonna Franks

Office Support Coordinator

Shonna is the backbone of our operation, serving as our dedicated Office Support Coordinator and truly keeping the machine running. With a rich background in both customer service and the automotive industry, Shonna brings a unique blend of skills to her role. She is deeply committed to fostering genuine connections and delivering the best possible service, all built on a foundation of honesty, empathy, and compassion. Her warm approach ensures that every client feels right at home from the moment they connect with us.

A proud Maryland native, Shonna has embraced her new home in Iowa. Outside of work, her world revolves around her teenage daughter, Julia. She also loves spending time outdoors with her Red Heeler, Piper, and enjoys indulging in her passion for writing and a myriad of other creative hobbies.

“Do, or do not, there is no try.” -Yoda

Krystal Martin

Krystal Martin

Client Service Specialist

Krystal Martin has been the Client Service Specialist at Johnson Wealth and Income Management for nearly 5 years. She has 30 years of experience in the mutual fund and 401(k) fields. Using her experience, coupled with her incredible work ethic, Krystal strives to ensure that each client’s service needs are fully met, from beneficiary changes to Roth conversions to RMDs – and everything in between. Krystal returned home to Iowa after 30 years to be closer to her family. She has four grandchildren and is a loving mom to multiple “fur babies”. Krystal and her husband enjoy motorcycle riding, spending time outside with their pups, and spending time with family and friends.
Heather Higgins

Heather Higgins

New Business Specialist

As a New Business Specialist at Johnson Wealth and Income Management, Heather plays a key role in ensuring a smooth onboarding experience for new clients. She is responsible for gathering, verifying, and processing all necessary documentation, as well as ensuring accurate data entry into the company’s systems. Heather is dedicated to building lasting relationships with clients and helping them achieve financial security for the future. Outside of work, Heather enjoys spending quality time with her husband, Tony, and their daughter, Maci.

“Being good to people is a wonderful legacy to leave behind.”