All
All
Advisory
Client Services
Executives & Board of Directors
Financial Planning
Investments
Operations
Brandon Roop, CFP®, CRPS®
VP of Investment Advisory & Senior Investment Advisor
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Beth Dietsch, CRPC®, FPQP™
Senior Investment Advisor
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Kyle Markle, CFP®
Chief Investment Officer & Senior Investment Advisor
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J.K. Keach, ChFC®
Senior Investment Advisor
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Blake Alsman, CFP®
Senior Investment Advisor
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Jason Hall, ChFC®
Senior Investment Advisor
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Ron Patberg, CFP®
Senior Investment Advisor
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Warren Ward, CFP®
Senior Investment Advisor
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Kira Vaal, CFP®, CRPC®
Lead Investment Advisor
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Alex Spainhoward, CFP®, RICP®, CDFA®
Lead Investment Advisor
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Derek Riddle, CRPC®, CFP®
Lead Investment Advisor
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Jordan Whitledge, CFA, CFP®
Lead Investment Advisor
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Matt Gladbach, CFP®
Lead Investment Advisor
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Leeanne Lollar, CFP®
Lead Investment Advisor
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Alan Van Cleef, CFP®
Lead Investment Advisor
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Kyle Dodd
Lead Investment Advisor
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Marcus Bloom, CRPC®
Investment Advisor
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Marty Coursey, CFP®
Investment Advisor
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Braden Herendeen, CFP®
Investment Advisor
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Bryce Turner, CFP®
Investment Advisor
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Mike Hull
Chairman of the Board
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Sarah Moore, CFP®
President & CEO
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Greg Donaldson
Founder & Board Member
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Steve Nichols
Board Member
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Joe Zabratanski
Chief Investment Officer & Senior Investment Advisor
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Ciavon Hartman, FPQP™
Chief Operations Officer & Chief Compliance Officer
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Randy Alsman
Senior Investment Advisor
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Marvin Wright, CPA, CFP®
Board Member
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Matthew Wright, CPA
Chief Financial Officer
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Sharon Reed-Walker
Board Member
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Kate Doerksen
Board Member
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Drew Runion
Board Member
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Mollie Caldwell, FPQP™
Associate Investment Advisor
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Chris Gorbett
Associate Investment Advisor
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Christopher Corcoran
Associate Investment Advisor
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Isaiah Dunham
Associate Investment Advisor
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Chad Lange, CFP®
Director of Wealth Solutions
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Zach Chavira, C(k)P®, AIF®
Retirement Plan Lead Advisor - Team Lead
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Collin Brinker, CFP®, ABFP™
Senior Financial Planner
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Kevin Coombs, CFP®
Lead Financial Planner - Team Lead
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April Bullard
April Bullard, Wealth Solutions Associate in Atlanta, Georgia
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Priscilla Birt, CFP®
Lead Financial Planner
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Jace Stieler, CFP®
Wealth Solutions Associate
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Gray Long
Wealth Solutions Associate
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Jessica Klostermann, FPQP™
Director of Client Services
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Ellen Rogier, FPQP™
Executive Client Services Manager
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Stephanie Bonenberger, FPQP™
Client Services Team Lead
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Hope Mills, FPQP™
Client Services Associate
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Charlotte Smith, FPQP™
Client Services Associate
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Vickie Colford, FPQP™
Senior Client Services Manager & First Impressions Manager
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Jodie Chapman, FPQP™
Senior First Impressions Manager
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Lynn Muehlbauer
Client Services Associate
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Meghan Axton, FPQP™
Client Services Associate
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Nathan Winklepleck, CFA
Portfolio Manager & Analyst
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Preston May, CBE®
Assistant Portfolio Manager and Analyst
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Bryce Duncan
Research Analyst
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Colby Decker, LSSGB™
Director of Investment Operations
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Matt Bernhardt, FPQP™, AIF®
Senior Trading Specialist
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Andrew Richmond
Senior Trading Specialist
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Neal Quick
Trading Specialist
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Tom Roberts
Trading Associate
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Kyler Wagner
Trading Associate
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Olivia Barton, FPQP™
Portfolio Accounting & Billing Associate
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Lauren Chavira, CPA
Accounting Specialist
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Jennifer Decker, FPQP™, 16pf®, ACS-CF®
Director of Human Relations
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Jenna Wasson, FPQP™
CRM Systems Administrator
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Sara Williams, A-CSM®
Director of Communications
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