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abbey arends
consultant
west palm beach, fl
abby leach J.D.
albert lea, mn
alisa rolands
operations specialist
amanda arends
brand + communications manager
eden prairie, mn
amy hanke
accounting specialist
ashlyn morales
betsy fugenschuh CFP®
financial consultant
golden, co
brad arends
co-founder & ceo
brandon budd AIF® RICP®
president of retirement services
overland park, ks
brian westemeyer AIF®
brian paulsen
personal CFO
brittany pennington
administrative assistant
bryan sarff CFP®
carla leegaard
client service specialist
lake mills, ia
cathy reinhardt JD CFP®
lawrence, ks
charlie pastor CFP®
christine galkin
controller
claire vallejo
colby cunningham
relationship manager · group insurance
danny hamm CFP®
daryn spies
david busselman CFP®
devin reimer CFP®
pella, ia
emily cole
grant arends AIF®
co-founder & president of retirement services
hazel finch
compliance + client services specialist
jamie dahmen
relationship manager
jared goforth AIF® CPFA®
jarrod ferstl
golden
jeff belton AIF® CPFA®
dallas, tx
jim odegard CEBS
joel twedt ChFC® CLTC®
jonathan perrin CFP®
karen wangsness
kayla foltmer CPFA®
relationship manager · retirement
kenny burkhead III
kevin atnip
kevin dulitz AIF® CRPS®
president of insurance · consultant
kevin mahoney AIF® ERPA® QPA
austin, tx
kyle nelson AIF® CPFA®
landon vander leest
leah odegard
lindsay stout
lindsey langhans
eden prairie
logan tufte
lynn kermes AIF® CPFA® CHSA
mandee smith
mandie scott AIF®
chief operating officer
maranda tufte
marketing manager
matt palmer CFP®
matt stay
matt twedt CFP® CLTC® FSS®
president
megan holland CPFA®
megan taylor
misael herrera-granados
client services specialist
molly magnuson QKA®
nicholas holmes MSL CSCP® AIF®
chief compliance officer
nick austin CPFA®, QKA®
nick ayre
director of athlete management
nick madl CFP®
president · wealth management
nicole dennison
norman st. laurent
paul wick CFA®
cio of retirement services
petros koumantaros CPFA® QKA®
tacoma, wa
rachel arends-dennett CPA
finance process manager
robin vink
sam matheson CFP® CPFA®
scott wightman CFA®
cio of wealth management
sheri teichmann
sue larson
human resources/operations
tanner palmer
relationship manager • insurance
tom krusic CFP® CPC AIF®
tom singsank CGMA
chief financial officer