FORM
CRS
who we are
what we do
how we do it
let's connect
it's not just a team, we are a growing population who found a smarter way.
brains
pick our
alisa rolands
operations specialist
albert lea, mn
amanda arends
director of marketing
eden prairie, mn
amy hanke
accounting specialist
andrea knaebel
compliance supervision specialist
overland park, ks
ashlyn morales
medicare consultant · relationship manager
betsy cox CFP®
financial consultant
golden, co
brad arends
co-founder & ceo
brandon budd AIF® RICP®
consultant
brian forneris CRPS® AIF® QKA®
cleveland, oh
brian westemeyer AIF®
senior consultant
carla leegaard
office manager
lake mills, ia
cathy reinhardt JD CFP®
lawrence, ks
charlie pastor CFP®
claire harvey
client service specialist
colby cunningham
relationship manager · group insurance
danny hamm CFP®
daryn spies
group benefits consultant
david busselman CFP®
personal financial wellness consultant
devin reimer CFP®
personal financial management consultant
pella, ia
grant arends AIF®
co-founder & president of retirement services
jamie dahmen
relationship manager
jared goforth AIF®
relationship manager - retirement
jeff belton AIF® CPFA™
dallas, tx
jeff thorstad
graphics and web development
jim odegard CEBS
joel twedt ChFC® CLTC®
financial advisor
jonathan perrin CFP®
karen wangsness
administrative assistant
kayla foltmer
relationship manager · retirement
kevin dulitz AIF® CRPS®
vice president of employee benefits
landon vander leest
leah odegard
relationship manager - group insurance
lindsay stout
logan tufte
lynn kermes AIF® CPFA™
mandee smith
mandie scott AIF®
maranda tufte
marketing and project strategist
matt palmer
matt twedt CFP® CLTC® FSS®
president
matt stay
personal financial management advisor
megan taylor
megan holland CPFA™
molly magnuson QKA®
nicholas holmes CSCP® AIF®
chief compliance officer
nick madl CFP®
president - personal financial management
nick austin CPFA™, QKA®, CHSA
nick ayre
director of athlete management
nicole honsey
client support · front desk manager
norman st. laurent CFP®
paul wick CFA®
cio of retirement services
petros koumantaros CPFA™ QKA®
tacoma, wa
robin vink
client support specialist
sam matheson CFP® CPFA™
scott wightman CFA®
cio of personal financial management
sheri teichmann
sue larson
human resources/operations
tom singsank CGMA
chief financial officer
tom krusic CFP® CPC AIF®