real people.
smart advice.
big impact.
We believe in doing smart with heart.
Our team of advisors, consultants, service specialists, and behind-the-scenes problem-solvers is united by one goal: helping people make better decisions with their money. Whether we’re designing benefit plans, walking through investment strategies, or answering everyday questions, we’re here to show up, listen well, and deliver real value—every step of the way.
consultant
abby leach J.D.
albert lea, mn
director of investment research
alex jantsch CFA® CAIA
overland park, ks
operations specialist
alisa rolands
albert lea, mn
client service specialist
amanda vandenhuevel
albert lea, mn
accounting specialist
amy hanke
albert lea, mn
consultant
ashlyn morales
albert lea, mn
client service specialist
ava reicherter
overland park, ks
financial consultant
ben easters
overland park, ks
financial consultant
betsy fugenschuh CFP®
golden, co
controller
bill wagemaker
overland park, ks
co-founder & ceo
brad arends
albert lea, mn
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president of retirement services
brandon budd AIF® RICP®
overland park, ks
personal CFO
brian paulsen CEPA®
overland park, ks
financial consultant
brian westemeyer AIF®
overland park, ks
administrative assistant
brittany pennington
overland park, ks
personal CFO
bryan sarff CFP® CEPA®
overland park, ks
client service specialist
carla leegaard
lake mills, ia
financial consultant
cathy reinhardt JD CFP®
lawrence, ks
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client service specialist
charlene sukhram
stockton, ca
financial consultant
chris whittaker
golden, co
controller
christine galkin
eden prairie, mn
relationship manager · group insurance
colby cunningham
albert lea, mn
financial consultant
connie mccleary-geiger
pella, ia
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financial consultant
danny hamm CFP®
lawrence, ks
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consultant
daryn spies
albert lea, mn
financial consultant
david busselman CFP®
eden prairie, mn
financial consultant
devin reimer CFP®
pella, ia
consultant
diana rice
lone stone, tx
client service specialist
erica barrier
overland park, ks
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administrative assistant
gayle brownlow
albert lea, mn
client service specialist
grace doole
lawrence, ks
co-founder + board member
grant arends
overland park, ks
compliance + client services specialist
hazel finch
overland park, ks
client service specialist
isaac letsch
lawrence, ks
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relationship manager • insurance
jacob deibele
eden prairie, mn
relationship manager • insurance
jake reiter
eden prairie, mn
relationship manager
jamie dahmen
albert lea, mn
financial consultant
jared goforth AIF® CPFA®
albert lea, mn
financial consultant
jeff belton AIF® CPFA®
dallas, tx
consultant
jessie aujla
stockton, ca
consultant
jim odegard CEBS
eden prairie, mn
financial consultant
joel twedt ChFC® CLTC®
lake mills, ia
financial consultant
jonathan duggan AIF®
albert lea, mn
financial consultant
jonathan perrin CFP®
overland park, ks
consultant
kaden evans
overland park, ks
client service specialist
karen wangsness
lake mills, ia
executive assistant
kayla ardini
albert lea, mn
personal CFO
kenny burkhead III CEPA®
overland park, ks
financial consultant
kevin atnip
albert lea, mn
president of insurance · consultant
kevin dulitz AIF® CRPS®
albert lea, mn
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financial consultant
kevin mahoney AIF® ERPA® QPA
austin, tx
financial consultant
kyle nelson AIF® CPFA®
albert lea, mn
financial consultant
landon vander leest
pella, ia
client service specialist
lauren brownlow
albert lea, mn
administrative assistant
leah odegard
eden prairie, mn
financial consultant
lindsay stout
pella, ia
systems and operations specialist
logan tufte
albert lea, mn
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consultant
lynn kermes AIF® CPFA® CHSA
albert lea, mn
director of client services
mandee smith
albert lea, mn
chief operating officer
mandie scott AIF®
overland park, ks
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director of marketing
maranda tufte
albert lea, mn
financial consultant
matt palmer CFP®
albert lea, mn
financial consultant
matt stay
lake mills, ia
president
matt twedt CFP® CLTC®
albert lea, mn
financial consultant
megan holland CPFA®
pella, ia
administrative assistant
megan taylor
lawrence, ks
financial consultant
misael herrera-granados
overland park, ks
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financial consultant
molly magnuson QKA® CPFA®
overland park, ks
client service specialist
morgan jackson
overland park, ks
chief compliance officer
nicholas holmes MSL CSCP® AIF®
golden, co
consultant
nick austin CPFA®, QKA®
albert lea, mn
director of athlete management
nick ayre
overland park, ks
president · wealth management
nick madl CFP®
overland park, ks
client service specialist
nicole dennison
albert lea, mn
financial consultant
norman st. laurent
lawrence, ks
financial consultant
paul duggan CFP®
winter park, fl
cio of retirement services
paul wick CFA®
eden prairie, mn
financial consultant
peter duggan CPFA®
winter park, fl
financial consultant
petros koumantaros CPFA® QKA®
tacoma, wa
finance process manager
rachel dennett CPA
overland park, ks
client service specialist
ramsey brown
overland park, ks
rob mastel CFP® CPFA CEBS
client service specialist
robin vink
pella, ia
financial consultant
sam matheson CFP® CPFA®
eden prairie, mn
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cio of wealth management
scott wightman CFA®
overland park, ks
administrative assistant
sheri teichmann
lawrence, ks
administrative assistant
skylar kelly
overland park, ks
human resources generalist
sue larson
albert lea, mn
relationship manager • insurance
tanner palmer
eden prairie, mn
financial consultant
tolen teigen AEP® CFA® CFP®
albert lea, mn
financial consultant
tom krusic CFP® CPC AIF®
golden, co
chief financial officer
tom singsank CGMA