Your Team

Wealth Advisors

Josh Yost

AIF®, PPC®, CRPS
President and Wealth Advisor

Mark Stritt

CPFA®
Wealth Advisor and 401K Specialist

Leslie Schroeder

Wealth Advisor

Mike Walenz

Wealth Advisor

Tami Heinrichs

CPA
Wealth Advisor

Sarah James

CPA
Wealth Advisor

Ronnett Kitten

CPA, CRPC®
Wealth Advisor

Nicole George

Wealth Advisor

Peter Lainson

Wealth Advisor

Client Services

Tami Kohmetscher

Client Service Associate

Curt Bolte

Client Service Associate

Maggie Kothe

CPA
Client Service Associate

Jessi Hamburger

Client Service Associate

Natalie South

Client Service Associate