Your Team

Wealth Advisors

Josh Yost

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

Investments

Burt White

Chief Strategy Officer

Ryan Detrick

Chief Market Strategist

Jessica Golson

CIPM
Senior Vice President, Investments and Trading

Patrick Sittner

Director, Portfolio Strategy

Sonu Varghese

Ph.D.
Vice President, Global Macro Strategist

Mike Lawrence

CFA®
Portfolio Manager

Grant Engelbart

CFA®, CAIA®
Vice President, Investment Strategist

Barry Gilbert

CFA®, Ph.D.
Vice President, Asset Allocation Strategist

Research Department

Drew Reisdorff

Senior Trader

Kevin Zlomke

Director of Trading

Jake Bleicher

CFA®
Co-Portfolio Manager

Todd Knott

Senior Institutional Trader

Matthew (Matt) Smith

Senior Trader

Kellie L. Duffy

Senior Trade Operations Analyst

Kaleigh Sanders

Trading Operations Analyst

Jordan Pieper

Trading Specialist

Advanced Solutions Team

Erin Wood

CFP®, CRPC®, FBS®
Senior Vice President, Financial Planning

Mark Petersen

CPA, CFP®
Senior Wealth Planner

Matt Lewis

Vice President, Insurance

Matt Kory

Vice President, Retirement Programs

Scott Berryman

JD
Director, Trust Solutions

Mike Valenti

CPA, CFP®
Director, Tax Planning

Chris Tooker

AIF®, CFP®, CIMA®, CPWA®, MSFS
Retirement Plan Advisor

Patrick Carter

CPA
Senior Tax Planner

Beth Schanou

JD
Senior Wealth Planner

Tom Fridrich

JD, CLU, ChFC®
Senior Wealth Planner

Jon Fuller

Manager, Brokerage Solutions