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

Investments

Ryan Detrick

CMT®
Chief Market Strategist

Jessica Golson

CIPM
Senior Vice President, Investments and Trading

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

Todd Knott

Senior Trader

Matthew (Matt) Smith

Senior Trader

Kellie L. Duffy

Senior Trade Operations Analyst

Kaleigh Sanders

Specialist, Trade Operations

Jordan Pieper

Trading Specialist

Advanced Solutions Team

Matt Lewis

CLU®, CLTC®
Vice President, Insurance

Scott Berryman

Director, Trust Solutions

Mike Valenti

CPA, CFP®
Director, Tax Planning

Patrick Carter

CPA
Senior Tax Planner

Beth Schanou

JD
Senior Wealth Planner

Michael Barczak

CFA
Director, Retirement Plans - Investments

Tom Fridrich

JD, CLU, ChFC®
Senior Wealth Planner

Jon Fuller

Manager, Brokerage Solutions

Jody Jackson

Coordinator, AST

Josh Ream

Sr. Specialist, Internal Insurance

Michael Gruidel

CFP®
Wealth Planner

Ryan Egolf

EA
Senior Tax Planner

Thomas Resner

Director, Retirement Operations

Tom Mullen

Senior Tax Planner