Our Team

Team Members In

Advisory Team

Andrew Hosbach

Wealth Management Analyst

Matthew Jaeger

CFP®

Associate Director, Wealth Advisor

Jenna Johnson

RICP®

Senior Director, Wealth Advisor

Shandon Johnson

CFP®

Director, Wealth Advisor

Logan Johnson

Associate, Wealth Management Analyst

Michael Kelley

Vice President, Associate Advisor Group Lead

Laura Kiick

CFP®, EA

Vice President, Wealth Advisor

Aaron Klein

CFP®

Director, Wealth Advisor

Jason Kley

CFP®, AIF®, MBA

Vice President, Associate Advisor Group Lead

Lucas Klosterman

Senior Associate, Associate Wealth Advisor

Gerry Knotek

CFP®, CPA/PFS, CGMA®, IACCP®

Executive Vice President, Advisor Group Lead

Ryan Koler

CFP®

Associate Director Wealth Advisor

Cody Koletic

CFP®

Senior Director, Wealth Advisor

Claude Koontz

CFA

Senior Vice President, Wealth Advisor

Nick Krakosky

CFP®

Senior Director, Wealth Advisor