Our Team

Team Members In

Advisory Team

Ryan Heider

MBA

Vice President, Wealth Advisor

Andrew Hogan

Associate Director, Wealth Advisor

Will Holz

MBA

Associate Director, Wealth Advisor

Andrew Hosbach

Wealth Management Analyst

Matthew Jaeger

CFP®

Associate Director, Wealth Advisor

Jenna Johnson

RICP®

Vice President, 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

Caroline Kirsch

Associate Director, Associate 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