Our Team

Team Members In

Advisory Team

Matthew Jaeger

CFP®

Associate Director, Wealth Advisor

Jenna Johnson

RICP®

Senior Director, Wealth Advisor

Shandon Johnson

CFP®

Director, Wealth Advisor

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