Meet our Advisory Team

Our unified in-house team across financial planning, investment management, tax, estate, insurance and more—all coordinated by an advisor focused on serving you, not finding new clients.

Search results for:

Location: Ames

Clear All Filters

Laura Combs, CFP®, MBA

Executive Managing Director

Andra Reason, CPA, CFP®

Sr Wealth Advisor, Director

Craig Marrs, CFP®, CIMA®, AIF®

Sr. Wealth Advisor

John Mowery

John Mowery

Wealth Advisor, Director

Bloomington, Ames

Lucas Schwaller

Lucas Schwaller, CTFA®, CES®

Sr. Vice President

Ames, Ann Arbor, Boulder, Branson, Chesterfield, Denver, Denver – Tech Center, Frisco, Green Bay, Livonia, Onalaska, Schaumburg, Springfield

Kaz Woodward, CFP®, CPWA®

Regional Vice President

Branson, Springfield, Chesterfield, Ames, West Des Moines

Zachery Wingate

Financial Planner

Amanda Reed

Sr. Manager, Client Service

Ames, Branson, Chesterfield, Springfield

Chelsy Nikolish

Client Service Specialist

Stacie Hostetler

Sr. Client Service Specialist

Ready to get started?

Explore More

Couple discussing Form 1099-K

Insights

Form 1099-K: Reasons You Might Receive It and How to File It

February 18, 2025

Insights

Financial Love: Building a Strong Financial Future Together

February 14, 2025

Insights

How Strong Is Your Retirement Plan? Take Our Retirement Readiness Quiz

February 13, 2025

Continue Browsing