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.

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Location: Ames

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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

Neal Gudmunson, CFP®

Wealth Advisor

Ryan Bly

Ryan Bly, CPFA® CEPA

Wealth Advisor, Retirement Plans

Omaha, Ames, West Des Moines, Chicago, Schaumburg, Bloomington, Minneapolis, Green Bay, Madison, Onalaska, Branson, Chesterfield, Leawood, Springfield

Kaz Woodward, CFP®, CPWA®

Regional Vice President

Branson, Springfield, Chesterfield, Ames, West Des Moines

Kara Dorothy

Kara Dorothy, CAP

Sr. Financial Planner

West Des Moines, Ames

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

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