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 Location: Minneapolis

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Laura Combs - Executive Managing Director

Laura Combs, CFP®, MBA

Executive Managing Partner, Head of Women and Wealth

Chicago, Ames, Boulder, Branson, Chesterfield, Denver, Frisco, Granbury, Green Bay, Sun Valley, Madison, Omaha, Onalaska, Plano, Rockwall, Schaumburg, Spokane, Springfield, Denver – Greenwood Village

Andra Reason, CPA, CFP®

Partner

Ames, West Des Moines

Cailin Johnson - Financial Planner

Cailin Johnson, CFP

Associate Wealth Advisor

Charles Schwinck - Financial Planner

Charles Schwinck

Wealth Advisor

Evan Bachman

Evan Bachman, CFP®, AWMA

Wealth Advisor

Jake Meza, CFP®

Wealth Advisor

Jeffrey Lokken

Jeffrey Lokken, CFP^®

Sr. Wealth Advisor

Onalaska, Minneapolis

John Mowery

John Mowery, CFP®, MBA

Principal

Ames, Minneapolis

Jon Kennedy, CFP®, MSFS

Managing Partner, Regis Group

Nancy Hughes - Sr. Wealth Advisor

Nancy Hughes, CFP®, CAP®

Sr. Wealth Advisor

Neal Gudmunson, CFP®, EA

Wealth Advisor

Ryan Bly

Ryan Bly, CPFA®, CEPA. NQPC™

Wealth Advisor, Retirement Plans

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

Lucas Schwaller

Lucas Schwaller, CTFA®, CES®

Managing Director, Community Client Development

Minneapolis, Onalaska, Green Bay, Madison, Schaumburg, Chicago

Kaz Woodward, CFP®, CPWA®

Regional Vice President

Branson, Springfield, Chesterfield, Ames, West Des Moines, Leawood

Mitch Fiereck - Regional Vice President

Mitch Fiereck, CFP®, CRPC®, APMA®

Regional Vice President

Minneapolis, Madison, Green Bay, Onalaska

Colin Watkins - Director, Financial Planning

Colin Watkins, CFP®

Director of Financial Planning, Ascend/Regis

Kara Dorothy

Kara Dorothy, CAP

Sr. Financial Planner

West Des Moines, Ames

Madeline Longo - Sr. Financial Planner

Madeline Longo, CFP®

Wealth Strategist, Ascend

Mark Pletts - Sr. Wealth Advisor

Mark Pletts

Sr. Wealth Advisor

Zachery Wingate - Financial Planner

Zachery Wingate

Wealth Strategist

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