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: West Des Moines

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Andra Reason, CPA, CFP®

Sr Wealth Advisor, Director

Ames, West Des Moines

Lauren Kaniuk

Lauren Kaniuk, CFP®

Wealth Advisor

West Des Moines

Matt Busick

Matt Busick, CFP®, CRPC®

Sr. Wealth Advisor

West Des Moines

Randy Von Fumetti

Randy Von Fumetti

Sr. Wealth Advisor

West Des Moines

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

Kaz Woodward, CFP®, CPWA®

Regional Vice President

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

Kara Dorothy

Kara Dorothy, CAP

Sr. Financial Planner

West Des Moines, Ames

Lindsey Starostka

Lindsey Starostka

Client Service Specialist

West Des Moines

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Creative professional working together

Tax Planning

Tax Planning for Creative Professionals: Simplifying Tax Complexities

December 18, 2025

Tax Planning

Is Social Security Taxed in 2026? What Retirees Need To Know About New Rules

December 18, 2025

Investment Management

Investing in Secondaries in Private Markets

December 16, 2025

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