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: West Des Moines

Clear All Filters

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

Kaz Woodward, CFP®, CPWA®

Regional Vice President

Branson, Springfield, Chesterfield, Ames, West Des Moines

Lindsey Starostka

Lindsey Starostka

Client Service Specialist

West Des Moines

Ready to get started?

Explore More

two financial advisors looking at stocks on monitors

Market Commentary

Investing Opportunities in Chaotic Markets

March 21, 2025

Taxes

Weathering Federal Funding Uncertainty: Proactive Steps for Nonprofit Resilience

March 21, 2025

Insights

Barriers to Giving: Understanding Your Donors’ Motivations and Blockers

March 20, 2025

Continue Browsing