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:

Midwest: Iowa

Clear All Filters

Laura Combs, CFP®, MBA

Executive Managing Director

Andra Reason, CPA, CFP®

Sr. Wealth Advisor

Craig Marrs, CFP®, CIMA®, AIF®

Sr. Wealth Advisor

John Mowery

John Mowery

Wealth Advisor

Bloomington, Ames

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

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®

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

Lindsey Starostka

Lindsey Starostka

Client Service Specialist

West Des Moines

Stacie Hostetler

Sr. Client Service Specialist

Ready to get started?

Explore More

Man thinking about Bitcoin being an Investable Asset

Insights

Is Bitcoin an Investable Asset? Not Yet: Insights From Our CIO

January 17, 2025

Insights

Handling Home Expenses After a Fire

January 17, 2025

Insights

Support for LA Fire Victims – Share With Friends and Family

January 16, 2025

Continue Browsing