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 - 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

John Mowery

John Mowery, CFP®, MBA

Principal

Ames, Minneapolis

Lauren Kaniuk

Lauren Kaniuk, CFP®

Wealth Advisor

West Des Moines

Matt Busick

Matt Busick, CFP®, CRPC®

Sr. Wealth Advisor

West Des Moines

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

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

Zachery Wingate - Financial Planner

Zachery Wingate

Wealth Strategist

Amanda Reed

Sr. Manager, Client Service

Ames, Branson, Chesterfield, Springfield

Chelsy Nikolish

Sr. 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

A dentist with a patient

Insights

Wealth Management FAQs for Dentists

February 3, 2026

Tax Planning

Tax Scams to Watch in 2026

February 2, 2026

Family & Health

Tax-Free Gifting in 2026: What Financial Givers Should Know

January 28, 2026

Continue Browsing