our team

Meet the Team

Our Midwestern values are evident in every action we take. We ask our clients the hard questions, get to know their financial trepidations and challenges, and build a comprehensive financial plan that not only lowers hurdles, but provides education and extensive support to see their goals to fruition.

Dean Allen

CFP®

Wealth Advisor

Josh Anderson

Investment Operations Analyst

Joel Baumgarten

CFP®

Wealth Advisor

Michelle Campbell

CFP®

Director of Investment Management

Jeff Clark

CFP®

Wealth Advisor

Lori Classon

Senior Client Service Associate Director of Compliance

Rick Epple

CFP®

Wealth Advisor

Nic Fahrendorff

CFP®

Wealth Advisor

Matt Gulbransen

AWMA®

President

Jared Holt

CFP®

Wealth Advisor

Terra Johnson

CFP®

Partner

Jason Johnson

CFP®, CRPC®

Partner

Ryan Key

CFP®

Wealth Advisor

Lucas Kunde

Director of Operations

Derek Nutter

Partner

Nicole Overman

Client Service Associate

Brian Sarvela

Client Service Associate

Rachel Schwartz

Client Service Associate

Tierney Shay

Senior Client Service Associate

Linda Sheridan

FPQP©

Senior Paraplanner

Sabrina Thacker

Office Coordinator

Mai Thao

Client Service Associate

Lucy Vang

FPQP®

Paraplanner