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: Ames

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Laura Combs, CFP®, MBA

Executive Managing Director

Andra Reason, CPA, CFP®

Sr. Wealth Advisor

Craig Marrs, CFP®, CIMA®, AIF®

Sr. Wealth Advisor

Lucas Schwaller

Lucas Schwaller, CTFA®, CES®

Regional Vice President

Ames, Ann Arbor, Boulder, Branson, Chesterfield, Columbus, Denver, Denver – Tech Center, Frisco, Green Bay, Livonia, Onalaska, Schaumburg, Springfield

Zachery Wingate

Financial Planner

Amanda Reed

Sr. Manager, Client Service

Ames, Branson, Chesterfield, Springfield

Chelsy Nikolish

Client Service Specialist

Haiden Bowman

Director, Client Service

Ames, Bloomington, Boulder, Branson, Chesterfield, Denver, Denver – Tech Center, Frisco, Green Bay, Ketchum, Madison, Omaha, Onalaska, Schaumburg, Spokane, Springfield

Stacie Hostetler

Sr. Client Service Specialist

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