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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Laura Combs, CFP®, MBA

Executive Managing Director

Jeannie Seabaugh

Sr. Wealth Advisor

John Stobbs, CPA, PFS, MBA

Sr. Wealth Advisor

Nick McDowell, CFP®

Wealth Advisor

Chesterfield, Springfield

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

Amanda Reed

Sr. Manager, Client Service

Ames, Branson, Chesterfield, Springfield

Gregory Dunn

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

Susan Feiste

National Sr. Client Service Specialist

Douglas Gilbert

Douglas Gilbert

SVP, Channel Sales

Boulder, Chesterfield, Denver, Denver – Tech Center, Omaha, Schaumburg

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