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: West Des Moines

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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

Kaz Woodward, CFP®

Regional Vice President

Branson, Springfield, Chesterfield, Ames, West Des Moines

Lindsey Starostka

Lindsey Starostka

Client Service Specialist

West Des Moines

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