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:

Market: Iowa

Clear All Filters

Laura Combs, CFP®, MBA

Executive Managing Director

Andra Reason, CPA, CFP®

Sr. Wealth Advisor

Craig Marrs, CFP®, CIMA®, AIF®

Sr. Wealth Advisor

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

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

Lindsey Starostka

Lindsey Starostka

Client Service Specialist

West Des Moines

Stacie Hostetler

Sr. Client Service Specialist

Ready to get started?

Explore More

Parent Helping Teen Build a Strong Credit History

Insights

A Gift That Lasts a Lifetime: Help Your Teen Build a Strong Credit History

December 17, 2024

Insights

Planning for Retirement as a Stay-at-Home Spouse

December 16, 2024

Insights

6 Proven Habits for a Financially Secure Retirement

December 12, 2024

Continue Browsing