Joe F. Schmitz Jr., CFP®, ChFC®, CKA®
Founder & CEO
Jill Schmitz
Executive Assistant
Andy Barton, CFP®
Financial Planner
Josh Richardson, CFP®
Financial Planner
Dominic Garris, CFP®
Financial Planner
Sam Nordquist, CMA®
Financial Planner
Cole Schrock
Financial Planner
Andrew Blumenstock
Financial Planner
Joel Meglic
Financial Planner
Cameron Kaska
Financial Planner
Alec Schrock
Paraplanner
Drew Dreier
Paraplanner
Eric Rayer
Client Service
Jacob Richardson, CPA®
Ceritfied Public Accountant
Brandon Smith, MBA
Operations
Carter Tietz
Operations
Carter Brady
Operations
Madisyn Richardson
Office Administrator
Kayla Baugh
Office Administrator
Megan Casselberry
Marketing
Josiah Nordquist
Marketing
Mindy Drayer
Media Host
Grant Burkholder
Intern
Peyton Frey
Intern
Emma Hostetler
Intern
Strategic Partners
Investments
Derek Prusa, CFA, CFP®
Andrew VanDerSchaaf, CPA
Benjamin Webster, CFP®
Estate Planning Attorney
