Joe F. Schmitz Jr., CFP®, ChFC®, CKA®
Founder & CEO
Jill Schmitz
Executive Assistant
Andy Barton, CFP®
Financial Planner
Josh Richardson, CFP®, CKA®
Financial Planner
Dominic Garris, CFP®
Financial Planner
Sarah Schwieterman, CFP®
Financial Planner
Sam Nordquist, CFP®, CMA®
Financial Planner
Cole Schrock
Financial Planner
Andrew Blumenstock
Financial Planner
Cameron Kaska
Financial Planner
Lance Schlosser
Financial Planner
Alec Schrock
Financial Planner
Drew Dreier
Financial Planner
Tyler Nichols
Financial Planner
Calisto Reghi
Financial Planner
Emma Hostetler
Financial Planner
Cole Filer
Financial Planner
Chase Bennett
Financial Planner
Jacob Richardson, CPA®
Certified Public Accountant
Eric Rayer
Client Service
Corey Jordison
Client Service
Brandon Smith, MBA
Operations
Carter Tietz
Operations
Carter Brady
Operations
Bethany Buenger
Operations
Madisyn Richardson
Office Administrator
Josiah Nordquist
Marketing
Kayla Baugh
Office Administrator
Megan Casselberry
Marketing & HR
Haley Mast
HR
Keltie Dreier
Marketing
Emily Handel
Marketing
Mindy Drayer
Media Host
Owen Bosworth
Intern
Tiago DeJesus
Intern
Hayden Hanson
Intern
Devin Dreier
Intern
Chuck Collier
Intern
Cameron Gatsch
Intern
Strategic Partners
Investments
Derek Prusa, CFA, CFP®
Andrew VanDerSchaaf, CPA
