Joe F. Schmitz Jr., CFP®, ChFC®, CKA® Founder & CEO
Jill Schmitz Executive Assistant
Andy Barton, CFP® Financial Planner
Josh Richardson, CFP®, CKA® Financial Planner
Sarah Schwieterman, CFP® Financial Planner
Sam Nordquist, CFP®, CMA® Financial Planner
Cole Schrock, CFP® Financial Planner
Dominic Garris, CFP® Financial Planner
Chase Bennett, CFP® Financial Planner
Cameron Kaska Financial Planner
Lance Schlosser Financial Planner
Alec Schrock Financial Planner
Tyler Nichols Financial Planner
Calisto Reghi Financial Planner
Emma Hostetler Financial Planner
Cole Filer Financial Planner
Owen Bosworth Financial Planner
Brandon Smith, MBA Client Service
Eric Rayer Client Service
Corey Jordison Client Service
Kayla Baugh Client Service
Hannah Zuniga Client Service
Carter Brady Client Service
Ella Mescher Client Service
Joe Nicolosi Client Service
Keith McEnany Client Service
James Worthington Client Service
Tiago DeJesus Paraplanner
Hayden Hanson Paraplanner
Megan Casselberry Operations
Haley Mast Operations
Carter Tietz Operations
Emily Handel Operations
Keltie Dreier Operations
Mindy Drayer Media Host
Peak Retirement Planning Interns
Danny Hido Intern
Cedric Yoder Intern
Tucker Webb Intern
Matt Yoder Intern
Reece Page Intern
Philip Davidson Intern
Andrew Moore Intern
Braeden Bornino Intern
Carrington Goff Intern
Gavin Etzler Intern
Jackson Ressler Intern
Jake Beck Intern
Nate Heppner Intern
Caden Hewett Intern
