Meet the Peak Retirement Team

team-pic
Joe Schmitz

Joe F. Schmitz Jr., CFP®, ChFC®, CKA®

Founder & CEO

Jill Schmitz

Jill Schmitz

Executive Assistant

Brett Stahl

Brett Stahl

Financial Planner

Sam Nordquist

Sam Nordquist, CMA®

Financial Planner

Josh Richardson

Josh Richardson

Financial Planner

Dominic Garris

Dominic Garris

Financial Planner

Cole Schrock

Cole Schrock

Financial Planner

andrew-headshot1

Andrew Blumenstock

Financial Planner

rachel-headshot-1

Rachel McClure

Client Service Specialist

FB747068-17FA-49A3-9FCF-C9CFC851D137

Brandon Smith, MBA

Operations Lead

Carter Tietz

Carter Tietz

Operations Specialist

Carter Brady

Carter Brady

Operations Specialist

Charlie Klarskov

Charlie Klarskov

Marketing Director

Madisyn-Richardson

Madisyn Richardson

Office Administrator

Kayla Critchfield

Kayla Critchfield

Office Administrator

Josiah Nordquist

Josiah Nordquist

Content Manager

Mindy Drayer

Mindy Drayer

Media Host

Strategic Partners

Investments

Derek Prusa

Derek Prusa, CFA, CFP®

Andrew VanDerSchaaf

Andrew VanDerSchaaf, CPA

Benjamin Webster

Benjamin Webster, CFP®

Estate Planning Attorney

richard

Richard Bechtol

Call Now Button