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
Sarah Schwieterman, CFP®
Financial Planner
Sam Nordquist, CMA®
Financial Planner
Cole Schrock
Financial Planner
Andrew Blumenstock
Financial Planner
Joel Meglic
Financial Planner
Cameron Kaska
Financial Planner
Hunter Sutyak
Financial Planner
Alec Schrock
Financial Planner
Drew Dreier
Financial Planner
Tyler Nichols
Financial Planner
Cal Reghi
Financial Planner
Jacob Richardson, CPA®
Ceritfied Public Accountant
Emma Hostetler
Paraplanner
Colin Neighbor
Paraplanner
Brandon Smith, MBA
Operations
Carter Tietz
Operations
Carter Brady
Operations
Bethany Buenger
Operations
Madisyn Richardson
Office Administrator
Kayla Baugh
Office Administrator
Megan Casselberry
Marketing & HR
Josiah Nordquist
Marketing
Addison Karger, MBA
Marketing
Mindy Drayer
Media Host
Eric Rayer
Client Service
Corey Jordison
Client Service
Owen Bosworth
Intern
Devin Dreier
Intern
Strategic Partners
Investments
Derek Prusa, CFA, CFP®
Andrew VanDerSchaaf, CPA
Benjamin Webster, CFP®
Estate Planning Attorneys
Richard Bechtol
