
Joe F. Schmitz Jr., CFP®, ChFC®, CKA®
Founder & CEO

Jill Schmitz
Director of Client Services

Josh Richardson
Financial Planner

Sam Nordquist
Financial Planner

Brett Stahl
Financial Planner

Dominic Garris
Financial Planner

Cole Schrock
Financial Planner

Kayla Critchfield
Director of First Impressions

Carter Tietz
Paraplanner

Carter Brady
Operations Specialist

Charlie Klarskov
Marketing Director

Josiah Nordquist
Content Manager
Strategic Partners
Investments

Derek Prusa, CFA, CFP®

Andrew VanDerSchaaf, CPA
