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, CFP® Financial Planner
Chase Bennett, CFP® 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
Owen Bosworth Financial Planner
Jacob Richardson Certified Public Accountant
Brandon Smith, MBA Client Service
Eric Rayer Client Service
Corey Jordison Client Service
Kayla Baugh Client Service
Jackson Stage Client Service
Tiago DeJesus Paraplanner
Hayden Hanson Paraplanner
Hannah Zuniga Office Administrator
Madisyn Richardson Office Administrator
Megan Casselberry Operations & HR
Carter Tietz Operations
Carter Brady Operations
Emily Handel Operations
Keltie Dreier Operations
Mindy Drayer Media Host
Devin Dreier Intern
Danny Hido Intern
Cedric Yoder Intern
Anders Christianson Intern
Tucker Webb Intern
Matt Yoder Intern
Reece Page Intern
Andrew McDowell Intern
Grady Baugh Intern
