Joe F. Schmitz Jr., CFP®, ChFC®, CKA®
Founder & CEO
Jill Schmitz
Executive Assistant
Brett Stahl
Financial Planner
Sam Nordquist, CMA®
Financial Planner
Josh Richardson
Financial Planner
Dominic Garris
Financial Planner
Cole Schrock
Financial Planner
Andrew Blumenstock
Financial Planner
Rachel McClure
Client Service Specialist
Brandon Smith, MBA
Operations Lead
Carter Tietz
Operations Specialist
Carter Brady
Operations Specialist
Madisyn Richardson
Office Administrator
Kayla Baugh
Office Administrator
Josiah Nordquist
Content Manager
Mindy Drayer
Media Host