
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

Sam Nordquist, CMA®
Financial Planner

Cole Schrock
Financial Planner

Andrew Blumenstock
Financial Planner

Joel Meglic
Financial Planner

Cameron Kaska
Financial Planner

Alec Schrock
Paraplanner

Drew Dreier
Paraplanner

Eric Rayer
Client Service

Jacob Richardson, CPA®
Ceritfied Public Accountant

Brandon Smith, MBA
Operations

Carter Tietz
Operations

Carter Brady
Operations

Madisyn Richardson
Office Administrator

Kayla Baugh
Office Administrator

Megan Casselberry
Marketing

Josiah Nordquist
Marketing

Mindy Drayer
Media Host

Grant Burkholder
Intern

Peyton Frey
Intern

Emma Hostetler
Intern
Strategic Partners
Investments

Derek Prusa, CFA, CFP®

Andrew VanDerSchaaf, CPA

Benjamin Webster, CFP®
Estate Planning Attorney
