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
