Joe F. Schmitz Jr., CFP®, ChFC®, CKA®
Founder & CEO
Jill Schmitz
Executive Assistant
Brett Stahl
Financial Planner
Josh Richardson
Financial Planner
Dominic Garris, CFP®
Financial Planner
Amanda Paliska, CFP®, EA
Financial Planner
Casey McCoart
Financial Planner
Sam Nordquist, CMA®
Financial Planner
Cole Schrock
Financial Planner
Andrew Blumenstock
Financial Planner
Joel Meglic
Financial Planner
Cameron Kaska
Financial Planner
Rachel McClure
Client Service Specialist
Eric Rayer
Client Service Specialist
Jacob Richardson, CPA®
Ceritfied Public Accountant
Brandon Smith, MBA
Operations Lead
Carter Tietz
Operations Specialist
Carter Brady
Operations Specialist
Madisyn Richardson
Office Administrator
Kayla Baugh
Office Administrator
Megan Casselberry
Marketing Director
Josiah Nordquist
Content Manager
Mindy Drayer
Media Host
Alec Schrock
Intern
Grant Burkholder
Intern
Peyton Frey
Intern