Joe F. Schmitz Jr., CFP®, ChFC®, CKA® Founder & CEO
Jill Schmitz Executive Assistant
Andy Barton, CFP® Financial Planner
Josh Richardson, CFP®, CKA® Financial Planner
Sarah Schwieterman,
CFP®, CKA® Financial Planner
Sam Nordquist,
CFP®, CKA®, CMA® Financial Planner
Cole Schrock, CFP®, CKA® Financial Planner
Dominic Garris, CFP® Financial Planner
Chase Bennett, CFP® Financial Planner
Cameron Kaska Financial Planner
Lance Schlosser Financial Planner
Alec Schrock Financial Planner
Tyler Nichols Financial Planner
Calisto Reghi Financial Planner
Emma Hostetler Financial Planner
Dylon Woolwine Financial Planner
Owen Bosworth Financial Planner
Mason Studer Financial Planner
Brandon Smith, MBA Client Service
Corey Jordison Client Service
Bella Fredritz Client Service
Hannah Zuniga Client Service
Carter Brady Client Service
Ella Mescher Client Service
Tiago DeJesus Client Service
Keith McEnany, II Client Service
Joe Nicolosi Client Service
James Worthington Client Service
Peyton O’Keefe Client Service
Megan Casselberry Operations
Haley Mast Operations
Carter Tietz Operations
Daniel Baroi Operations
Ethan Severance Operations
Phil Davidson Operations
Emily Handel Operations
Keltie Dreier Operations
Carrington Goff Operations
Cedric Yoder Operations
Tucker Webb Operations
Adam Cooper Operations
Matt Yoder Operations
Andrew Moore Operations
Braeden Bornino Operations
Jackson Ressler Operations
Jake Beck Operations
Nate Heppner Operations
Caden Hewett Operations
Malachi Allsop Operations
Caleb Youngstedt Operations
Kaden Rosebrook Operations
