Keeling Wealth Advisors

Our team is proud to provide a breadth of experience, specialized financial knowledge and elevated level of service to all our clients. We work together to serve your goals and help you meet your financial future with more confidence.


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Team photo for Keeling Wealth Advisors
Team photo for Keeling Wealth Advisors

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Advisors

Advisor photo for Richard J Keeling

Richard J Keeling

CFP®, CRPC, APMA, BFA

Private Wealth Advisor

Chief Executive Officer of Keeling Wealth Advisors
Visit Richard J Keeling's website
Advisor photo for Erin K Ort

Erin K Ort

CFP®, CDFA®, CRPC, APMA

Private Wealth Advisor

Vice President of Keeling Wealth Advisors
Visit Erin K Ort's website
Advisor photo for Jason A Stierman

Jason A Stierman

CFP®, CRPC, APMA, BFA

Financial Advisor

Managing Director of Keeling Wealth Advisors
Visit Jason A Stierman's website
Advisor photo for Colette Gunhus

Colette Gunhus

AAMS, APMA

Financial Advisor

Managing Director of Keeling Wealth Advisors
Visit Colette Gunhus's website
Advisor photo for Jonica Johnson

Jonica Johnson

CFP®, CRPC, APMA

Financial Advisor

Visit Jonica Johnson's website
Advisor photo for Nicole C Schmelzer

Nicole C Schmelzer

BFA, CRPC, APMA

Associate Financial Advisor

Visit Nicole C Schmelzer's website
Advisor photo for Karla Wellik

Karla Wellik

APMA

Associate Financial Advisor

Visit Karla Wellik's website
Advisor photo for Emily Calvert

Emily Calvert

CFP®, APMA

Associate Financial Advisor

Visit Emily Calvert's website


Team

Jeffrey Gustafson

Jeffrey Gustafson

Operations Director

Riley Lindholm

Riley Lindholm

Operations Manager

Megan Niffenegger

Megan Niffenegger

Practice Manager

Kelsey Havel

Kelsey Havel

Financial Planning Analyst

Emily Miller

Emily Miller

Financial Planning Assistant

Savannah Halva

Savannah Halva

Financial Planning Assistant

Rylee Wehrle

Rylee Wehrle

Client Service Manager

Heather Schouten

Heather Schouten

Client Service Specialist

Erica DeGeest

Erica DeGeest

Client Service Specialist

Lailah Corrigan

Lailah Corrigan

Client Service Specialist

Kim Young

Kim Young

Office Manager

Renie Neuberger

Renie Neuberger

Office Manager

Rachel Klett

Rachel Klett

Executive Assistant