Keeling Wealth Advisors

Our team is built on a shared commitment to putting people first. We take a family-centered approach—not only in how we care for our clients, but in how we support one another.

We’re a group of dedicated, approachable professionals who work together to deliver thoughtful, personalized financial planning. By staying aligned in our values and focused on doing what’s best for our clients, we aim to create a supportive experience that feels both meaningful and lasting.

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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 Keeling

Richard Keeling

CFP®, CRPC, APMA®, BFA

Private Wealth Advisor

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

Erin Ort

CFP®, CDFA®, CRPC, APMA®

Private Wealth Advisor

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

Jason Stierman

CFP®, BFA, CRPC, APMA®

Private Wealth Advisor

Vice President of Keeling Wealth Advisors
Visit Jason Stierman's website
Advisor photo for Jonica Ewald

Jonica Ewald

CFP®, BFA, CRPC, APMA®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER® professional
Visit Jonica Ewald's website
Advisor photo for Colette Gunhus

Colette Gunhus

AAMS®, APMA®

Financial Advisor

ACCREDITED PORTFOLIO MANAGEMENT ADVISOR™
Visit Colette Gunhus's website
Advisor photo for Erik Swanson

Erik Swanson

CRPC

Financial Advisor

Vice President of Keeling Wealth Advisors
Visit Erik Swanson's website
Advisor photo for Karla Wellik

Karla Wellik

APMA®

Financial Advisor

ACCREDITED PORTFOLIO MANAGEMENT ADVISOR™
Visit Karla Wellik's website
Advisor photo for Tony Conroy

Tony Conroy

APMA®

Financial Advisor

ACCREDITED PORTFOLIO MANAGEMENT ADVISOR™
Visit Tony Conroy's website
Advisor photo for Emily Calvert

Emily Calvert

CFP®, APMA®

Financial Advisor

CERTIFIED FINANCIAL PLANNER® professional
Visit Emily Calvert's website
Advisor photo for Katy Flom

Katy Flom

CFP®

Financial Advisor

CERTIFIED FINANCIAL PLANNER® practitioner
Visit Katy Flom's website
Advisor photo for Savannah Halva

Savannah Halva

APMA®

Associate Financial Advisor

ACCREDITED PORTFOLIO MANAGEMENT ADVISOR™
Visit Savannah Halva's website
Advisor photo for Catherine Cooper

Catherine Cooper

APMA®

Associate Financial Advisor

ACCREDITED PORTFOLIO MANAGEMENT ADVISOR™
Visit Catherine Cooper's website


Team

Jeffrey Gustafson, CFP®, CRPC™

Jeffrey Gustafson, CFP®, CRPC™

Operations Director,

Chief Operating Officer of Keeling Wealth Advisors

Personal Intro

  • Jeff lives in the southwest suburbs of Minneapolis with his wife and kids, where they enjoy anything that gets them out on the lake.
  • He is a competitive 3-event water skier, show skier, and Ironman finisher.
  • Jeff mentors with the local high school, volunteers on several boards including the PTO, and (perhaps most importantly), is a dance dad, basketball mentor, and swim instructor.

Qualifications

  • Certified Financial Planner

  • Chartered Retirment Planning Counselor

  • University of Wisconsin - Madison (BA in Economics)

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Christy Naegely, BFA™

Christy Naegely, BFA™

Business Development Director,

Vice President of Keeling Wealth Advisors

Personal Intro

  • Christy lives in Minnesota with her husband, son, and their dog.
  • Outside of work, she enjoys staying active through workouts and long walks with her dog, as well as reading, traveling, and attending concerts.
  • Most of all, she loves spending time with her family and chasing around her energetic son.

Qualifications

  • Behavioral Financial Advisor

  • B.S. in Child Development and Family Science; Minors: Business, Criminal Justice

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Riley Lindholm, APMA™

Riley Lindholm, APMA™

Operations Manager

Personal Intro

Riley enjoys:

  • golfing,
  • being outside,
  • traveling,
  • and of course, spending time with his wife.

Qualifications

  • B.S. Finance from Drake University

  • ACCREDITED PORTFOLIO MANAGMENT ADVISOR™

  • Series 7

  • Series 63

  • Series 65

  • Life, Accident & Health Insurance Licenses

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Megan Niffenegger

Megan Niffenegger

Practice Manager

Personal Intro

  • Megan loves spending time with her husband, three kids, and goldendoodle, Ringo - whether they are traveling, exploring the outdoors, or relaxing at home.
  • Some favorite memories are family camping trips and lake vacations to Clear Lake, Iowa which holds a special place in her heart.
  • She is a lifelong book lover, enjoys cooking, being creative, and thrifting.
  • Finding joy and connection in all she does is her true passion.

Qualifications

  • Bachelors of Science from Iowa State University

  • Series 7 and 66

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Kelsey Havel

Kelsey Havel

Investment Operations Manager

Personal Intro

  • In her free time, Kelsey loves reading, exploring state and national parks, crocheting, baking, and spending time in the sun.
  • She is always up for an adventure but equally enjoys spending time at home with her (naughty) cat, Sammy.

Qualifications

  • B.S. Financial Counseling and Planning - Iowa State University

  • Series 7

  • Series 66

  • Life, Accident & Health Insurance Licenses

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Michelle Shaji

Michelle Shaji

Investment Operations Coordinator

Personal Intro

  • Michelle is rooted in both India and the Midwest, where she was raised between Vadodara and Madison, Wisconsin.
  • She has been dancing since age five and holds a BA in Bharatanatyam, a classical Indian dance form
  • She thoroughly enjoys creating new pieces and exploring new styles of dance.

Qualifications

  • B.S. Personal Finance: Financial Planning and Data Science - University of Wisconsin-Madison

  • Series 7

  • Series 66

  • Life, Accident, & Health Insurance Licenses

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Rylee Wehrle

Rylee Wehrle

Client Service Manager

Personal Intro

  • When not working, you can usually find Rylee our on her acreage riding the horses or caring for her little zoo of animals.
  • Often, she can be found with a good cup of coffee in hand, especially in the early mornings.
  • Most importantly, she cherishes spending time with her family and building memories with them.

Qualifications

  • B.S. in Financial Counseling and Planning, Iowa State University

  • A.A.S in Business Administration, DMACC

  • Public Notary

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Heather Schouten

Heather Schouten

Client Service Senior Coordinator

Personal Intro

  • Heather's family is very active with baseball and softball.
  • Her kids both play on year-round travel teams and her husband and her play in two coed slow-pitch leagues.
  • When not on the field, they like to spend time on the water boating with friends and spending time with family.

Qualifications

  • Associates Degree in Business Administration from Des Moines Area Community College

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Erica DeGeest

Erica DeGeest

Client Service Senior Coordinator,

Training & Development Coordinator

Personal Intro

  • Erica lives in Des Moines with her husband and four kids.
  • In her free time, she enjoys exploring new coffee shops and visiting different parks with her kids.
  • For five years, she proudly served in the United States Army as a combat photographer and videographer, gaining a unique perspective on storytelling.

Qualifications

  • United States Army

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Maggie Mixdorf

Maggie Mixdorf

Client Service Senior Coordinator

Personal Intro

  • Maggie has a 7-year-old Husky/Australian Cattle Dog Mix.
  • She loves anything Iowa State athletics and when she is not in the office, you can probably find her at a game!

Qualifications

  • B.S. in Kinesiology and Public Health - Iowa State University

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Tory Loney

Tory Loney

Marketing Manager

Personal Intro

  • Tory lives in southern Iowa with her husband, daughter, and three dogs.
  • She enjoys going to Orangetheory Fitness, using her embroidery machine, and reading.
  • Often you can find her racking up airline miles or singing at the top of her lungs at concerts.

Qualifications

  • B.S. in Event Management with minor in Hospitality Management - Iowa State University

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Kim Young

Kim Young

Practice Manager,

Office Manager

Personal Intro

Kim loves spending her time outside of work:

  • at the lake
  • with family and friends
  • exercising
  • shopping
  • cheering on the Iowa Hawkeyes

Qualifications

  • Associates Degree - Des Moines Area Community College

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Danielle Monson

Danielle Monson

Office Manager

Personal Intro

  • Danielle enjoys spending time with her husband, two kids, and 3 dogs.
  • She also loves doing puzzles, coloring, taking Jeep rides, and spending time with friends.

Qualifications

  • AAS Degree in Accounting Specialist and Administrative Assistant

  • Public Notary

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Rachel Klett

Rachel Klett

Executive Assistant

Personal Intro

  • Rachel grew up in Nebraska.
  • She loves spending time with her family.
  • She enjoys singing, playing board games, reading, and staying active within her church where she is a worship leader.

Qualifications

  • B.A. in Public Relations, Northwestern College

  • Certified Administrative Professional® (CAP®)

  • Public Notary

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Michelle Mays

Michelle Mays

Administrative Assistant

Personal Intro

  • Michelle was born and raised in Lincoln, Nebraska and is a dedicated Cornhusker fan.
  • Now, she lives in Iowa with her husband and their two cats.
  • Family means everything to her - she is a proud mom of two daughters, a son-in-law, and two amazing grandchildren, plus a few beloved grand-pets.
  • She loves traveling to spend time with family.
  • In her free time, she enjoys walking, hiking, reading, and cross-stitch.

Qualifications

  • Associates Degree in Management Assistant and Word Processing - Central Community College

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Donna Bentler

Donna Bentler

Administrative Assistant

Personal Intro

  • Donna was raised in southwestern Minnesota.
  • She shares her life with her husband, two grown/married sons, three grandchildren, and their grey Ragdoll cat, Sammy.
  • Family is at the heart of everything she does, so she cherishes the time they spend together.
  • Outside of work, she enjoys quilting and donating handmade items to the local shelter, to combine her love of creativity with her desire to support those in need.

Qualifications

  • Associates Degree in Human Resources and Organizational Leadership - Rasmussen University

  • Public Notary

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Victoria McNeal

Victoria McNeal

Administrative Assistant

Personal Intro

  • Victoria was born and raised in the Quad Cities.
  • She has a 5-year-old daughter.
  • She enjoys playing sports, being outdoors, and spending time with family.
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Hailey Mickelson

Hailey Mickelson

Client Service Coordinator

Personal Intro

  • Hailey grew up in Waukee, Iowa.
  • She has a cat names Mila and two older sisters (one of which is a Financial Advisor here at KWA).
  • In her free time, she likes to work on art projects, spend time with family, and watch comfort shows like New Girl and Friends.
  • Some of her favorite things are cats, Hyper energy drinks, and going to Wasabi for sushi.

Qualifications

  • B.A. in Psychology, Iowa State University

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