Our financial planning focused team is dedicated to providing our clients with quality service, advice, and guidance that they deserve. After serving clients throughout the Midwest and across the US for more than 20 years, our wealth management team, is committed to providing the same to you. As a private wealth advisory practice of Ameriprise Financial Services, LLC, we offer a robust suite of financial planning tools, a comprehensive set of investments and solutions to meet your needs, an exceptional digital experience, and the confidence of working with a firm that has a 130-year history. On our team, you will find a dedicated client service, financial planning, and investment departments.

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Our advisors

Richard Keeling

CFP®, CRPC, APMA®, BFA

Private Wealth Advisor

Chief Executive Officer of Keeling Wealth Advisors
Learn more about Richard Keeling Visit Richard Keeling's website

Erin Ort

CFP®, CDFA®, CRPC, APMA®

Private Wealth Advisor

Vice President of Keeling Wealth Advisors
Learn more about Erin Ort Visit Erin Ort's website

Jason Stierman

CFP®, BFA, CRPC, APMA®

Private Wealth Advisor

Vice President of Keeling Wealth Advisors
Learn more about Jason Stierman Visit Jason Stierman's website

Jonica Ewald

CFP®, CRPC, APMA®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER® professional
Learn more about Jonica Ewald Visit Jonica Ewald's website

Colette Gunhus

AAMS®, APMA®

Financial Advisor

ACCREDITED PORTFOLIO MANAGEMENT ADVISOR™
Learn more about Colette Gunhus Visit Colette Gunhus's website

Erik Swanson

CRPC

Financial Advisor

Vice President of Keeling Wealth Advisors
Learn more about Erik Swanson Visit Erik Swanson's website

Nicole Schmelzer

BFA, CRPC, APMA®

Financial Advisor

ACCREDITED PORTFOLIO MANAGEMENT ADVISOR™
Learn more about Nicole Schmelzer Visit Nicole Schmelzer's website

Karla Wellik

APMA®

Financial Advisor

ACCREDITED PORTFOLIO MANAGEMENT ADVISOR™
Learn more about Karla Wellik Visit Karla Wellik's website

Emily Calvert

CFP®, APMA®

Financial Advisor

CERTIFIED FINANCIAL PLANNER® professional
Learn more about Emily Calvert Visit Emily Calvert's website

Tony Conroy

APMA®

Financial Advisor

ACCREDITED PORTFOLIO MANAGEMENT ADVISOR™
Learn more about Tony Conroy Visit Tony Conroy's website

Savannah Halva

APMA®

Associate Financial Advisor

ACCREDITED PORTFOLIO MANAGEMENT ADVISOR™
Learn more about Savannah Halva Visit Savannah Halva's website

Catherine Cooper

APMA®

Associate Financial Advisor

ACCREDITED PORTFOLIO MANAGEMENT ADVISOR™
Learn more about Catherine Cooper Visit Catherine Cooper's website

Sheila Allen

CRPC

Financial Advisor

Chartered Retirement Planning Counselor™
Learn more about Sheila Allen Visit Sheila Allen's website

Karin Holder

CKA®

Financial Advisor

Certified Kingdom Advisor
Learn more about Karin Holder Visit Karin Holder's website


Our team

Jeffrey Gustafson, CFP®, CRPC™

Jeffrey Gustafson, CFP®, CRPC™

Operations Director,

Chief Operating Officer of Keeling Wealth Advisors

Qualifications

  • Certified Financial Planner

  • Chartered Retirment Planning Counselor

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Christy Naegely, BFA™

Christy Naegely, BFA™

Business Development Director,

Vice President of Keeling Wealth Advisors

Qualifications

  • Behavioral Financial Advisor

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Riley Lindholm, APMA™

Riley Lindholm, APMA™

Operations Manager

Megan Niffenegger

Megan Niffenegger

Practice Manager,

Human Resource Manager of Keeling Wealth Advisors
Kim Young

Kim Young

Practice Manager,

Office Manager
Renie Neuberger

Renie Neuberger

Practice Manager

Danielle Monson

Danielle Monson

Office Manager

Donna Bentler

Donna Bentler

Office Manager

Kelsey Havel

Kelsey Havel

Investment Specialist

Michelle Shaji

Michelle Shaji

Operations Specialist

Rylee Wehrle

Rylee Wehrle

Client Service Manager

Heather Schouten

Heather Schouten

Client Service Specialist

Erica DeGeest

Erica DeGeest

Client Service Specialist

Maggie Mixdorf

Maggie Mixdorf

Client Service Specialist

Victoria McNeal

Victoria McNeal

Client Service Specialist

Rachel Klett

Rachel Klett

Executive Assistant

Michelle Mays

Michelle Mays

Administrative Assistant

Tory Loney

Tory Loney

Marketing Manager

Paige Barnett

Paige Barnett

Client Service Manager