Our advisors

Richard J Keeling

Richard J Keeling

Private Wealth Advisor

Learn more about Richard J Keeling
Erin K Ort

Erin K Ort

Financial Advisor

Learn more about Erin K Ort
Jason A Stierman

Jason A Stierman

Financial Advisor

Learn more about Jason A Stierman
Colette Gunhus

Colette Gunhus

Financial Advisor

Learn more about Colette Gunhus Visit Colette Gunhus's website
Jonica Johnson

Jonica Johnson

Financial Advisor

Learn more about Jonica Johnson
Nicole C Schmelzer

Nicole C Schmelzer

Associate Financial Advisor

Learn more about Nicole C Schmelzer
Karla Schuknecht

Karla Schuknecht

Associate Financial Advisor

Learn more about Karla Schuknecht Visit Karla Schuknecht's website
Liz Ulrichson

Liz Ulrichson

Associate Financial Advisor

Learn more about Liz Ulrichson Visit Liz Ulrichson's website

Our team

Megan Niffenegger

Megan Niffenegger

Practice Manager,

Human Resource Manager
Stephanie Forinash

Stephanie Forinash

Paraplanner

Julie Jeno

Julie Jeno

Paraplanner

Riley Lindholm

Riley Lindholm

Paraplanner

Rachel Klett

Rachel Klett

Executive Assistant

Heather Schouten

Heather Schouten

Executive Assistant

Kim Young

Kim Young

Client Service Associate

Emily Mickelson

Financial Planning Assistant

Jessica Keeling

Office Manager