Our advisors

Richard J Keeling

Richard J Keeling

CFP®, CRPC®, APMA®

Private Wealth Advisor

Chief Executive Officer of Keeling Wealth Advisors
Learn more about Richard J Keeling
Erin K Ort

Erin K Ort

CFP®, CRPC®, APMA®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Learn more about Erin K Ort
Jason A Stierman

Jason A Stierman

CFP®, CRPC®, APMA®

Financial Advisor

Managing Director
Learn more about Jason A Stierman
Colette Gunhus

Colette Gunhus

AAMS®, APMA®

Financial Advisor

Managing Director
Learn more about Colette Gunhus
Jonica Johnson

Jonica Johnson

CFP®, CRPC®, APMA®

Financial Advisor

Learn more about Jonica Johnson
Nicole C Schmelzer

Nicole C Schmelzer

CRPC®

Associate Financial Advisor

Learn more about Nicole C Schmelzer
Karla Schuknecht

Karla Schuknecht

APMA®

Associate Financial Advisor

Learn more about Karla Schuknecht
Liz Ulrichson

Liz Ulrichson

CFP®, APMA®

Associate Financial Advisor

Learn more about Liz Ulrichson

Our team

Stephanie Forinash

Stephanie Forinash

Paraplanner

Riley Lindholm

Riley Lindholm

Paraplanner

Emily Mickelson

Emily Mickelson

Financial Planning Assistant

Rachel Klett

Rachel Klett

Executive Assistant

Heather Schouten

Heather Schouten

Executive Assistant

Kim Young

Kim Young

Client Service Associate

Megan Niffenegger

Megan Niffenegger

Practice Manager,

Human Resource Manager
Jessica Keeling

Jessica Keeling

Office Manager