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

Managing Director of Keeling Wealth Advisors
Learn more about Jason Stierman Visit Jason Stierman's website

Jonica Ewald

CFP®, CRPC, APMA

Private Wealth Advisor

Learn more about Jonica Ewald Visit Jonica Ewald's website

Colette Gunhus

AAMS, APMA

Financial Advisor

Managing Director of Keeling Wealth Advisors
Learn more about Colette Gunhus Visit Colette Gunhus's website

Erik Swanson

CRPC

Financial Advisor

Managing Director of Keeling Wealth Advisors
Learn more about Erik Swanson Visit Erik Swanson's website

Nicole Schmelzer

BFA, CRPC, APMA

Financial Advisor

Learn more about Nicole Schmelzer Visit Nicole Schmelzer's website

Karla Wellik

APMA

Financial Advisor

Learn more about Karla Wellik Visit Karla Wellik's website

Emily Calvert

CFP®, APMA

Financial Advisor

Learn more about Emily Calvert Visit Emily Calvert's website

Savannah Halva

Associate Financial Advisor

Learn more about Savannah Halva Visit Savannah Halva's website

Sheila Allen

CRPC

Financial Advisor

Learn more about Sheila Allen Visit Sheila Allen's website

Karin Holder

AAMS, 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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Riley Lindholm, APMA™

Riley Lindholm, APMA™

Operations Manager

Qualifications

  • Accredited Portfolio Management Advisor

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Megan Niffenegger

Megan Niffenegger

Practice Manager

Kelsey Havel

Kelsey Havel

Financial Planning Analyst

Catherine Cooper

Catherine Cooper

Financial Planning Assistant

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

Kim Young

Kim Young

Office Manager

Renie Neuberger

Renie Neuberger

Office Manager

Lailah Corrigan

Lailah Corrigan

Office Manager

Rachel Klett

Rachel Klett

Executive Assistant

Michelle Mays

Michelle Mays

Administrative Assistant

Tory Loney

Tory Loney

Marketing Manager