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
Warren Anderson

Warren Anderson

Financial Advisor

Learn more about Warren Anderson
Colette Gunhus

Colette Gunhus

Financial Advisor

Learn more about Colette Gunhus
Jim Niemants

Jim Niemants

Financial Advisor

Learn more about Jim Niemants
Jonica Johnson

Jonica Johnson

Associate Financial Advisor

Learn more about Jonica Johnson
Nicole C Schmelzer

Nicole C Schmelzer

Associate Financial Advisor

Learn more about Nicole C Schmelzer

Our team

Tim Rourk

Tim Rourk

Operations Director,

Chief Operating Officer
Megan Niffenegger

Megan Niffenegger

Client Relationship Manager,

Office Manager
Stephanie Forinash

Stephanie Forinash

Client Relationship Manager

Julie Jeno

Julie Jeno

Client Relationship Manager

Karla Schuknecht

Karla Schuknecht

Client Relationship Manager

Riley Lindholm

Riley Lindholm

Client Relationship Manager

Liz Ulrichson

Liz Ulrichson

Client Relationship Manager

Pam Nauman

Pam Nauman

Client Relationship Manager

Rachel Klett

Rachel Klett

Executive Assistant

Heather Schouten

Heather Schouten

Executive Assistant

Barb Roese

Barb Roese

Executive Assistant,

Receptionist