The people we work with, our passion for the business, and the processes we employ all play important roles in our team’s success. Though we come from different backgrounds, we blend our strengths and talents to work towards the common goal of helping our clients achieve financial independence.
Outside of the office, we enjoy various hobbies, spending time with our friends, families and colleagues and supporting our community. You can find us on the river, hiking, gardening, camping, enjoying delicious food, and more – oftentimes with each other!
The people we work with, our passion for the business, and the processes we employ all play important roles in our team’s success. Though we come from different backgrounds, we blend our strengths and talents to work towards the common goal of helping our clients achieve financial independence.
Outside of the office, we enjoy various hobbies, spending time with our friends, families and colleagues and supporting our community. You can find us on the river, hiking, gardening, camping, enjoying delicious food, and more – oftentimes with each other!
"A team is a small number of people with complementary skills who are committed to a common purpose, performance goals, and approach for which they hold themselves mutually accountable."
Demi Bollinger
Operations Specialist
Cameron Burch, AIF®
Wealth Advisor, Trader
Melissa Dunn
Administrative Team Lead
Jessica horst
Operations Specialist
Emily Maldonado
Operations Specialist
Katie Mulhausen, CFP®
Operations Team Lead
Joelle Nies
Operations Specialist
Joel Ockey, AIF®
Wealth Advisor
Matt Riesenweber, CFP®
Wealth Advisor
Beau Ruff, J.D.* LL.M., CFP®
Dir. of Planning, Wealth Advisor
Nicole Schumacher
Client Service Specialist
Kristina Schwan
Client Service Specialist
Tyler Scott, CFP®
Wealth Advisor
amy teel
Operations Specialist
Matt Wiser, MBA
Wealth Advisor
