Associates

 
  • Chad Koehn

    President

  • Ryan Kolzow

    Registered Principal

  • Jared Schamberger

    Trust Relationship Manager & Investment Consultant

  • Tresea Matney

    Director of Client Services

  • Erica Jensen

    Client Services Specialist

  • Steven Plott

    Executive Assistant

  • Kirstin Schamberger

    Operations Assistant

  • Ashley Howard

    Director of Marketing

  • Carrie Nelson

    Client Concierge

  • Susan Koehn

  • Tanner Wallace

    Chief Financial Officer

  • Kyle Gordon

    Midwest Business Development Director

  • Jerry Harris

    Managing Director

  • Alan Jilka

    Investment Consultant

  • Justin Schamberger

    Investment Consultant

  • Christopher Tripe

    Investment Consultant

  • Glenn Brands

    Investment Consultant

  • Shannon Benish

    Investment Consultant

  • Jerad Busch

    Investment Consultant

  • April Dome

    Executive Assistant

  • Miranda Ellis

    Investment Consultant

  • Mark Halpin

    Investment Consultant

  • Jake Moss

    Investment Consultant

  • Brad Blew

    Investment Consultant

  • Laura Dennis

    Investment Consultant

  • Raymond Haskell

    Investment Consultant

  • Ron Lee

    Business Consultant

  • Tina M. Lee

    Investment Consultant