Associates

 
  • Chad Koehn

    Chad Koehn

    President

  • Ryan Kolzow

    Ryan Kolzow

    Registered Principal

  • Jared Schamberger

    Jared Schamberger

    Trust Relationship Manager & Investment Consultant

  • Kylee Kolzow

    Kylee Kolzow

    Director of First Impressions

  • Ashley Howard

    Ashley Howard

    Director of Marketing

  • Kyle Gordon, CLTC

    Kyle Gordon, CLTC

    Midwest Business Development Director

  • Steven Plott

    Steven Plott

    Investment Advisor Representative

  • Sam Unruh

    Sam Unruh

    Executive Assistant

  • Tresea Matney

    Tresea Matney

    Director of Client Services

  • Erica Jensen

    Erica Jensen

    Client Services Specialist

  • Kirstin Schamberger

    Kirstin Schamberger

    Operations Assistant

  • Susan Koehn

    Susan Koehn

  • Carlee Kendrick

    Carlee Kendrick

    Chief Financial Officer

  • Jerry Harris

    Jerry Harris

    Managing Director

  • Alan Jilka

    Alan Jilka

    Investment Consultant

  • Justin Schamberger

    Justin Schamberger

    Investment Consultant

  • Christopher Tripe

    Christopher Tripe

    Investment Consultant

  • Glenn Brands

    Glenn Brands

    Investment Consultant

  • Shannon Benish

    Shannon Benish

    Investment Consultant

  • Jerad Busch

    Jerad Busch

    Investment Consultant

  • April Dome

    April Dome

    Executive Assistant

  • Miranda Ellis

    Miranda Ellis

    Investment Consultant

  • Mark Halpin

    Mark Halpin

    Investment Consultant

  • Jake Moss

    Jake Moss

    Investment Consultant

  • Brad Blew

    Brad Blew

    Investment Consultant

  • Raymond Haskell

    Raymond Haskell

    Investment Consultant

  • Ron Lee

    Ron Lee

    Business Consultant

  • Tina M. Lee

    Tina M. Lee

    Investment Consultant