Main Team

Luke Morris
Luke Morris
Financial Planner
Benton Kiesling
Benton Kiesling
Financial Planner
Stephanie Smith
Stephanie Smith
Financial Planning Operations Manager
Scott Eggers
Scott Eggers
Plan Consultant
Kyle Harris
Kyle Harris
Plan Consultant | "The Non-Profit Prophet"
Photo of Marko Ungashick
Marko Ungashick
CEO | "The Rock"
Photo of Ryan Rink
Ryan Rink
President | "The Connector"
Photo of Vern Cushenbery
Vern Cushenbery
Chief Investment Officer | "The Wonk"
Photo of Amber Kanzenbach
Amber Kanzenbach
Financial Planner
Photo of Andy Mich
Andy Mich
Chief Operating Officer | "Swordfish"