Derick Klug, President
Player Coach. Manager of our team-centric model, business strategist, and succession planning expert. And, really amazing client-centric Wealth Manager.
Cathy Schmidtke, Director of Operations
Office police. Keeps the office in line and compliant. Manager of office assistants and our go-to person for everything.
Chris Reed, Wealth Management Director
Portfolio Architect. Leads the Investment Committee. Assists advisors in creating models and portfolios that meet their clients' needs.
Bob Carpenter, Business Development Director
Brand builder. Relationship expander. Client retention expert. Marketing Strategist. Our source for implementing financial wellness programs in companies.
Kim Coleman, Business Strategy & Financial Controls
Bean counter. Transition specialist. Organizer and master of moving books of business in a multitude of systems. Our other go-to person for everything in the office.
Kyle Schroeder, CFP®, Case Design & Technology Consultant
Our geek squad. The financial plan designer and illustration expert.