Scott Downs, President
Systems control leader. Manager of consistent client-focused business models and systems allowing team members to focus on clients, prospects and their holistic financial service needs.
Derick Klug, Vice President
Player Coach. Manager of the team selling business model and succession planning. 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.
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 Specialist
Our geek squad. The financial plan designer and illustration expert.