Our Cedar Rapids, IA Team

Leadership

Russ Nieland

CFP®, AIF®
Managing Director, Partner & Wealth Advisor

Chris Graw

CFP®, ChFC®, CLU®
Partner, Wealth Advisor

Shanna J Kehoe

CFP®, CWS
Partner, Senior Wealth Advisor

Justin Schultes

CFP®, AIF®, MBA
Partner, Wealth Advisor

Wealth Advisors

Jon Read

CFP®, ChFC®
Senior Wealth Advisor

Matt Hinz

CFP®, ChFC®
Senior Wealth Advisor

Joshua Volgarino

CFP®, ChFC®, WMCP®, CExP™
Wealth Advisor

Brian Kubis

Associate Wealth Advisor

Jamie Yeisley

Associate Wealth Advisor

Client Services

Katy Dooley

Director of First Impressions

Melanie Davis

Director of Marketing & Events

Amber Koutny

Client Relationship Associate

Justine Lange

Client Relationship Associate

Spense Simonson

Client Relationship Associate

Brandi Doonan

Client Relationship Associate

Alyson Sheradin

Client Relationship Associate

Operations

Kandi Gordy

Director of Operations, Registered Professional

Thad McVay

Registered Client Relationship Associate

Wendy Nemecek

Office Manager, Registered Professional

Investments

Ryan Detrick

CMT®
Chief Market Strategist

Jessica Golson

CIPM
Senior Vice President, Investments and Trading

Sonu Varghese

Ph.D.
Vice President, Global Macro Strategist

Mike Lawrence

CFA®
Portfolio Manager

Grant Engelbart

CFA®, CAIA®
Vice President, Investment Strategist

Barry Gilbert

CFA®, Ph.D.
Vice President, Asset Allocation Strategist

Research Department

Kevin Zlomke

Director of Trading

Todd Knott

Senior Trader

Drew Reisdorff

Senior Trader

Matthew (Matt) Smith

Senior Trader

Kaleigh Sanders

Sr. Specialist, Trade Operations

Jordan Pieper

Trading Specialist

Advanced Solutions Team

Erin Wood

CFP®, CRPC®, FBS®
Senior Vice President, Financial Planning & Advanced Solutions

Matt Lewis

Vice President, Insurance

Scott Berryman

Director, Trust Solutions

Mike Valenti

CPA, CFP®
Director, Tax Planning

Patrick Carter

CPA
Senior Tax Planner

Beth Schanou

JD
Senior Wealth Planner

Michael Barczak

CFA
Director, Retirement Plans - Investments

Tom Fridrich

JD, CLU, ChFC®
Senior Wealth Planner

Jon Fuller

Manager, Brokerage Solutions

Jody Jackson

Coordinator, AST

Josh Ream

Sr. Specialist, Internal Insurance

Michael Gruidel

CFP®
Wealth Planner

Ryan Egolf

EA
Senior Tax Planner

Thomas Resner

Director, Retirement Operations

Tom Mullen

Senior Tax Planner