Our West Des Moines, IA Team

Leadership

Joel Worsfold

CFP® ChFC® CLU® RICP® REBC®
Managing Director, Partner & Wealth Advisor

Wealth Advisors

Matt Friedrichsen

ChFC®, RICP®
Partner & Wealth Advisor

Jason Juhl

RICP®, AIF®
Partner & Wealth Advisor

Rebecca Albers

CFP®, CExP, CMT®
Partner & Wealth Advisor

Operations

Matthew Pearson

Partner & Director of Operations

Linette Worsfold

Office Manager

Stephanie Forinash

Client Service Manager

Cate Juhl

Client Service Manager

Elizabeth Mayberry

Client Service Manager

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