Our Team Educated. Experienced. Equipped. Leadership & Financial Advisors Jill Lawrence CFP®, CLTC®, CKA®, BFA™ Private Wealth Advisor | CERTIFIED FINANCIAL PLANNER™ | Chief Executive Officer | Managing Partner Scott Marquardt CFP®, BFA™, APMA™, CKA® Private Wealth Advisor | CERTIFIED FINANCIAL PLANNER™ | Managing Partner Steven G. Rice CFP®, BFA™ CERTIFIED FINANCIAL PLANNER™ | Chief Financial Officer | Managing Partner Mindy Reid CFP®, BFA™, CRPC™, APMA™, CKA®, CLTC® Private Wealth Advisor | CERTIFIED FINANCIAL PLANNER™ Joel McCann BFA™, CRPC™, APMA™ Financial Advisor | Investment Specialist Jason Dreger CRPC™, APMA™, BFA™ Financial Advisor | Chartered Retirement Planning Counselor™ Kevin Max ChFC® Financial Advisor | Chartered Financial Consultant® John Max APMA™, BFA™ Financial Advisor Barbara Mahr CFP®, BFA™, APMA™ Financial Advisor | CERTIFIED FINANCIAL PLANNER™ Mary Jo Kohman CFP®, BFA™, ChFC®, CMFC™, APMA™ Financial Advisor | CERTIFIED FINANCIAL PLANNER™ | Chief Operating Officer of BlueStem Wealth Partners Stephanie Sutton CFP® Financial Advisor | CERTIFIED FINANCIAL PLANNER™ Luke DeBenedetto CFP®, CRPC™, BFA™ Financial Advisor | CERTIFIED FINANCIAL PLANNER™ Nancy Sandin CRPC®, BFA™ Financial Advisor | Chartered Retirement Planning Counselor™ Aaron Seiffert Financial Advisor Our Team Missy Baalson Operations Specialist Ross Brouwer APMA Investment Specialist | Operations Manager Jim Bruggers APMA™ Investment Specialist Heather Case Client Service Specialist Heather Fears BFA™ Paraplanner Melissa Granlund BFA™ Paraplanner Mike Helland Business Development Director, Marketing Manager Crescent Hoffman BFA™ Paraplanner Marissa Judes Client Service Specialist Heather Lease Financial Planning Assistant Colin Lord Office Assistant Jodi Manning Operations Specialist Amanda Marquardt Administrative Assistant Kassie Ricke Marketing Manager Sam Schroeder Client Service Specialist Matthew Smith Client Service Specialist Jackie Torborg Financial Planning Assistant Becky Tuominen Client Service Specialist Rachael Van Gorkom Trader Brandon Westphal Client Relationship Manager Addi Marquardt Intern
