Our Cedar Rapids, IA Team

Leadership

Russ Nieland

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

Wealth Advisors

Chris Graw

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

Jon Read

CFP®
Senior Wealth Advisor

Justin Schultes

CFP®️️️, MBA
Senior Wealth Advisor

KC Pochobradsky

Wealth Advisor

Joshua Volgarino

CFP®
Wealth Advisor

Matt Hinz

ChFC®
Wealth Advisor

Client Services

Melanie Davis

Client Relationship Associate

Chelsy Nikolish

Director, First Impressions

Susan Eason

Client Relationship Associate

Amber Koutny

Client Relationship Associate

Spense Simonson

Client Relationship Associate

Operations

Kandi Gordy

Director of Operations, Registered Professional

Thad McVay

Registered Client Relationship Associate

Wendy Nemecek

Office Manager, Registered Professional

Jamie Yeisley

Registered Client Relationship Specialist

Investments

Scott Kubie

CFA®
Senior Investment Strategist

Shane Weaver

Director of Operations

Greg DeGennaro

CFA®, CAIA
Client Portfolio Manager

Jessica Golson

CIPM
Vice President, Investment Operations and Performance

Josh Russell

CFA®
Portfolio Manager

Mike Lawrence

CFA®
Portfolio Manager

Patrick Sittner

Portfolio Strategist

Sonu Varghese

Senior Investment Analyst

Research Department

Brett Carson

CFA®
Director of Research

Kevin Zlomke

Director of Trading

Jake Bleicher

CFA®
Co-Portfolio Manager

Todd Knott

Senior Institutional Trader

Drew Reisdorff

Senior Trader

Matthew (Matt) Smith

Senior Trader

Kellie L. Duffy

Senior Trade Operations Analyst

Kaleigh Sanders

Trading Operations Analyst

Jordan Pieper

Trading Specialist

Advanced Solutions Team

Jamie Hopkins

ESQ., MBA, CFP®, LLM, CLU®, ChFC®, RICP®
Managing Partner of Wealth Solutions

Erin Wood

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

Sarah Duey

JD, CTFA, CAP®, AEP®
Vice President, Trust Services

Matt Lewis

Vice President, Insurance

Mark Petersen

CPA, CFP®
Vice President, Affluent Wealth Planning

Patrick Carter

CPA
Director of Tax Planning

Beth Schanou

JD
Senior Wealth Planner

Ryan Yamada

CFP®
Senior Wealth Planner

Michael Gruidel

Paraplanner

Jody Jackson

FPQP™
Paraplanner