Our Team

You will be served by a talented team of professionals,

benefiting from our deep expertise and care.

Ross Levin

Founder
& Shareholder

Wil Heupel

Founder, Board Chair,
& Shareholder

Becky Krieger

Managing Partner
& Shareholder

Brian Martin

Managing Partner
& Shareholder

Jacob Wolkowitz

Chief Investment Officer
& Shareholder

Brandon Jones

Wealth Manager
& Shareholder

Steve Gilbertson

Wealth Manager
& Shareholder
Jeremy Heckman

Wealth Manager
& Shareholder

Rebecca Klevan

Wealth Manager
& Shareholder

Sean P. Smith

Investment Manager
& Shareholder

Jenna M. Holm

Chief Compliance Officer
& Shareholder

Nicole Aristi

Human Resources
Manager

Jessica Jones

Director of Operations
& Shareholder

Jamie Fritschel

Wealth Manager

W. Alan Williams

Wealth Manager

Brian Lelen

Wealth Manager

Brian Olson

Wealth Manager

Megan Olson

Wealth Manager

Paul Junek

Wealth Manager

Aashwin Sachdev

Wealth Manager

Yulia Andreyevskaya

Wealth Manager

Greg Prokop

Wealth Manager

Joshua Carlson

Wealth Manager

Matthew Rich

Wealth Manager

Nicole Boor

Wealth Manager

Kathleen Broich

Wealth Manager

Susan Jensch

Wealth Manager

Fred Semmer

Senior Research Analyst

Logan Richman

Tax Specialist

John Ehrenfeld

Wealth Manager

Jonathan Breunig

Wealth Manager

Debora Terrell

Insurance and Risk
Protection Specialist

Suzy Ridenour

Executive Assistant

Barbara Schiel

Administrative Services Manager

Carl Perina

Wealth Manager

Nate Weiland

Portfolio Administrator

Jon Bowles

Wealth Manager

Shawn Potter

Administrative Assistant,
Front Desk

Rob Robinson

Wealth Manager

Eric Alexander

Wealth Manager

Luke Eberly

Wealth Manager

Lorenz Oliver-King

Senior Developer

Jill Meixner

Administrative Support

Lauren Stuyvenberg

Client Service Operations
Analyst

Lori Dierke

Finance Manager

Nancy Phipps

Client Service Associate
Team Lead

Carla Fitz

Client Service Associate

Jenna Kice

Wealth Manager

Kristin Merkel

Client Service Associate

Megan Murphy

Client Service Associate

Lisa Carpenter

Wealth Management
Assistant

Daniel Hanson

Associate Wealth Manager

Jack Bardwell

Associate Wealth Manager