our team
Cedar Rapids
Andrew Morf
President/CEO
Kirby Moss
President/CEO
Dick Donohue
Chief Financial Officer
Christi Reynolds
Director of Operations
Aaron Loan
Principal/Senior Advisor
Brian Doyle
Principal/Senior Advisor
Dennis Fratella
Advisor
Vonni Robinson
Advisor
Josh Rife
Advisor
Michael Rozum
Advisor
Melanie Vevera-Balkman
Account Executive
Kandi Fullerton
Account Manager
Mike Messier
Independent Advisor
Bob Moen
Independent Advisor
Kelly Smith
Account Manager
Renee Byrnes
Client Services Lead
Kayla Caryl
Client Services
Suzan Graveman
Client Services
Camron Devor
Finance Coordinator
Derrick Clayton
Client Onboarding
Tabatha Yancey
Client Onboarding
Dan Wagner
Client Onboarding
Sawyer Herman
Associate Advisor
Tammy Urquhart
Research and Development
Milinda Fraley
Research and Development
Shannon Moss
Marketing Consultant
Ali McLaughlin
Marketing Coordinator
Pam Malloy
Graphic Designer
Des Moines
Jeff Overton
Senior Benefit Advisor
Jessica Stevens
Senior Benefit Advisor
Nick Holmes
Advisor
Lynn Barbier
Advisor
Matt Schiltz
Advisor
Sue Huddleson
Account Manager
Tamme Forret
Account Manager
Patty Stitz
Client Onboarding
Quad Cities
Michael White
Principal / Advisor
Ryan White
Principal/Senior Advisor
Keely Anderson
Advisor
Ryanne Covemaker
Account Manager
Ashley Schultz
Client Onboarding