our team
Cedar Rapids
Andrew Morf
President/CEO
Kirby Moss
President/CEO
Christi Reynolds
Director of Operations
Brian Doyle
Principal/Senior Advisor
Aaron Loan
Principal/Senior Advisor
Josh Rife
Advisor
Vonni Robinson
Advisor
Michael Rozum
Advisor
Melanie Vevera-Balkman
Account Executive
Kandi Fullerton
Client Services
Kelly Smith
Account Manager
Mike Messier
Independent Advisor
Bob Moen
Independent Advisor
Renee Byrnes
Client Services Lead
Kayla Caryl
Client Services
Britany Gaul
Client Services
Jan Severns
Client Services
Camron Devor
Finance Coordinator
Derrick Clayton
Client Onboarding
Tabatha Yancey
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
Client Services
Tamme Forret
Client Services Lead
Patty Stitz
Client Onboarding
Quad Cities
Michael White
Principal / Advisor
Ryan White
Principal/Senior Advisor
Keely Anderson
Advisor
Ryanne Covemaker
Client Services
Ashley Schultz
Client Onboarding
Nashville
Steve Botts
Senior Advisor
Stephen Botts
Advisor
Lyndsay Thompson
Advisor
Holley Lampley
Client Onboarding