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
Senior Advisor
Maria Drees
Advisor
Melanie Vevera-Balkman
Account Executive
Kandi Fullerton
Client Services
Mike Messier
Independent Advisor
Renee Byrnes
Client Services Lead
Hannah Helms
Client Services
Elizabeth Bekeris
Client Services
Kylie Lucas
Client Services
Camron Devor
Finance Coordinator
Tabatha Yancey
Implementation and Renewals
Angie Schroeder
Analyst
Jordan Shavers
Implementation and Renewals
Tammy Urquhart
Research and Development
Milinda Fraley
Director, Compliance Services
Kayla Caryl
Research and Development
Shannon Moss
Marketing Consultant
Ali McLaughlin
Marketing Coordinator
Pam Malloy
Graphic Designer
Des Moines
Jessica Stevens
Senior Advisor
Nick Holmes
Advisor
Lynn Barbier
Senior Advisor
Matt Schiltz
Advisor
Sawyer Herman
Analyst
Sue Wilmes
Client Services
Tamme Forret
Client Services
Quad Cities
Ryan White
Principal/Senior Advisor
Ryanne Covemaker
Client Services
Ashley Schultz
Implementation/Renewal Lead
Nashville
Steve Botts
Senior Advisor
Holley Lampley
Account Executive