Meet our Advisory Team

Our unified in-house team across financial planning, investment management, tax, estate, insurance and more—all coordinated by an advisor focused on serving you, not finding new clients.

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Location: Ames

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Laura Combs - Executive Managing Director

Laura Combs, CFP®, MBA

Executive Managing Director

Andra Reason, CPA, CFP®

Sr Wealth Advisor, Director

Craig Marrs, CFP®, CIMA®, AIF®

Sr. Wealth Advisor

John Mowery

John Mowery

Wealth Advisor, Director

Bloomington, Ames

Neal Gudmunson, CFP®, EA

Wealth Advisor

Ryan Bly

Ryan Bly, CPFA® CEPA

Wealth Advisor, Retirement Plans

Omaha, Ames, West Des Moines, Chicago, Schaumburg, Bloomington, Minneapolis, Green Bay, Madison, Onalaska, Branson, Chesterfield, Leawood, Springfield

Kaz Woodward, CFP®, CPWA®

Regional Vice President

Branson, Springfield, Chesterfield, Ames, West Des Moines

Kara Dorothy

Kara Dorothy, CAP

Sr. Financial Planner

West Des Moines, Ames

Zachery Wingate - Financial Planner

Zachery Wingate

Financial Planner

Amanda Reed

Sr. Manager, Client Service

Ames, Branson, Chesterfield, Springfield

Chelsy Nikolish

Sr. Client Service Specialist

Stacie Hostetler

Sr. Client Service Specialist

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