Our Team

Josh Strittmatter, CFP®, CRC®
CEO / PERSONAL WEALTH MANAGER / INVESTMENT SPECIALIST

Kelly Buchfink, CFP®
BRANCH MANAGER / PERSONAL WEALTH MANAGER

Jill Lee
OPERATIONS MANAGER

Kory Morawietz
CLIENT SERVICE SPECIALIST / PARAPLANNER

Tamara Fluegel
SCHEDULING/ HIRING MANAGER

Tiffany Quasnitschka
MARKETING MANAGER

Adrienne Rowell, REALTOR®
REAL ESTATE MANAGER

Jennifer Widincamp
CONTROLLER

Jacklee Woods
CLIENT SERVICE SPECIALIST

Christie Lane
ADMINISTRATIVE ASSISTANT

Andrew Schmuhl
PARAPLANNER