Financial Advisors | Founding Partners
James Wessels
CPA/PFS, CFA
CPA/PFS, CFA
CEO, VISIONARY, PARTNER, ADVISOR
...
EDUCATION
MBA, Finance, University of Iowa | BBA, Accounting, University of Iowa
BIO
Jim is a financial advisor and founding partner at Financial Integrators. His financial career spans four decades with a diverse background in pension, tax planning, financial planning and investments.
As a former investment analyst at a global financial services company, he covered several industries including financial services, outsourcing, health care, energy and utility companies. His most extensive analysis was with oil and gas where he led coverage of the energy industry for domestic and international companies. While at that firm, Jim also acquired a deep understanding of all types of retirement plans and consulted on the design of effective pension programs.
Jim holds a Certified Public Accountant (CPA) designation and uses this background to help clients with their overall financial planning and the appropriate tailoring of investments. His continuing education to maintain his CPA designation has focused on trusts, taxation and estate planning. Through the American Institute of CPAs, Jim earned the Personal Financial Specialist (PFS) credential, demonstrating his knowledge and experience in personal financial planning. He also holds the Chartered Financial Analyst (CFA) designation and serves as a founding member of the firm’s investment committee. Jim is also a MDRT member with 2-year Top of the Table qualifications.
Jim stays very active in the Des Moines community. Highlights of his involvement include positions with Central Iowa Shelter & Services, Junior Achievement, the Investment Committee of United Way of Central Iowa, the Investment Committee of the United Way Emerging Leaders Initiative, and the University of Iowa Krause Fund. He received an Honorable Mention for the Invest in Others Lifetime Achievement Award for distinguished community service, contribution, and leadership.
During the inaugural Investment News Awards held in New York in 2024, Jim was awarded "Advisor of the Year - Midwest Region" in recognition of his significant lifetime work and achievements in the wealth management profession. (This award recognizes the most outstanding advisors in specified regions. The winner is publicly nominated and then judged based upon business development methods, knowledge of investment strategies, client relationship and retention methodology, client education, and community involvement. This award is not based on investment performance).
Jim’s approach as a financial advisor focuses on collaboration and strategic integration. He works to align every financial component into a cohesive plan, giving clients the financial confidence they need to focus on their future.
Jim is an avid Iowa Hawkeye supporter. He and his wife Melissa reside in Urbandale, Iowa and have two adult children, Nicholas and Stephanie.
JOINED FIRM
2006
Lane Clevenger
CFP®, CEPA®
CFP®, CEPA®
Partner, Financial Advisor
...
Education
BSBA, Economics & Finance, Missouri Southern State University
Bio
Joined Firm
2004
Dale Handley
Partner, Integrator
...
Education
BA, Business Administration, Economics, Coe College
Bio
Dale serves as Integrator for Financial Integrators. In this role he turns the firm’s vision into action, chairs weekly leadership meetings, and keeps processes aligned so the entire team stays focused on clients. Dale focuses on building personalized integrated strategies centered around financial planning, investment planning, estate planning and tax planning. He listens first, explains options clearly, and delivers roadmaps designed to help families and business owners make informed decisions. He strives to provide confidence that comes from working with a team who keeps the whole train on the tracks.
A Coe College business graduate with an economics minor, Dale has been with the firm since 2011 and lives in Eastern Iowa with his wife Anna and their three children.
Joined Firm
2011
Peter Hill
ChFC®
ChFC®
Partner, Financial Advisor
...
Education
BA, Business Administration-Finance, Minor Accounting, Wartburg College
Bio
Peter is a financial advisor and founding partner at Financial Integrators. He began his career after he graduated from Wartburg College in Waverly, IA, with a degree in Business Administration/Finance and an Accounting Minor. Initially, Peter developed a niche in the public sector marketplace working with city, county and state employees. As his career has progressed, Peter uses the Financial Integrators team of SME's (Subject Matter Experts) to collaborate with his customers in the areas of: financial planning, investment portfolio management, risk management and insurance coverages, tax optimization-planning-preparation, family-estate-philanthropic planning, retirement income-distribution planning, accounting-reporting services, employer sponsored plans, executive-employee benefits, concierge family office suite and communication-education planning.
Peter remains active in *MDRT, The Premier Association of Financial Professionals, as he has served in a variety of leadership positions over the years. *MDRT is a global organization of members from over 70 countries and territories from around the world. Peter finds this valuable in his personal and professional growth.
Peter has the ChFC (Chartered Financial Consultant) designation from The American College of Financial Services, which is a comprehensive financial planning designation. This designation is designed for financial professionals who provide comprehensive financial advice for individuals, families and business owners.
Peter lives in Ankeny with his wife Leah. They have three adult children; Naomi, Lydia & Levi.
*Million Dollar Round Table's Life Membership is awarded to members with 10 years of qualifying membership and may attest to their production or apply without production under the waiver provision with payment of the required dues. Honorees must achieve a sales goal predetermined by the MDRT organization and maintain this level throughout the course of one year. Qualified individuals must pay a membership fee in order to participate. Qualification for recognition is based on one or more of the following: income/premium/commission dollars produced over the previous year. Recognition is not representative of any investment performance or returns.
Joined Firm
1993
Greg McLaughlin
CEPA®
CEPA®
Partner, Business Development
...
Education
BBA, Finance, University of Iowa Tippie College of Business
Bio
Greg completed his finance degree at the University of Iowa and after competing for five years as a member of the Hawkeye football team he began laying the foundation of what has now become an ensemble practice formerly known as Business & Financial Strategies. He prides himself on building the concept of an ensemble firm; a team of advisors working together to create holistic financial plans based on the individual needs, wants and wishes of each client. Over the years, Greg has built businesses outside of wealth management, giving him additional insight and experience when working with business owners to create unique strategies for the betterment of their retirement. He is a visionary for the firm and continues to lead company growth through acquisitions while continuing to serve the personalized needs of individual and families of BFS.
Joined Firm
2001
Jared Sutton
CFA, CFP®
CFA, CFP®
Partner, Financial Advisor
...
Education
BS, Business and Information Systems, Minors in German and Computer Science, Indiana University – Bloomington
MBA with Finance Emphasis, University of Iowa
Bio
Jared works to help people get clear about their objectives, why they’re important and how to make them happen. The firm takes a “whole person” approach. Our comprehensive, values-based method is highly valued by clients and is revolutionizing the way planning should be. Jared’s background includes technology and finance. He also holds the highly regarded industry designations of Certified Financial Planner™ and Chartered Financial Analyst (CFA®).
Joined Firm
2008
Kurt Vitense
CFP®
CFP®
Partner, Financial Advisor
...
EDUCATION
BBA, Finance, Accounting and Finance, University of Iowa Tippie College of Business
BIO
Kurt is a dedicated CFP®CERTIFIED FINANCIAL PLANNER™ and wealth management advisor known for his honest and disciplined approach. His practice is built on a foundation of fiduciary responsibility and a genuine desire to understand what is truly important to each client. He collaborates closely with individuals and families to develop progressive financial plans that align with their specific goals, needs, and aspirations. Kurt’s commitment goes beyond managing assets; he strives to provide clarity and confidence, helping clients navigate their financial journey with ease.
Kurt's commitment to his family and community complement his professional life virtues. A University of Iowa alumnus and former Hawkeye shortstop, He applies the same diligence and principles he learned as a collegiate athlete to coaching and mentoring young adults. Through his extraordinary leadership, Kurt helps build character and a strong work ethic, setting adolescents up for a successful future while creating a powerful legacy that extends far beyond the game.
JOINED FIRM
2003
Financial Advisors
Michael Berry
CFP®
CFP®
Financial Advisor
...
EDUCATION
BA, Business, Graceland University
Associates Degree in Business, American Institute of Business College of Financial Planning
BIO
Michael began his career in financial services over 30 years ago with roles in banking, mortgage, financial planning, advanced planning and financial advising. As President of Wealth Builders, Inc., individuals and families benefited from his vast knowledge and passion for helping others. In 2021, Michael joined the advisory team at the firm, creating a more comprehensive wealth management experience for clients with specialists focused on financial planning, investment management, risk management, as well as tax and estate planning strategies. His motto is: “Simplifying the complex so you can enjoy life through life-centered planning!” Some of these strategies have been utilized as a financial planning subject matter expert by USA Today, Investor’s Business Daily, Money Magazine, US NEWS, and MarketWatch.
JOINED FIRM
2021
Kelli Brix
CFP®
CFP®
Financial Advisor
...
EDCUATION
BBA, Finance, Communications minor, University of Iowa Leadership certificate
BIO
Kelli is dedicated to helping clients build clarity and confidence in their financial lives. As a financial advisor, she takes pride in translating complex financial concepts into clear, practical strategies tailored to each client’s needs. As a CFP® (CERTIFIED FINANCIAL PLANNER) professional, Kelli applies the golden rule in every client relationship. She holds the Series 7 and Series 66 securities registrations, as well as life and health insurance licenses, and serves clients nationwide.
A former high jumper at the University of Iowa, Kelli values discipline, teamwork, and perseverance—qualities she now brings to her work at Financial Integrators. She embraces the firm’s collaborative approach, working closely with clients across all stages of life to help them achieve their goals with confidence.
Kelli resides in Ankeny with her husband, Tom, and their aussiedoodle, Georgie. In the spring evenings, she can be found at the track, serving as an assistant track and field coach at Ankeny Centennial High School.
JOINED FIRM
2020
Michael Brown
Financial Advisor
...
EDUCATION
BBA, Sociology, University of Iowa
BIO
Mike enjoys building relationships with his clients with primary focus on retirement planning, Life Insurance and annuities.
JOINED FIRM
2008
Tyler Burgess
Financial Advisor
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EDUCATION
BA, Business/Commerce, Missouri State University
BIO
Tyler is dedicated to helping clients gain clarity and confidence in their financial lives. As a financial advisor, he finds great satisfaction in simplifying the complex for the benefit of his clients. He holds his Series 7,6, 63 & 65 securities licenses as well as his life and health insurance licenses in several states. A former college athlete, Tyler values the team-oriented culture at Financial Integrators and embraces our collaborative approach to serving clients across all stages of life.
Tyler resides in his hometown of Webb City with his wife, Kortlynn, and their children. A proud dad, he stays active chasing his sons and daughter from ballgames to dance recitals. Tyler and his family enjoy serving in the local church and community.
JOINED FIRM
2024
Eric Johnson
Partner, Financial Advisor
...
EDUCATION
Bachelor of Arts, Vanderbilt University
BIO
Eric brings extensive expertise in financial planning, retirement strategies, and plan design to the team. Eric specializes in creating personalized financial plans to meet clients' unique goals. He started his career in 2022 with Next Level Planning and Wealth Management in Madison, Wisconsin.
Before entering financial advising, he spent five years as a successful entrepreneur, owning three Culver's franchises, which laid a strong foundation for his transition into financial services. Eric's background also includes collegiate football administration and coaching, including roles with Wisconsin and Iowa football programs. He spent 15 years at Iowa, contributing to the program’s success as a coach and a top recruiting coordinator.
Outside of his professional endeavors, Eric finds fulfillment in his role as a husband to his wife, Patsy, and as a father to his children, Jamieson, Sydney, and Robert. Together, they enjoy spending time in their community and participating in various local activities and events.
JOINED FIRM
2025
Kevin Lehman
Partner, Financial Advisor
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EDUCATION
BS, Industrial Engineering, Iowa State University
BIO
Kevin began his career in financial services over 15 years ago where he led teams dedicated to providing retirement planning solutions nationally. Today, individuals and families benefit from his vast knowledge, experience and passion for helping navigate their financial futures. Kevin’s goal is to ensure his clients feel understood, informed and educated as they partner with him to achieve their goals.
JOINED FIRM
2020
Dominique L'Heureux
Partner, Financial Advisor
...
BIO
Dominique is a Financial Advisor and Client Experience Professional passionate about helping clients prepare for retirement. She holds her Series 7 and 65, as well as life, health, and accident licenses. In addition to advising, Dominique plays a key role in event planning for the firm and leads the office’s community engagement initiatives. With over 13 years of experience in the beauty industry as a stylist and manager, she developed a strong foundation in building relationships and delivering outstanding service- skills she now brings to her work at Financial Integrators. Since joining the firm in 2020, Dominique has embraced new roles and responsibilities, always focused on creating memorable client experiences and fostering meaningful connections in the community.
Outside of work, she enjoys cooking, baking, traveling, and spending time with her husband, Trent, and their two dogs, Rudy and Burton.
JOINED FIRM
2020
Ken Martin
Financial Advisor
...
EDUCATION
BA, Finance, University of Iowa Tippie College of Business
BIO
JOINED FIRM
2018
Stacey Martin
CFP®
CFP®
Financial Advisor
...
EDUCATION
BBA, Finance, University of Iowa
BIO
Stacey is passionate about building meaningful relationships with clients and guiding them through the financial planning process. She takes pride in educating and supporting clients as they make informed decisions to achieve their long-term goals. Stacey is a CFP®CERTIFIED FINANCIAL PLANNER™ professional and holds FINRA Series 7, 24, and 63 licenses, along with life and health insurance licenses. Prior to her current role, she worked in business development, where she supported financial professionals nationwide in recruiting and practice growth initiatives.
Stacey and her husband, Austin, reside in Fairfield, Iowa. Outside of work, she enjoys cheering on the Iowa Hawkeyes, reading, and being active in their local church community.
JOINED FIRM
2024
Alicia Mitros
CFP®
CFP®
Partner, Financial Advisor
...
EDUCATION
B.S. Finance (Major), Spanish (Minor), University of Nebraska - Lincoln
BIO
Alicia began her career with the FDIC as a Bank Examiner, after receiving her undergraduate degree from UNL. She spent 10 years working for the FDIC, in the Hiawatha, IA and Milwaukee, WI field offices. She then stayed at home with her young kids for 6 years. In 2021, Alicia began the education and training for her Candidate for Certified Financial Professional, CFP®, certification. She was certified on June 22, 2022.
JOINED FIRM
2022
Bo Northup
CRC, LUTCF
CRC, LUTCF
Senior Financial Advisor
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EDUCATION
BA, Accounting, Minor in Business, Minor in Communications, Central College
BIO
Bobby 'Bo' Northup is a financial advisor with Financial Integrators and holds a CRC (Certified Retirement Counselor) designation, offering more than 40 years of experience in the financial services industry.
Bo is a graduate of Central College in Pella, Iowa, with a degree in accounting and minors in business and communication. He has also earned the Life Underwriter Training Council Fellow designation. Growing up in rural Iowa, Bo learned the importance of compassion and helping others. His interest in numbers and talking with people influenced his decision to pursue his current career which has turned into a lifetime career.
Bo is actively involved in his church and the Pekin Community Scholarship Fund. He and his wife Julie enjoy spending time together and supporting their children Kayla, Trenton and Trever in their many endeavors. Kayla is also married with four children that Bo and Julie immensely enjoy.
JOINED FIRM
2022
Jeff Pacha
Partner, Financial Advisor
...
EDUCATION
BBA, Finance, University of Iowa Tippie College of Business
BIO
Jeff is a dedicated financial planner who focuses on creating personalized strategies to help his clients achieve their retirement and estate planning goals. He believes in building lasting relationships by focusing on what matters most to each individual and family, and designing plans tailored to their unique objectives. A four-year varsity letter winner for the Iowa Baseball team, Jeff continues to be involved in the community as a board member of the Johnson County I-Club. Jeff resides in Iowa City with his wife, Molly, and their three children Henry, Emmie, and Cooper.
JOINED FIRM
2011
Derek Parker
BFA
BFA
Partner, Financial Advisor
...
EDUCATION
BBA, Finance, University of Iowa Tippie College of Business
BIO
Derek joined the firm in 2011 after earning 2 Business degrees from The University of Iowa. With over a decade of experience, Derek enjoys tackling complex financial situations and breaking them down into clear, understandable steps so clients can feel confident in their decisions He genuinely cares about getting to know his clients—their stories, their “why,” and what matters most—so he can help them overcome challenges and build a path toward lasting financial success.
Outside the office, Derek loves spending time with his wife and their two children. He’s an avid fan of Hawkeye athletics and the Green Bay Packers and he enjoys staying active—whether it’s working out or simply getting outdoors to enjoy the elements.
JOINED FIRM
2011
Heather Rathbun
Financial Advisor
...
EDUCATION
BA, Elementary Education, Iowa Wesleyan College
BIO
Heather specializes in financial planning for individuals and families. She aims to help clients reach their goals, both personal and financial. Before joining the firm, Heather worked at Cambridge Investment Research for 13 years as a Compliance Analyst and Practice Management Consultant.
JOINED FIRM
2021
Ryne Schooley
Financial Advisor
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EDUCATION
BBA, Finance, Mount Mercy University
BIO
Ryne joined BFS in 2024 as a financial advisor helps individuals, families and businesses create a financial plan for their life journey. Ryne enjoys listening to clients' stories and is humbled to be a part of their successes. Ryne specializes in retirement income planning, distribution methods, life and disability insurance, tax strategies and estate planning. He focuses on tailoring strategies to the clients wants and needs while creating a meaningful, life-long relationship. Ryne played baseball at Iowa Western Community College, Wichita State University and Mount Mercy University
Ryne and his wife, Ashley, reside in Solon.
JOINED FIRM
2024
Quentin Sefrit
Financial Advisor
...
EDUCATION
BA, Economics and Finance, Minors in Business Analytics and Management, Simpson College
BIO
Quentin is a financial advisor dedicated to helping clients gain clarity and confidence in their financial lives. He began his career at the firm in the Asset Management department, where he served as a subject matter expert in portfolio management, complex investment products, trading operations, and more. Today, he draws on that background to simplify the complex and provide comprehensive financial planning solutions tailored to each client’s needs. Quentin holds his Series 7 and 66 securities licenses, along with life and health insurance licenses in several states.
Prior to joining the firm, he played baseball at Simpson College while studying Economics, Finance, and Business Analytics. Quentin resides in Waukee with his wife, Ashton and their dog Griffen.
JOINED FIRM
2021
Brianna Waller
Financial Advisor
...
EDUCATION
Finance, University of Iowa
BIO
Brianna has built upon her background in finance through hands-on experience working alongside a team of seasoned financial professionals. She holds her Series 7, Series 66 as well as life, health, and accident insurance licenses. She brings a well-rounded, comprehensive approach to financial planning. Her commitment focuses on providing peace of mind to clients by helping make informed, strategic financial decisions that adapt with life's changes. Outside of work, Brianna spends her time trying new food, attending Hawkeye games with friends & family, and staying active.
JOINED FIRM
2025
Professional Staff
Anthony Ayala
Senior Risk Management Associate
...
EDUCATION
Liberal Arts and Sciences, Iowa State University
BIO
Anthony assists advisors and other FI employees with annuity or life insurance needs. Prior to joining Financial Integrators, he worked for an advisor’s office and insurance carrier.
JOINED FIRM
2025
Kyle Bachara
Financial Plan Associate
...
EDUCATION
Drake University, Economics and Mathematics
BIO
As a Financial Plan Associate, Kyle assists advisors with the development and ongoing maintenance of financial plans. Prior to joining the Financial Planning team, Kyle worked as an intern with the Asset Management team.
JOINED FIRM
2022
Kyle Battani
Paraplanner
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EDUCATION
Drake University, Finance
BIO
As a Paraplanner, Kyle focuses on the preparation of client meeting agendas. He assists clients in the resolution of inquiries, and follows up on post-meeting client tasks. Prior to joining the Paraplanning team, Kyle worked as an intern with the Asset Management team.
JOINED FIRM
2023
Stacie Bedford
Partner, Senior Operations Associate
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EDUCATION
Associate of Applied Arts Degree, Clinton Community College
Kirkwood Community College
BIO
Stacie has over twenty years of experience in marketing, communications and relationship building. She leads our new client relations division and enjoys working with the newest members of our wealth management family and continuing to build relationships with our existing clients.
JOINED FIRM
2013
Matt Boehnke
CFP®
CFP®
Partner, Director of Financial Planning
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EDUCATION
BGS, University of Iowa
BIO
Matt works on the development, analysis and implementation of financial plans with our clients along with the advisors and clients affiliated with the firm. He also serves as a registered principal supervising those representatives affiliated with the broker/dealer. He began his career in the financial services industry in 2002 with a global financial services company and broker-dealer as a registered representative. Matt has over 20 years of experience with focus on regional sales management, financial planning and technology support; specifically with Smartworks and MoneyGuidePro platforms.
JOINED FIRM
2010
Emily Brown
Operations Associate
...
BIO
Emily provides paperwork to update clients' accounts as well as handling phone calls. She joins the firm with previous professional support and experience in the financial industry. Emily completes client requests and performs tasks associated with client appointments.
JOINED FIRM
2024
Indira Brizuela
CPA
CPA
Assistant Controller
...
EDUCATION
BA, Accounting, University of Carabobo
BIO
As Assistant Controller, Indira contributes to the firm’s strategic growth and financial stability by supporting operational accounting, financial reporting analysis, budget development and financial forecasting. Indira is a Certified Public Accountant (CPA) licensed in Iowa with a strong background in financial reporting from a broker-dealer and advisory firm that combines exceptional financial acumen with a strategic understanding of the wealth management industry.
JOINED FIRM
2025
Zachary Bushbaum
Senior Asset Management Associate
...
EDUCATION
BBA and Minor in Economics, Coe College
BIO
Zach focuses on trade mapping, execution, monitoring financial accounts and reviewing asset allocations for client meetings and for trade purposes. He has previous experience as an Operations Analyst and prides himself on his attention to detail.
JOINED FIRM
2023
Clark Buss
Partner, Managing Director of Practice Management
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EDUCATION
BBA, Marketing, Minor in Communication Studies, University of Iowa
BIO
Clark manages our marketing department. He is responsible for business strategy and development, marketing and communications, project management and public relations. He also provides practice management consultation for a nationwide network of affiliated financial advisors. Clark brings over three decades of broad financial services experience to benefit the clients and the firm, including 20 years at a global financial services company.
JOINED FIRM
2010
Sue Busta
Partner, Senior Paraplanner
...
EDUCATION
BS, Health Promotion, Minor in Business, University of Northern Iowa
BIO
Sue works with our financial professionals to ensure that the goals and recommendations outlined by individual financial plans are continuously being met for clients. Her meticulous attention to detail provides clients with the most current data in order to properly update and revise client profiles, as life events occur, with their financial advisors. Sue is truly dedicated to the overall success of the firm and takes great pride the work she produces as a Senior Paraplanner.
JOINED FIRM
2013
Josh Carritt
Technology Team Manager
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EDUCATION
BS, Computer Engineering, Iowa State University
BIO
Josh focuses on keeping the business network, communications and applications up and running. He also assists the staff with finding solutions to improve their day-to-day use of technology within the firm. Prior to joining the firm, Josh worked for a Fortune 500 company providing IT support to thousands of users worldwide.
JOINED FIRM
2022
Paul Cave
Senior Paraplanner
...
EDUCATION
BA, Business Administration with an emphasis in Finance, Clarke University
BA, Psychology, Clarke University
BIO
Paul focuses on the preparation of client meeting agendas. He assists clients in the resolution of inquiries and follows up on post-meeting client tasks. Additionally, Paul has previous experience as a financial representative and in account management.
JOINED FIRM
2020
Emma Chalmers
Compliance Associate
...
EDUCATION
BS, Accounting, Drake University
BIO
Emma focuses on client tax preparation, planning and strategies. She takes pride in helping maintain the firm’s internal accounting procedures through the element of accuracy in order to directly benefit the client.
JOINED FIRM
2020
Micaela Chase
Director of Client Operations
...
BIO
Micaela manages the Operations team at the firm. She has been in the financial services industry for 21 years, specializing in operations support. Micaela’s previous role was with another financial institution, working with advisors on brokerage and advisory-related issues.
JOINED FIRM
2016
Parker Cohen
Asset Management Associate
...
EDUCATION
BSBA, Finance and Actuarial Science, Drake University
BIO
As an Asset Management Associate, Parker supports the monitoring of financial accounts and the review of asset allocations under the supervision of our financial professionals. Parker interned within the Asset Management team here at the firm prior to joining full-time.
JOINED FIRM
2025
Jennifer Coleman
Client Services Associate
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EDUCATION
AS, Business, Indian Hills Community College
BIO
Jennifer has found a passion for serving others as the Client Services Associate within the firm. She is proud of continuing her education while working full-time and raising her family. She graduated from Indian Hills Community College in 2017 with a AS in Business. Jennifer shares the unique ability to aide clients through the process of welcoming them to all divisions of the firm family; tax services, bookkeeping and financial management.
JOINED FIRM
2009
Isaac Copley
Paraplanning Team Lead
...
EDUCATION
BS, Public Relations, Iowa State University
BIO
Isaac focuses on helping the team with the preparation of client meeting agendas. He assists clients in the resolution of inquiries and follows up on post-meeting client tasks. Isaac leads by example and takes pride in his role as paraplanner team lead.
JOINED FIRM
2021
Corey Day
Internal Client Portfolio Analyst
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EDUCATION
AA, NIACC
BIO
Corey works for our asset management division, implementing white-glove concierge asset management services and partnering with advisors to create innovative client portfolios. With over 18 years of experience in financial services, sixteen of those years were spent coaching advisors on transitioning from transaction-based solutions to fee and goal-based financial planning strategies.
JOINED FIRM
2021
Sally Derrick
Operations Associate
...
BIO
Sally assists with clinical updates to clients’ accounts as well as handling client correspondence. She coordinates with our broker-dealer operations department to ensure timely, accurate submissions. Sally has previous experience as an Operations Specialist and over 15 years in the banking industry.
JOINED FIRM
2022
Angelina Dietz
Field Supervisor
...
EDUCATION
BS, Business Administration and Management, University of Northern Iowa
BIO
Angie provides compliance consultative services and performs day-to-day supervision of advisors associated with our network of advisors. She has been in the financial services industry for over two decades, with most of her focus in a compliance role and financial advisor.
JOINED FIRM
2021
Seila Dolic
Accounting & Tax Assistant
...
EDUCATION
BS, Accounting, Iowa State University
BIO
As the Tax and Accounting Assistant at Financial Integrators, Seila supports the team with a variety of essential functions, including assisting with day-to-day accounting operations and ensuring that internal processes run smoothly. Her role contributes to the timely and accurate completion of client work, reinforcing the firm’s commitment to delivering reliable service and meeting regulatory standards. Seila has experience in banking and internal audit, which supports her role and contributes to the firm’s commitment to accuracy and integrity in every engagement.
JOINED FIRM
2025
Ariel Dols
Senior Paraplanner
...
EDUCATION
BA, Communication Studies, University of Iowa
BIO
Ariel focuses on the preparation of client meeting agendas. She assists clients in the resolution of inquiries and follows up on post-meeting client tasks.
JOINED FIRM
2021
Sarah Dols
Director of Compliance and Field Supervision
...
BIO
Sarah provides compliance consultative services, and performs day-to-day supervision of advisors associated with our network of advisors. She has held positions dating back over 20 years in the financial services industry, including registered sales assistant, advisor, wholesale marketing and case design, spending the bulk of her career in the compliance field.
JOINED FIRM
2015
Christine Douglas
Administrative Assistant
...
EDUCATION
Drake University, Grandview University (Entrepreneurial Studies, Military Science, Nursing)
BIO
Christine joined Financial Integrators as an Administrative Assistant, serving as the first point of contact for clients visiting the Coralville office. She welcomes clients, assists with inquiries, and ensures seamless follow-up on post-meeting tasks.
A long-time member of the Iowa City/Coralville community, Christine brings valuable experience from her previous roles at TIAA and the University of Iowa, giving her a strong foundation in both financial services and higher education.
Christine and her husband, Brian, have two children, who are proud graduates of Iowa City West High and Regina. When she’s not in the office, Christine enjoys flying, cooking in her chef’s kitchen, reading, and competing in - and mostly winning - local trivia contests.
JOINED FIRM
2025
Nicole Duff
CPA
CPA
Accountant
...
EDUCATION
BS, Accounting and Business Analytics, Iowa State University
BIO
Nicole focuses on internal accounting procedures to maintain the financial health of the company by ensuring accurate records and assisting in budget management. She also assists the tax team with the preparation of tax returns when needed. She is committed to upholding high standards of financial integrity to drive sound financial decision-making within Vision. Nicole also applies her past experience as a cost accountant in the manufacturing industry with the firm.
JOINED FIRM
2024
Rob Edwards
CPFA
CPFA
Relationship Manager and QRP Team Manager
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EDUCATION
BBA, Finance and Minor in Spanish, Iowa State University
BIO
Rob is a registered representative and principal with over 25 years experience working with employer-sponsored retirement plans. He consults and assists plan fiduciaries with all aspects of retirement plan design and ongoing plan management. Rob is passionate about helping employers optimize their retirement plan benefits to drive desired business and participant outcomes.
JOINED FIRM
2024
Brody Everitt
Financial Assistant
EDUCATION
Iowa State University, Financial Counseling and Planning
BIO
As a Financial Assistant, Brody assists the Financial Integrators teams in meeting their goals. The role focuses on supporting advisors with various work, such as organizing financial information, ensuring accuracy, and assisting with day-to-day tasks. Outside of work, Brody loves to golf, ski, and do many activities outdoors.
JOINED FIRM
2026
Ryan Fleming
Senior Paraplanner
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EDUCATION
BSBA, Finance and Economics, Drake University
BIO
Ryan focuses on the preparation of client meeting agendas. He assists clients in the resolution of inquiries and follows up on post-meeting client tasks. Prior to joining the Paraplanning team, Ryan worked as an intern with the the firm Asset Management team.
JOINED FIRM
2021
Kaleb Foster
Paraplanner
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EDUCATION
BS, Organizational Leadership, Ozark Christian College
BIO
As a Paraplanner, Kaleb focuses on the preparation of client meeting agendas. He assists clients in the resolution of inquiries, and follows up on post-meeting client tasks. Prior to joining Financial Integrators, Kaleb worked as a real estate agent for the past half decade. Outside of work, Kaleb enjoys golf and outdoor activities as well as watching sports or traveling with his wife.
JOINED FIRM
2026
Andrew Gjersvik
Paraplanner
...
EDUCATION
BA, Music, Drake University
BIO
As a Paraplanner, Andrew focuses on the preparation of client meeting agendas. He
assists clients in the resolution of inquiries, and follows up on post-meeting client tasks.
Prior to joining Financial Integrators, Andrew worked as Unemployment Hearing
Coordinator at Equifax.
JOINED FIRM
2026
Morgan Hackett
MBA
MBA
Controller
...
EDUCATION
BA, Accounting and Finance, Grand View University
MBA, University of Iowa
BIO
Morgan oversees the firm’s operational accounting, production and analysis of financial reports. She is also responsible for developing the annual budget and preparing financial forecasts to help ensure the fiscal welfare of the firm. Prior to joining the firm, Morgan worked as an Accounting and Special Projects Manager at a large law firm in Des Moines.
JOINED FIRM
2021
Kain Harrison
Staff Accountant
...
EDUCATION
MACC in Accounting, Iowa State University
BIO
Kain focuses on the preparation and entry of tax data, reviewing records for accuracy and preparation of tax estimates. Prior to joining Vision Financial Group, Kain graduated from Iowa State University with a specialization in Tax and was involved with the Volunteer Income Tax Assistance(VITA) program with the IRS.
JOINED FIRM
2024
Cade Henrickson
Staff Accountant
...
EDUCATION
BA, Accounting, University of Northern Iowa
BIO
Cade focuses on the entry of tax data, reviewing records for accuracy and the preparation of tax estimates. Prior to joining Vision Financial Group Cade graduated from the University of Northern Iowa with a degree in Accounting.
JOINED FIRM
2024
Doug Hohertz
Internal Investment Research Analyst
...
EDUCATION
BBA, Finance, Texas Tech University
MSBA, Finance, Texas Tech University
BIO
Doug is an investment analyst within the firm while also holding a member seat on the investment committee. He brings over two decades of experience leading research, analysis, asset allocation and portfolio management on various energy strategies serving domestic and international institutional investors and family offices. Given the economic and geopolitical sensitivities of various commodities and industries, the proper pairing of top-down bottom-up analysis was a key component of portfolio positioning. Before his investment career, Doug was a financial executive for a multinational oilfield service company serving in multiple countries before taking the helm over various regional areas of operation. Doug does not offer securities/advisory services.
JOINED FIRM
2024
Arild Holm
CFA
CFA
Partner, Chief Investment Officer
...
EDUCATION
BS (Honours), Management, University of Manchester Institute of Science and Technology in England
MBA, with a concentration in Finance, University of Colorado
BIO
Arild brings three decades of extensive national and international experience as a financial analyst, researcher and portfolio manager at large mutual funds, pension funds and a sovereign wealth fund to the firm as a lead member of our investment committee. He adds significant depth to our investment philosophy and process for the benefit of clients. Arild also holds the Chartered Financial Analyst (CFA) designation.
JOINED FIRM
2022
Sarah Howser
Paraplanning Team Manager
...
EDUCATION
BS, Business Management and Business Marketing, Iowa State University
BIO
Sarah manages the Paraplanning team at the firm, as well as, assists clients and reps with requests/inquiries, reviews assets, prepares materials for meetings, assists with the sale of new insurance policies and reviews and services existing insurance policies.
JOINED FIRM
2015
Spencer Hoyka
Accounting Coordinator
...
EDUCATION
Central College, Business Management
BIO
As an Accounting Coordinator, Spencer focuses on managing the daily financial operations of the company by overseeing the full cycle of Accounts Payable and Accounts Receivable, as well as providing essential financial data preparation for the executive team. He also provides vital support to the finance team during month-end closings. Prior to joining Financial Integrators, Spencer has experience working with both public and private accounting sectors.
JOINED FIRM
2025
Clay Hulsey
Senior Retirement Plans Service Associate
...
EDUCATION
BM, University of Redlands, CA
BIO
Clay is a dynamic product and marketing professional with over 25 years of work with employer-sponsored retirement plans. He supports the Qualified Retirement Plans team through consultative data analysis and industry insights accompanied by project management and process improvements, all geared to optimize your retirement plan service experience with Financial Integrators.
JOINED FIRM
2025
Andrew Jensen
Risk Management Relationship Manager
...
EDUCATION
BSC, Business, Upper Iowa University
BIO
Andrew works closely with clients in the development, analysis and implementation of product solutions as a licensed insurance representative. Prior to joining the firm, he worked in marketing for a major life insurance and investment company.
JOINED FIRM
2009
Eric Johnson
JD, CPA, CLU, ChFC
JD, CPA, CLU, ChFC
Director of Advanced Case Design
...
EDUCATION
BBA, Finance and Economics, University of Iowa
Doctor of Jurisprudence, Drake University
BIO
Eric serves as a subject matter expert on topics related to life insurance, qualified and non-qualified retirement plans and tax planning. Prior to working at the firm he spent 11 years as the director of advanced markets at a large financial services company, focusing on case design and implementation of life insurance and annuity solutions. Eric also has 12 years of experience with two CPA firms, where he designed and administered qualified and non-qualified deferred compensation plans. He also served as a trust officer at a major bank.
JOINED FIRM
2019
Jamie Jones
Operations Team Lead
...
EDUCATION
BA, Finance and Real Estate, University of Northern Iowa
BIO
Jamie serves as an our Operations Team Lead, she has been in the industry for over 12 years. She specializes in operations support by preparing paperwork, processes new business applications and handles customer service items. She is also a residential Realtor. Prior to the firm Jamie worked for a title company in Waterloo in addition to working as a receptionist at a salon in Cedar Falls during college.
JOINED FIRM
2006
Julie Jones
Senior Relationship Manager
...
EDUCATION
BBA, Finance, Iowa State University
BIO
Julie provides advisors with operations support, new account setup, portfolio management and financial plan consulting. Prior to joining the firm, Julie worked at a large financial services company for 21 years, with the last 16 years as a sales consultant for various investment products.
JOINED FIRM
2022
Justice Jones
Asset Management Associate
...
EDUCATION
BS, Finance, Iowa State University
BIO
As an Asset Management Associate, Justice focuses on monitoring financial accounts and reviewing asset allocations on behalf of our financial professionals. Justice was also an intern at the firm before he joined as a full-time employee.
JOINED FIRM
2024
Grant Judkins
Financial Assistant
EDUCATION
University of Iowa, Finance, Played baseball at the University of Iowa
BIO
As a Financial Assistant, Grant assists the Financial Integrators teams in meeting their goals. The role focuses on supporting advisors with various work, such as organizing financial information, ensuring accuracy, and assisting with day-to-day tasks. Grant is a former professional baseball player for the Oakland Athletics organization and outside of work he enjoys participating in sports, traveling, and spending time with family and friends.
JOINED FIRM
2026
William Jump
CFP, EA
CFP, EA
Field Supervisor, Financial Advisor
...
EDUCATION
BBA, Accounting, University of Iowa
BIO
Bill supervises a network group of financial advisors, helping them stay in compliance with broker-dealer and regulatory rules. He also engages in securities production as a financial advisor. Bill formerly served as an OSJ Delegate, performing many of the same duties noted above.
JOINED FIRM
2016
Kathryn Kahn
Partner, Communications Associate
...
EDUCATION
BS, Health Promotion and Minor in Communication Studies, University of Iowa
BIO
Kathy brings over 20 years of experience in business management and customer service to her role as Communications Associate at Financial Integrators (FI). She helps organize and implement communication strategies both internally and externally within FI. She is responsible for overseeing the firm's website, list management and social media coordination.
JOINED FIRM
2022
Logan Keller
Paraplanner
...
EDUCATION
BA, Finance, University of Iowa
BIO
Logan focuses on the preparation of client meeting agendas. He assists clients in the resolution of inquiries, and follows up on post-meeting client tasks. Prior to joining Financial Integrators, Logan attended the University of Iowa with a Bachelor’s in Finance.
JOINED FIRM
2026
Kay Kemp
Director of SME Services
...
EDUCATION
BS, Finance and Marketing, Upper Iowa University
BIO
Kay is responsible for leading and managing vital teams including paraplanning, Financial Planning, Accounting & Tax and Estate/Advanced Planning. Focusing on promoting continuous improvements and knowledge development in conjunction with initiatives of the firm from a project management perspective. Kay joined the firm with over 30 years of financial services industry experience.
JOINED FIRM
2024
Katie Kisling
Executive Assistant
...
BIO
Katie serves as an executive assistant for Financial Advisor Jim Wessels. Katie has worked in finance for many years at large and small companies.
JOINED FIRM
2019
Michael Lamparek
Paraplanner
...
EDUCATION
BS, Marketing, Iowa State University
BIO
Michael focuses on the preparation of client meeting agendas. He assists clients in the resolution of inquiries and follows up on post-meeting client tasks through his role as a Paraplanner. Prior to joining the firm, Michael worked in the Real Estate Tax Department in the banking industry.
JOINED FIRM
2023
Wendy Lilly
CPFA
CPFA
Senior Retirement Plans Service Associate
...
EDUCATION
BBA, Marketing, University of Iowa
BIO
Wendy works to support, drive and service Qualified Retirement Plans. As a Retirement Plans Service Associate, she works closely with the firm's advisors, employers and employees of servicing companies to provide intricate plan details and facilitate communication between all. Prior to joining the firm, she held various positions in the financial services industry, but most recently worked as a Preschool Special Education Associate.
JOINED FIRM
2023
Derek Lillyblade
Senior Asset Management Associate
...
EDUCATION
BS, Finance, Iowa State University
BIO
Derek focuses on producing asset allocations for trade mapping and meeting purposes, monitoring financial accounts, executing trades and participating in projects to ensure the efficiency of processes.
JOINED FIRM
2023
Molly Logsdon
Retirement Plans Service Associate
...
EDUCATION
Bachelor of Science in Human Development and Family Studies, Minor in Psychology, Iowa State University
BIO
Molly works to support and service Qualified Retirement Plans. As a Retirement Plans Service Associate, she works closely with the firm's advisors, employers and employees of servicing companies to provide intricate plan details and facilitate communication between all. Prior to joining the firm, Molly worked as a Program Director for a non-profit organization.
JOINED FIRM
2024
Nikki Logsdon
Accounting & Tax Assistant
...
EDUCATION
BS, Business & Marketing Minor, Colorado State University/Upper Iowa University
BIO
As a member of the Tax Team, Nikki provides comprehensive client support and communication, fostering strong relationships through collaboration across Financial Integrators' teams and with outside advisors. She ensures smooth operations with a commitment to client and colleague success through trust, reliability, and consistent follow-through.
Prior to joining Financial Integrators, Nikki spent five years in the wealth management industry, providing support to advisors within a local broker-dealer as well as within variable annuity operations. For the past twelve years, she has delivered district office support to families and colleagues throughout Ankeny and the surrounding communities.
JOINED FIRM
2025
Bobbi-Jo Markle
Senior Paraplanner
...
BIO
Bobbi-Jo uses her previous expertise to shine in her role as a Senior Paraplanner. She worked at Cambridge Investment Research for 6 years in their operations department assisting advisor offices and their clients and is extremely knowledgeable and passionate about working in the financial industry.
JOINED FIRM
2022
Brandon McCarty
Paraplanner
...
EDUCATION
MBA and BA Business Administration, University of Northern Iowa
BIO
Brandon focuses on the preparation of client meeting agendas. He assists clients in the resolution of inquiries, and follows up on post-meeting client tasks. Prior to joining Financial Integrators, Brandon attended the University of Northern Iowa with a Master’s in Business Administration.
JOINED FIRM
2025
Shane McMahon
CFA
CFA
Senior Advanced Case Design Specialist
...
EDUCATION
BA, MBA Finance, University of Iowa
BIO
As a member of the investment team, Shane assist advisors with investment strategies, model selection and complex product solutions. Prior to joining Financial Integrators, Shane held various roles within a global asset management firm most recently as Client Portfolio Manager.
JOINED FIRM
2025
Kenny Myers
Data Operations and Quality Lead
...
EDUCATION
BFA, Performance Production, Cornish College of the Arts
MBA and MS in Data Analytics, Western Governors University
BIO
As the Data Operations and Quality Lead, Kenny is responsible for ensuring the completeness and accuracy of all data firm wide. He works closely with our Solutions Architect to implement systems that allow for our data to flow easily and efficiently from one location to another. Outside of work he has 3 kids, loves cooking, playing video games, hiking, and camping.
JOINED FIRM
2026
Donnet Nolte
Senior Operations Associate
...
EDUCATION
BA, Liberal Studies, University of Northern Iowa
BIO
Donnet helps with new account opening, money desk and transfer requests, as well as any maintenance needed on client accounts such as address or beneficiary changes. Donnet’s prior position was a mortgage processor with a large financial institution. She worked in two departments, new home purchase and refinance, during her time at that company.
JOINED FIRM
2016
Nick Oelmann
Junior Fixed Income Associate
...
EDUCATION
BS, Marketing, Minor in Finance, Iowa State University
BIO
Nick's current role involves trade mapping client portfolios and bond ladder execution. Prior to working at the firm, Nick worked at a global staffing company as a recruiter.
JOINED FIRM
2021
Ashlynn Pecinovsky
CPA
CPA
Accounting and Tax Consultant
...
EDUCATION
BA, Accounting, Management Information Systems, University of Northern Iowa
BIO
Ashlynn focuses on the preparation and review of individual and business tax returns and preparing tax projections. She also assists clients in the resolution of tax inquiries and helps with tax research when needed. In addition to her current role as a Tax Consultant within the firm, Ashlynn applies previous experience as a senior tax and audit associate.
JOINED FIRM
2023
Kim Pegg
Senior Operations Associate
...
BIO
Kim supports our clients and the firm's staff members in numerous ways. She assists with providing paperwork to update clients’ accounts, as well as handling client phone calls. Kim coordinates with our broker-dealer operations department to ensure timely, accurate submissions. Prior to working at the firm, she was a salon manager and hairstylist for 10 years.
JOINED FIRM
2016
Andrew Perry
Trade Review Principal
...
EDUCATION
BA, History and BA, Political Science, University of Iowa
BIO
Andrew supervises financial professionals’ new business submissions as well as transactions in existing accounts to ensure regulatory, policy and procedural standards are met. Over the span of 15 years, he has held various positions in the industry. Andrew primarily enjoys the supervisory role as it provides an opportunity to educate and work with financial professionals in a collaborative manner.
JOINED FIRM
2021
Sean Phillips
CFA
CFA
Solutions Architect
...
EDUCATION
BSBA, Finance and Accounting, Drake University
BIO
Sean works as a Financial Analyst with responsibilities primarily consisting of portfolio construction and trading. His most recent prior job was at a financial services firm in town, where he worked as a customer relationship manager on behalf of a small team of financial advisors.
JOINED FIRM
2016
Summer Plourd
CPA, CMA
CPA, CMA
Accounting and Tax Manager
...
EDUCATION
BS, Business Administration, Old Dominion University
Master of Science in Accounting, Old Dominion University
BIO
Summer focuses on the preparation and review of individual and business tax returns and preparing tax projections. She also assists clients in the resolution of tax inquiries and helps with tax research when needed. Prior to joining the firm, Summer has worked for mid-size regional public accounting firms to large corporate companies. She has experience in the real estate, agriculture, small business, workers comp, risk management and insurance industries with over 10 years of experience.
JOINED FIRM
2024
Andrew Postma
Paraplanner
...
EDUCATION
BBA, Finance, University of Iowa
BIO
As a Paraplanner, Andrew focuses on the preparation of client meeting agendas. He assists clients in the resolution of inquiries, and follows up on post-meeting client tasks. Prior to joining the Paraplanning team, Andrew worked in a similar role with the Retirement Plans team.
JOINED FIRM
2025
Marcus Reecy
Technical Support Specialist / Jr Security Administrator
...
EDUCATION
Bachelor of Science, Cyber Security, Iowa State University
BIO
Marcus is doing his best to ensure everything from software to hardware is running
smoothly. On the other hand, while working as the Jr Security Administrator Marcus will
be doing his upmost to ensure that the security of the system and peoples information
remains exactly where it needs to be; in their hands.
JOINED FIRM
2026
Kelsey Rodgers
Senior Operations Associate
...
BIO
Kelsey provides paperwork to update clients' accounts as well as handling phone calls. She completes client requests and performs tasks associated with client appointments. Prior to joining the firm, Kelsey worked as a nursing assistant for 9 years.
JOINED FIRM
2020
Mindy Rogers
Human Resources Generalist
...
EDUCATION
BS, Event Management, Iowa State University
BIO
As an HR Generalist, Mindy manages the entire employee lifecycle, from hiring to retirement. Her responsibilities include leading full-cycle recruitment and onboarding, administering all employee benefits, and ensuring smooth HR operations.
JOINED FIRM
2021
Christine Rudd
Administrative Assistant
...
BIO
Christine greets clients when they arrive for their appointments. She focuses on scheduling client meetings, booking meeting rooms and ensuring that the schedule flows smoothly. She helps build client relationships as the first point of contact in the office and for incoming phone calls. Outside of work, Christine enjoys spending time with her husband and two children on bike rides, walks, and exploring new places.
JOINED FIRM
2026
Todd Saffell
HR Manager
...
EDUCATION
BS, Interdisciplinary Studies (Business & Religion), Liberty University
BIO
Todd is dedicated to fostering an organizational culture that encourages both personal and professional growth. Drawing on his extensive background in the military, sales, training, operations, and leadership development, he is driven by a strong passion for cultivating exceptional leaders.
JOINED FIRM
2026
Sue Schlegel
Operations Associate
...
EDUCATION
BA, Psychology, Creighton University
BIO
Sue makes client appointments, completes tasks associated with client requests and performs tasks associated with client appointments. Prior to joining the firm, Sue was the leader of an operations department as back office administration for life insurance carriers.
JOINED FIRM
2017
Randy Schwartz
Relationship Manager
BIO
Approaching 30 years in the financial services industry Randy continues to believe that
excellence in customer service is paramount to building a flourishing business. Getting
introduced into the financial world on the health insurance side he went on to acquire
the Series 7 and Series 66 licenses and progressed to leading a financial services office
in Madison, Wisconsin as their Operations Manager for the past 20 years. Authenticity,
kindness and education are some of the building blocks that foster relationships that we
all desire and he does his best to engage those tools daily.
Randy and his wife raised four super kids and now with his spare time, he enjoys
creating new trails through their woods while getting to work on his lumberjack skills and
is excited to build his own pond in the near future.
JOINED FIRM
2026
Arnav Shrestha
Asset Management Associate
...
EDUCATION
Augustana College, Economics & Data Analytics
BIO
As an Asset Management Associate, Arnav focuses on monitoring financial accounts and reviewing asset allocations on behalf of our financial professionals. He also focuses on trade executions Prior to joining Financial Integrators, Arnav worked as a Data Analyst at ITS Augustana College.
JOINED FIRM
2025
Kyle Smith
Operations Associate
...
EDUCATION
BS, Business, Iowa State University
BIO
Kyle processes client meeting files and notifies the asset management team of requested investment trades. She makes sure all client files are scanned for paperless documentation and provides back up for scheduling client meetings, processing mail, and aiding with paraplanning as needed. Prior to joining the firm, Kyle was a Sales Team Leader and Account Manager.
JOINED FIRM
2016
Maggie Smith
Administrative Assistant
...
EDUCATION
Fairfield High School
BIO
Maggie serves as the first point of contact for clients, both in the office and over the phone, helping to build and maintain strong relationships. With six years of experience in the financial industry, she brings a detail-oriented approach and a commitment to excellent service. Outside of work, Maggie enjoys traveling and spending time with loved ones.
JOINED FIRM
2025
Nate Smith
Systems Administrator
...
EDUCATION
Management Information Systems, Buena Vista University
BIO
As a systems administrator, Nate specializes in managing modern infrastructure with a focus on ensuring operations remain seamless and secure. His goal is to maintain secure operations. A focus on stability and protection has defined his career, which includes experience across the insurance, healthcare, education, and legal sectors prior to joining Financial Integrators.
JOINED FIRM
2026
Lana Snyder
Executive Assistant
...
EDUCATION
BS, Hotel, Restaurant & Institutional Management, University of Minnesota
BIO
Lana serves as an executive assistant for Financial Advisor, Peter Hill. As an executive assistant, she works directly with clients and advisors and coordinates Peter’s schedule. Before joining the firm, Lana worked at another financial services organization.
JOINED FIRM
2023
Anne Spain
Administrative Team Manager
...
EDUCATION
Associates, Business Management, Clinton Community College
BIO
As the Administrative Team Manager, Anne works closely with other leaders at the firm to ensure that the admin team is working efficiently to keep aligned with our core values, and goals as a firm. Anne also enjoys being able to interact with clients on the phone, or when she jumps back into her previous role to cover the desk. She helps build relationships across the firm with all the teams that we have here at FI, making sure everyone knows the admin team is always there to help out! Anne started with Vision Financial Group prior to the merger and name change to Financial Integrators. You might recognize her if you are a client of our Des Moines office, as she held the role of receptionist/admin assistant there for almost 2 years. Prior to joining Vision Financial Group, Anne worked as a teller at First Central State Bank in eastern Iowa. This is where Anne’s passion for the financial services industry and customer service began.
JOINED FIRM
2024
Andrew Stabno
Full Service Bookkeeper
...
EDUCATION
BS, Accounting, Emphasis Auditing & Statistics, Iowa State University
BIO
As a Full Service Bookkeeper, Andrew focuses on helping clients keep their businesses in order by assisting clients with their accounting, payroll and record keeping needs. Andrew has a background in General Ledger Accountancy and Treasury Solutions.
JOINED FIRM
2025
Laci Stump
Executive Assistant
...
BIO
With over 18 years of experience in administrative support and management, Laci brings organization, efficiency, and a positive attitude to everything she does. As an Executive Assistant, she helps keep daily operations running seamlessly-balancing scheduling, communication, and executive support with precision and care. Known for her reliability and upbeat nature, Laci is dedicated to fostering a smooth, productive workplace where everyone can thrive. Outside of work, Laci enjoys hunting, cooking, and watching/attending all kinds of sports. She’s a proud mom of two sons who travel the country working in the welding field.
JOINED FIRM
2025
Kristyn Taylor
Senior Operations Associate
...
BIO
Kristyn makes sure that t’s are crossed and i’s dotted. She shares the firm’s level of concern and commitment to take care of our clients as job number one. As Office Manager, Kristyn’s attention to detail ensures the firm runs like a well-oiled machine.
JOINED FIRM
2019
Jacob Tennyson
Senior Asset Management Associate
...
EDUCATION
BS, Finance, Iowa State University
BIO
Jacob focuses on producing asset allocations for trading and client meeting purposes and executing trades. Prior to working at Vision Financial Group, Jacob worked in a sales role.
JOINED FIRM
2023
Emily Tripp
Senior Financial Plan Associate
...
EDUCATION
BA, Economics with Finance Emphasis and BA, Mathematics, Simpson College
BIO
Emily assists advisors with the development and ongoing maintenance of financial plans. She previously worked in the home mortgage division at a large financial institution.
JOINED FIRM
2013
Sonali Upadhye
Operations Associate
...
BIO
Sonali helps with the opening of new accounts, updates paperwork to maintain current clients' accounts and manages phone calls in her role as Operations Associate within the firm. She completes client requests and performs tasks associated with client appointments. Sonali joined our firm with previous experience in the financial industry.
JOINED FIRM
2024
Cindy Vandenburg
Senior Insurance Solutions Specialist
...
EDUCATION
BA, Elementary Education and an Early Childhood endorsement, University of Northern Iowa
BIO
Cindy has been with the same firm throughout her financial career, which spans over 29 years. Her current position is support staff for a financial advisor, assisting with health insurance, disability insurance, life insurance, and long-term care. Her previous career was as a school teacher.
JOINED FIRM
1990
Chuck Van Devander
Director of Risk Management
...
EDUCATION
B.S. Accounting, Arizona State University
Law Degree and Masters in Taxation, University of Denver
BIO
As the Director of Risk Management, Chuck focuses on growing opportunities to place life insurance, annuities and other insurance products inside a client’s overall financial strategy. He works with the Risk Management team and company leaders to create the forward looking strategy and implements those opportunities with the greatest likelihood of success. For the past 35 years, Chuck has worked for various insurance carriers and agencies leading their sales and marketing teams to new levels of success through creative and innovative approaches. When not at work, Chuck enjoys doing anything outdoors, especially in the mountains of Colorado and Montana.
JOINED FIRM
2025
Kaylee Van Pelt
Retirement Plans Service Associate
...
EDUCATION
BA, Finance and Economics, University of Northern Iowa
BIO
As a Retirement Plans Service Associate, Kaylee works closely with the firm's advisors, employers and employees of servicing companies to provide intricate plan details and facilitate communication between all. Prior to joining Financial Integrators, Kaylee worked as a seasonal tax preparer at a CPA firm.
JOINED FIRM
2026
Aimee Van Roekel
Senior Paraplanner
...
EDUCATION
BA, Management and French, Simpson College
MBA and Master of Arts in Teaching, Drake University
BIO
Aimee focuses on the preparation of client meeting agendas and follows up on post-meeting tasks. She also resolves customer queries on a wide variety of topics. Prior to joining the firm, Aimee worked as a Business Analyst at a large insurance company.
JOINED FIRM
2006
Luke Van Roekel
Paraplanner
...
EDUCATION
BA, Finance, University of Northern Iowa
BIO
As a Paraplanner, Luke focuses on the preparation of client meeting agendas. He
assists clients in the resolution of inquiries, and follows up on post-meeting client tasks.
Outside of work, Luke enjoys golfing, staying active, and spending time with family.
JOINED FIRM
2026
Jesse Van Wyk
CPA
CPA
Accounting and Tax Consultant
...
EDUCATION
BA, Accounting, Business Administration, Northwestern College
BIO
As an Accounting and Tax Consultant, Jesse focuses on the preparation of individual and business tax returns. He also assists clients with projections and offers guidance to help clients meet financial objectives. Jesse applies his previous experience as a Senior Tax Associate at a large accounting firm to bring superior service to FI’s accounting and tax clients.
JOINED FIRM
2025
Christiaan Walbaum
Technology Support Specialist
...
EDUCATION
Coursera, Python Programming & Google IT Support
Udemy inc, CompTIA A+
Loyola University, Anthropology
BIO
As a Tech Support Specialist, Christiaan focuses on assisting FI staff with finding solutions to improve their day-to-day use of technology. Prior to joining Financial Integrators, Christiaan worked as Tier III Executive IT Support for a multi-national enterprise following an acquisition working as an IT generalist for the healthcare industry. Christiaan has spent over 10 years working in tech roles across multiple industries.
JOINED FIRM
2024
Ryan Webb
Asset Management Associate
...
EDUCATION
BS, Finance and Management, Iowa State University
BIO
Ryan focuses on trade execution, reviewing and updating asset allocations for client meetings and trades and monitoring financial accounts. Prior to joining the firm, Ryan worked as a merchandiser at Iowa Beverage.
JOINED FIRM
2024
Melissa Wessels
Executive Assistant
...
EDUCATION
Bachelor of Pharmacy (BPharm), University of Iowa
BIO
Melissa serves as an Executive Assistant for her husband, Jim Wessels, and handles various marketing projects for the firm.
JOINED FIRM
2018
Nick Wessels
Business Analyst
...
EDUCATION
BS, Business Economics, South Dakota State University
MBA, Drake University
BIO
Nick focuses on the preparation of client meeting agendas. He assists clients in the resolution of inquiries and follows up on post-meeting client tasks. Nick started at the firm as an intern in 2016, and has worked with several departments including the asset management, paraplanning and financial planning teams.
JOINED FIRM
2016
Taylor White
Partner, Managing Director of Ensemble Services & Branch Manager
...
EDUCATION
BS, Marketing and Management, Iowa State University
BIO
Taylor leads Financial Integrators as the Branch Manager of our Office of Supervisory Jurisdiction (OSJ), providing financial advisors across the country with access to resources, subject matter expertise, and operational support. Beyond her Branch Manager role, she serves Financial Integrators as the Managing Director of Ensemble Services by directing client operations and allocating resources to implement unique technological solutions that create measurable efficiencies for representatives throughout the network. Before coming to work at the firm, she worked for a registered representative’s office in Minneapolis.
JOINED FIRM
2013
Nathan Wick
Asset Management Team Manager
...
EDUCATION
BS, Finance, Minor in Economics, Winona State University
BIO
Nathan is the manager of the Asset Management department. That team is responsible for generating reports for client meetings, portfolio analysis and trade mapping, model maintenance and management, monitoring financial accounts, executing trades and participating in projects to ensure efficiency among other processes. His role includes leadership of that team, portfolio analysis and strategic planning for financial professionals within our network. Before working at the firm, Nathan worked at a community bank in Winona, MN in the credit card and credit analysis departments.
JOINED FIRM
2020
Mitchell Wilkes
Paraplanner
...
EDUCATION
BBA, Economics, University of Iowa
BIO
As a Paraplanner, Mitchell focuses on the preparation of client meeting agendas. He assists clients in the resolution of inquiries and follows up on post-meeting client tasks. Prior to joining Financial Integrators, Mitchell worked several jobs while in school, from IT to customer service. Outside of work, Mitchell enjoys traveling and adventure, including scuba diving, drone photography, skiing, and trying exotic new foods.
JOINED FIRM
2026
Margie Witt
Executive Assistant
...
BIO
Margie serves as an executive assistant for Financial Advisor, Mike Berry. Margie provides the bedrock of client relations with Wealth Builders, Inc., beginning in 1996.
JOINED FIRM
2021
Henry Ziegler
Paraplanner
...
EDUCATION
Drake University, Economics
BIO
As a Paraplanner, Henry focuses on the preparation of client meeting agendas. He assists clients in the resolution of inquiries, and follows up on post-meeting client tasks. Prior to joining Financial Integrators, Henry worked as an Omnichannel Associate in Bentonville, AR.
JOINED FIRM
2024
Sam Zoske
Director of Expansion & M&A
...
EDUCATION
Business Management, Kirkwood Community College, Iowa State University and Buena Vista University
BIO
Sam uses this expertise of acquisitions, growth and networking to help lead firm expansion strategies. With over 17 years of experience in the pharmaceutical industry, he was successful in raising multiple rounds of venture capital as co-founder and Senior Vice President of Innovation and Strategy of a high growth pharmacy start-up . Sam spent a majority of those years acquiring, managing and operating multiple retail pharmacy locations throughout Iowa. Sam has knowledge and experience of both the buy and sell sides of numerous transactions and brings an infectious energy to the firm.
JOINED FIRM
2022
