Team OLD
We surround clients with collaborative problem solvers. We put the needs of our clients, the team, and our community above our individual desires.
Introducing nearly 70 financial service professionals with an incredible amount of passion for what we do. Get to know us. We’re the ones that make Vision Financial Group different.
Financial Advisors
Michael Berry
CFP®
CFP®
Financial Advisor
Kelli Brix
CFP®
CFP®
Financial Advisor
Kevin Lehman
Partner, Financial Advisor
Ken Martin
Financial Advisor
Alicia Mitros
CFP®
CFP®
Partner, Financial Advisor
Bo Northup
CRC, LUTCF
CRC, LUTCF
Senior Financial Advisor
Brianna Waller
Financial Advisor
Derek Parker
BFA
BFA
Partner, Financial Advisor
Dominique L'Heureux
Partner, Financial Advisor
Eric Johnson
Partner, Financial Advisor
Heather Rathbun
Financial Advisor
Jeff Pacha
Partner, Financial Advisor
Michael Brown
Financial Advisor
Quentin Sefrit
Financial Advisor
Ryne Schooley
Financial Advisor
Stacey Martin
CFP®
CFP®
Financial Advisor
Tyler Burgess
Financial Advisor
Professional Staff
Matt Boehnke
CFP®
CFP®
Partner, Director of Financial Planning
Emily Brown
Operations Associate
Zachary Bushbaum
Senior Asset Management Associate
Clark Buss
Partner, Managing Director of Practice Management
Josh Carritt
Technology Team Manager
Paul Cave
Senior Paraplanner
Emma Chalmers
Compliance Associate
Micaela Chase
Director of Client Operations
Ashlynn Pecinovsky
CPA
CPA
Accounting and Tax Consultant
Kyle Battani
Paraplanner
Shane McMahon
CFA
CFA
Senior Advanced Case Design Specialist
Aimee Van Roekel
Senior Paraplanner
Andrew Jensen
Risk Management Relationship Manager
Andrew Perry
Trade Review Principal
Andrew Postma
Paraplanner
Andrew Stabno
Full Service Bookkeeper
Andrew Gjersvik
Paraplanner
Angelina Dietz
Field Supervisor
Anne Spain
Administrative Team Manager
Anthony Ayala
Senior Risk Management Associate
Ariel Dols
Senior Paraplanner
Arild Holm
CFA
CFA
Partner, Chief Investment Officer
Arnav Shrestha
Asset Management Associate
Bobbi-Jo Markle
Senior Paraplanner
Brandon McCarty
Paraplanner
Brody Everitt
Financial Assistant
Cade Henrickson
Staff Accountant
Christiaan Walbaum
Technology Support Specialist
Christine Rudd
Administrative Assistant
Chuck Van Devander
Director of Risk Management
Cindy Vandenburg
Senior Insurance Solutions Specialist
Clay Hulsey
Senior Retirement Plans Service Associate
Corey Day
Internal Client Portfolio Analyst
Derek Lillyblade
Senior Asset Management Associate
Donnet Nolte
Senior Operations Associate
Doug Hohertz
Internal Investment Research Analyst
Emily Tripp
Senior Financial Plan Associate
Eric Johnson
JD, CPA, CLU, ChFC
JD, CPA, CLU, ChFC
Director of Advanced Case Design
Grant Judkins
Financial Assistant
Henry Ziegler
Paraplanner
Indira Brizuela
CPA
CPA
Assistant Controller
Isaac Copley
Paraplanning Team Lead
Jacob Tennyson
Senior Asset Management Associate
Jamie Jones
Operations Team Lead
Jennifer Coleman
Client Services Associate
Jesse Van Wyk
CPA
CPA
Accounting and Tax Consultant
Julie Jones
Senior Relationship Manager
Justice Jones
Asset Management Associate
Kain Harrison
Staff Accountant
Kaleb Foster
Paraplanner
Kathryn Kahn
Partner, Communications Associate
Katie Kisling
Executive Assistant
Kay Kemp
Director of SME Services
Kaylee Van Pelt
Retirement Plans Service Associate
Kelsey Rodgers
Senior Operations Associate
Kenny Myers
Data Operations and Quality Lead
Kim Pegg
Senior Operations Associate
Kristyn Taylor
Senior Operations Associate
Kyle Bachara
Financial Plan Associate
Kyle Smith
Operations Associate
Laci Stump
Executive Assistant
Lana Snyder
Executive Assistant
Logan Keller
Paraplanner
Luke Van Roekel
Paraplanner
Maggie Smith
Administrative Assistant
Marcus Reecy
Technical Support Specialist / Jr Security Administrator
Margie Witt
Executive Assistant
Melissa Wessels
Executive Assistant
Michael Lamparek
Paraplanner
Mindy Rogers
Human Resources Generalist
Mitchell Wilkes
Paraplanner
Molly Logsdon
Retirement Plans Service Associate
Morgan Hackett
MBA
MBA
Controller
Nate Smith
Systems Administrator
Nathan Wick
Asset Management Team Manager
Nick Oelmann
Junior Fixed Income Associate
Nick Wessels
Business Analyst
Nicole Duff
CPA
CPA
Accountant
Nikki Logsdon
Accounting & Tax Assistant
Parker Cohen
Asset Management Associate
Randy Schwartz
Relationship Manager
Rob Edwards
CPFA
CPFA
Relationship Manager and QRP Team Manager
Ryan Fleming
Senior Paraplanner
Ryan Webb
Asset Management Associate
Sally Derrick
Operations Associate
Sam Zoske
Director of Expansion & M&A
Sarah Dols
Director of Compliance and Field Supervision
Sarah Howser
Paraplanning Team Manager
Sean Phillips
CFA
CFA
Solutions Architect
Seila Dolic
Accounting & Tax Assistant
Sonali Upadhye
Operations Associate
Spencer Hoyka
Accounting Coordinator
Stacie Bedford
Partner, Senior Operations Associate
Sue Busta
Partner, Senior Paraplanner
Sue Schlegel
Operations Associate
Summer Plourd
CPA, CMA
CPA, CMA
Accounting and Tax Manager
Taylor White
Partner, Managing Director of Ensemble Services & Branch Manager
Todd Saffell
HR Manager
Wendy Lilly
CPFA
CPFA
Senior Retirement Plans Service Associate
William Jump
CFP, EA
CFP, EA
Field Supervisor, Financial Advisor