Jodi Laird
Senior Group Benefits Account Manager
Administrative Assistant,Steve Gordon
ALL LOCATIONS – ADMINISTRATIVE TEAM
Billing Service Associate
Administrative Assistant,Steve Steinbruegge
Retirement PlanImplementation Specialist
New Business Coordinator
Administrative Assistant,Tanner Coble
Administrative Assistant,Greg Keller
Administrative Assistant,Dan Hebenstreit
Investment Operations Associate
Lead Records Management Specialist
Administrative Assistant, Ryan Miller & Michael Hoch
Vice President of Operations
New Business Account Manager
Receptionist
Director, Recruiting – Omaha
Retirement Plan Account Specialist
Operations Manager
Event Coordinator
Manager, Application Development
Administrative Assistant,Andy Oddo
Executive Assistant,Greg Keller
Executive Assistant,Chad Rutar
Executive Assistant,Steve Kontz
Administrative Assistant,Evan McGinnis
Executive Assistant to Nate Crowther
Administrative Assistant,Morgan Carr & Darin Karstetter
Director, Recruiting – St. Louis
Inter,James Schier, Joe Peterka, Sara Riley
Administrative Assistant,Matt Wells
Administrative Assistant, Ross Brenneman & Justin Hughes
Administrative Assistant,Chad Rutar
Director, Recruiting – Kansas City
Talent Acquisition Specialist
Administrative Assistant,Sam Muzik & Tanner Werner
Corporate Branding Specialist
Executive Assistant, Julie Boschert Hercules
Advisor Development Director
Investment Recording Specialist
Executive Assistant,John Bayer
Chief Financial Officer
Executive Assistant,Greg Keller
Investment Advisory Associate
Director, Finance
Manager, RetirementPlan Account
Manager, Licensing &Advisor Compensation
Investment Advisory Associate
Licensing & Commissions Associate
Records ManagementSpecialist
Records ManagementSpecialist
Marketing & Events Associate
Administrative Assistant,Brian Cassata & Kyle Johnson
New Business Coordinator – Kansas City
Compliance Assistant
Vice President, Technology& Cybersecurity
Compliance Assistant
Vice President, Technology& Cybersecurity
Business Analyst & Developer
Lead Developer
Senior Group Benefits Account Manager
Records ManagementSpecialist
Executive of Marketing and Public Relations for Bill Eckert
Marketing Specialist
Administrative Assistant, Greg Keller & Lindsey Kerber
Advisor Development Director
Human Resources Associate
Administrative Assistant,Kyle Miller
Database Development Specialist
Administrative Assistant,Jarett Olivastro
IT Support Technician
Administrative Assistant, Chase Sutton
Adminstrative Assistant
Retirement PlanImplementation Specialist
Business Analysis & Developer
Executive Assistant,Jeff Rickert
Administrative Assistant,John Bayer
Administrative Assistant, Shannon Weber
IT Systems Administrator
Advisor Development Director
Advisor Development Director
Intern to Financial AdvisorJon Ogren
Intern to Financial AdvisorCharlie Ferretti & Kyle Jacobsmeyer
Adminstrative Assistant,Kristin Thompson
Manager, Accounting
Administrative Assistant,Jarett Olivastro
Executive Assistant,Aaron Martin
Administrative Assistant,Cole Grandfield & Ben Larson
Administrative AssistantSue Coon
Administrative Assistant, Chris Insinger
Administrative Assistant, Rich Vonderlage
Staff Recruiter
Retirement PlanAccount Manager
Administrative Assistant,Jason Riney
Executive Assistant, Tim Walkenhorst
IT Help Desk Specialist
Administrative Assistant,Luke Scott
Advisor Program Associate
Receptionist - St. Louis
New Business Coordinator
Client Services Speicalist
Administrative Assistant,Nick Mazgaj
Investment Advisory Assistant
Investment Advisory Assistant
Client Services Specialist,Mark Merlotti
Business Development Coordinator, Zack Eckert
Receptionist – Omaha
Investment Advisory Assistant
Business Development Coordinator, Zack Eckert
Receptionist – Omaha
New Business Coordinator
Executive Advisor Assistant, Steve Gordon
Administrative Assistant, Ryan Finke & Tom Gensch
Executive Assistant,Scott Gassen
Administrative Assistant,Matt Witte
Director, Marketing
Manager, Events & Marketing
