Our Team

Experience, Dedication, and Diverse Expertise

Financial Services

Sue Buska

CEO & Founder

Cole Bruner

President

Kailey Berendsen

Vice President

Zach Kyhos, MBA

Senior Portfolio Manager

Ryan Connor

Private Wealth Advisor

Zach Kyhos, MBA

Senior Portfolio Manager

Ryan Connor

Private Wealth Advisor

Logan Woller

Private Wealth Advisor, Retirement Plan Consultant

Ryan Pecha

Private Wealth Advisor

Colton Kielman

Private Wealth Advisor

Taxes

Carl Van Setters, EA

Director of Accounting

Estate Planning

 

Michele Sweet

Accounting & Estate Planning Associate

 

Health Insurance & Medicare

Doug Wendt

Health Insurance Consultant

Carlos Negrete

Health Insurance Consultant

Operations

Nikki Graveen

Chief Operations Officer

Kylie Lefever

Executive Assistant

Client Relations

Collin Bruner

Chief Service Officer

Jordan Thao

Client Relationship Manager

Sandee Schafer

Director of Client Development

Kalicia Spencer

Client Support Specialist

Front Office

 

Dani Pitterle

Administrative Assistant

Kendra Wheaton

Administrative Assistant

 

Marketing

 

Stephanie Grauden

Director of Marketing & Events

Audrey Nagorsen

Digital Marketing Specialist

Victoria Zocher

Marketing & Event Assistant