Meet The

Wealthquest Team

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Wade K. Daniel

Chief Executive Officer, Founder

Leadership
Advisory
Estate Planning
All

W. David Kern

President

All
Leadership
Advisory

Mark A. Bates

Chief Operating Officer

Leadership
All
Advisory
Operations

Dan Larson

Vice President

Leadership
Tax
Advisory
All

James Lenhoff

Founder

All
Leadership

Stephen P. King

Vice President

All
Advisory

Elizabeth Buhr

Director of Client Services

All
Operations

Brandon Butcher

Director of Tax Planning

All
Tax
Estate Planning

Megan Hammann

Director of Financial Planning

All
Financial Planning
Estate Planning

Patrick D. Hayes

Chief Compliance Officer

All
Operations

Jenny A. Burns

Senior Wealth Advisor

All
Advisory

Debby Cook

Wealth Administrator

All
Operations

Cyndi Dicello

Wealth Administrator

All
Operations

Kristina Gehring

Office and Marketing Administrator

All
Operations

Jason Hass

Senior Tax Advisor

All
Tax
Financial Planning

Beverly J. Hassan

Senior Wealth Coordinator

All
Advisory
Estate Planning

Sherri Hitsman

Tax Administrator

All
Tax

Jodi Hodges

Wealth Coordinator

All
Advisory

Trishna Shah Keiser

Senior Tax Advisor

All
Tax

Mike H. Loewe

Senior Wealth Advisor

Advisory
All

Sam Martinez

Wealth Advisor

All
Financial Planning
Advisory

Michael T. Moore, Jr.

Wealth Advisor

Advisory
All
Financial Planning

Beth Morris

Wealth Coordinator

Advisory
All

Courtney Murnen

Tax Advisor

All
Tax

Luke Nordman

Associate Wealth Advisor

All
Advisory

Jill Northcutt

Senior Client Operations Specialist

All
Operations

Amanda Ohe

Wealth Administrator

All
Advisory

James C. Oliger

Senior Fund Analyst

All
Tax

Kory Orellana

Operations Manager

All
Operations

Michael Riney

Wealth Advisor

All
Advisory
Financial Planning

John Ristau

Tax Advisor

All
Tax

Harjot Singh

Tax Associate

All
Tax

Joy Shehane

Wealth Administrator & Event Coordinator

All

Shelly Spiller

Office Manager

All
Operations

Samantha Upson

Wealth Coordinator

All
Advisory

Angela Williams

Senior Wealth Advisor

Advisory
All

Shane Wilson

Tax Advisor

Tax

Jordan Yeggy

Tax Advisor

Tax
All
Financial Planning