Meet The

Wealthquest Team

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Ben Basar, CFP®

Financial Planning Specialist

Financial Planning
Estate Planning
All

Mark A. Bates, CFP®, CDFA®, EA

Chief Operating Officer

Leadership
All
Advisory
Operations

Elizabeth Buhr

Director of Client Services

Leadership
All
Operations

Brandon Butcher, CPA

Director of Tax Planning

All
Tax
Estate Planning

Jenny A. Burns, CFP®

Senior Wealth Advisor

All
Advisory

Debby Cook

Wealth Administrator

All
Operations

Wade K. Daniel, CFA, CFP®

Chief Executive Officer, Founder

Leadership
Advisory
Estate Planning
All

Mary Kate Dee

Tax Associate

All
Tax

Cyndi Dicello

Wealth Administrator

All
Operations

Ryan Foley

Senior Wealth Coordinator

Advisory

Megan Hammann, CFP®, CMAA, CEPA®

Director of Financial Planning

All
Financial Planning
Estate Planning

Jason Hass, CPA, CFP®

Senior Tax Advisor

All
Tax
Financial Planning

Beverly J. Hassan, FPQP®

Senior Wealth Coordinator

Advisory

Patrick D. Hayes, J.D.

Chief Compliance Officer

All
Operations

Sherri Hitsman

Tax Administrator

All
Tax

Jodi Hodges, FPQP®

Wealth Coordinator

All
Advisory

Trishna Shah Keiser, CPA

Senior Tax Advisor

All
Tax

W. David Kern, CFP®

President

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Leadership
Advisory

Stephen P. King, CFP®

Vice President

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Advisory

Dan Larson, CPA, CFP®

Vice President

Leadership
Advisory
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Tax

Emily Lay

Receptionist

All
Operations

James Lenhoff

Founder

All
Leadership

Luke Leong, CFA

Director of Investments

All

Katie Loewe, CPA

Associate Financial Planner

All
Financial Planning

Mike H. Loewe, CFS®

Senior Wealth Advisor

Advisory
All

Sam Martinez, CFP®

Wealth Advisor

All
Financial Planning
Advisory

Michael T. Moore, Jr.

Wealth Advisor

Advisory
All
Financial Planning

Beth Morris, FPQP®

Senior Wealth Coordinator

Advisory
All

Courtney Murnen

Tax Advisor

All
Tax

Luke Nordman

Associate Wealth Advisor

Advisory
Financial Planning

Jill Northcutt, FPQP®

Senior Client Operations Specialist

All
Operations

Amanda Ohe, FPQP®

Wealth Coordinator

All
Advisory

James C. Oliger, CFP®

Senior Fund Analyst

All
Tax

Kory Orellana, CFP®

Operations Manager

All
Operations

Tricia Powell

Wealth Coordinator

All
Financial Planning

Rob Reichwein, CFP®

Associate Wealth Advisor

Financial Planning
Advisory

Michael Riney, CFP®, CSLP®

Wealth Advisor

All
Advisory
Financial Planning

John Ristau, CPA

Tax Advisor

All
Tax

Harjot Singh

Tax Associate

All
Tax

Shelly Spiller

Office Manager

All
Operations

Samantha Upson, FDQP®

Operations Specialist

Operations
All

Angela Williams, CFP®

Senior Wealth Advisor

Advisory
All

Shane Wilson

Tax Advisor

Tax

Jordan Yeggy

Senior Tax Advisor

Tax
All
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