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Wealthquest Team

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Advisory Team

Wade K. Daniel, CFA, CFP®

Chief Executive Officer, Founder

Leadership
Advisory
Estate Planning
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James C. Oliger, CFP®

Senior Fund Analyst

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Tax

Luke Leong

Director of Investments

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W. David Kern, CFP®

President

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Advisory

Dan Larson, CPA, CFP®

Vice President

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Tax

Stephen P. King, CFP®

Vice President

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Advisory

Mark A. Bates, CFP®, CDFA®, EA

Chief Operating Officer

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Jenny A. Burns, CFP®

Senior Wealth Advisor

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Advisory

Mike H. Loewe, CFS®

Senior Wealth Advisor

Advisory
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Angela Williams, CFP®

Senior Wealth Advisor

Advisory
All

Michael T. Moore, Jr.

Wealth Advisor

Advisory
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Financial Planning

Michael Riney, CFP®, CSLP®

Wealth Advisor

All
Advisory
Financial Planning

Sam Martinez, CFP®

Wealth Advisor

All
Financial Planning
Advisory

Luke Nordman, CFP®

Associate Wealth Advisor

Advisory
Financial Planning

Rob Reichwein, CFP®

Associate Wealth Advisor

Financial Planning
Advisory

Beverly J. Hassan, FPQP®

Senior Wealth Coordinator

Advisory

Beth Morris, FPQP®

Senior Wealth Coordinator

Advisory
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Ryan Foley

Senior Wealth Coordinator

Advisory

Tricia Powell

Wealth Coordinator

All
Financial Planning

Amanda Ohe, FPQP®

Wealth Coordinator

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Advisory

Jodi Hodges, FPQP®

Wealth Coordinator

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Advisory
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