Meet The

Wealthquest Team

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Leadership Team

Wade K. Daniel

Chief Executive Officer, Founder

Leadership
Advisory
Estate Planning
All

W. David Kern

President

All
Leadership
Advisory

Dan Larson

Vice President

Leadership
Advisory
All
Tax

Mark A. Bates

Chief Operating Officer

Leadership
All
Advisory
Operations

Elizabeth Buhr

Director of Client Services

Leadership
All
Operations

James Lenhoff

Founder

All
Leadership