Our Team

DRIVEN BY A COMMON PURPOSe

Wealthquest is a group of financial professionals with a common purpose. We believe in great communication, leading with integrity, and service to others.

Our People Lead...

Our people lead with their expertise, work ethic, and character. Yet, it is our heart to serve which drives Wealthquest employees. Serving others both at work and at home creates a special culture that attracts clients and employees alike. We’ve found that a culture of service translates to great service for our clients. Look for our people donating their time, talent, and treasure around town and the world. Wealthquest is proud to underwrite disaster relief and mission trips every three years for our employees as well as matching 100% of employee charitable donations.

Our advisors hold highly regarded designations in the industry including:

  • Certified Financial Planner™
  • Chartered Financial Analyst
  • Certified Public Accountant
  • Enrolled Agent
  • Financial Paraplanner Qualified Professionals™
  • Attorney-At-Law
 

*Shareholders

Please Note: Limitations: Neither rankings and/or recognition by unaffiliated rating services, publications, media, or other organizations, nor the achievement of any designation or certification, should be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if WQC is engaged, or continues to be engaged, to provide investment advisory services. Rankings published by magazines, and others, generally base their selections exclusively on information prepared and/or submitted by the recognized adviser. Rankings are generally limited to participating advisers (see link as to participation data-to the extent applicable). No ranking or recognition should be construed as a current or past endorsement of WQC by any of its clients.

ANY QUESTIONS: WQC’s Chief Compliance Officer remains available to address any questions regarding rankings and/or recognitions, including providing the criteria used for any reflected ranking.

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