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...
- All
- Advisory Team
- Estate Planning
- Financial Planning
- Investment Committee
- Leadership
- Shareholders
- Tax
*Wade K. Daniel, CFA, CFP®
Chief Executive Officer - Founder
*W. David Kern, CFP®
President
*Stephen P. King, CFP®
Vice President
*Dan Larson, CPA, CFP®
Vice President
*Mark A. Bates, CFP®, CDFA®, EA
Chief Operating Officer
Elizabeth Buhr
Director of Client Services
Brandon Butcher, CPA
Director of Tax Planning
Megan Hammann, CFP®, CM&AA, CEPA®
Director of Financial Planning
Patrick D. Hayes, J.D.
Chief Compliance Officer
*Jenny A. Burns, CFP®
Senior Wealth Advisor
*Adam Day, CFP®, RICP®, CLU, CFT-I®
Senior Wealth Advisor
Cyndi Dicello
Wealth Administrator
Kristina Gehring
Office and Marketing Administrator
*Jason Hass, CPA, CFP®
Tax Advisor
*Beverly J. Hassan, FPQP®
Wealth Coordinator
Sherri Hitsman
Tax Administrator
Jodi Hodges
Wealth Administrator
Trishna Shah Keiser, CPA
Tax Advisor
*Mike H. Loewe, CFS®
Senior Wealth Advisor
Sam Martinez, CFP®
Associate Wealth Advisor
Michael T. Moore, Jr
Wealth Advisor
Beth Morris, FPQP®
Wealth Coordinator
Courtney Murnen
Tax Advisor
Luke Nordman
Associate Wealth Advisor
Jill Northcutt, FPQP®
Senior Client Operations Specialist
Amanda Ohe, FPQP®
Wealth Administrator
*James C. Oliger, CFP®
Senior Fund Analyst
Kory Orellana, CFP®
Operations Manager
Sean Rengering
Legacy Planning Advisor
Michael Riney, CFP®, CSLP
Wealth Advisor
John Ristau, CPA
Tax Advisor
*Shawn M. Scott, ChFC, CPC
Senior Wealth Advisor
Joy Shehane, FPQP®
Wealth Administrator &
Event Coordinator
Harjot Singh
Tax Associate
Tricia Smith, FPQP®
Wealth Coordinator
Shelly Spiller
Office Manager
Michael Upole
Tax Advisor
*Samantha Upson, FPQP®
Wealth Coordinator
*Angela Williams, CFP®
Senior Wealth Advisor
Jordan Yeggy, CPA
Tax Advisor
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.
Most of our advisors hold highly regarded designations in the industry including:
- CERTIFIED FINANCIAL PLANNER™ certification
- Chartered Financial Analyst®
- Certified Public Accountant
- Enrolled Agent
- Financial Paraplanner Qualified Professionals™
*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.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
