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Wealthquest Team

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Wade K. Daniel

Chief Executive Officer, Founder

Leadership
Advisory
Estate Planning
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W. David Kern

President

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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

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Leadership

Brandon Butcher

Director of Tax Planning

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Tax
Estate Planning

Jenny A. Burns

Senior Wealth Advisor

All
Advisory

Ben Basar

Financial Planning Specialist

Financial Planning
Estate Planning
All

Debby Cook

Wealth Administrator

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Operations

Cyndi Dicello

Wealth Administrator

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Operations

Mary Kate Dee

Tax Associate

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Tax

Ryan Foley

Senior Wealth Coordinator

Advisory

Megan Hammann

Director of Financial Planning

All
Financial Planning
Estate Planning

Jason Hass

Senior Tax Advisor

All
Tax
Financial Planning

Beverly J. Hassan

Senior Wealth Coordinator

Advisory

Patrick D. Hayes

Chief Compliance Officer

All
Operations

Sherri Hitsman

Tax Administrator

All
Tax

Jodi Hodges

Wealth Coordinator

All
Advisory

Trishna Shah Keiser

Senior Tax Advisor

All
Tax

Stephen P. King

Vice President

All
Advisory

Emily Lay

Receptionist

All
Operations

Luke Leong

Director of Investments

All

Katie Loewe

Associate Financial Planner

All
Financial Planning

Mike H. Loewe

Senior Wealth Advisor

Advisory
All

Sam Martinez

Wealth Advisor

All
Financial Planning
Advisory

Michael T. Moore, Jr.

Wealth Advisor

Advisory
All
Financial Planning

Beth Morris

Wealth Coordinator

Advisory
All

Courtney Murnen

Tax Advisor

All
Tax

Luke Nordman

Associate Wealth Advisor

Advisory
Financial Planning

Jill Northcutt

Senior Client Operations Specialist

All
Operations

Amanda Ohe

Wealth Coordinator

All
Advisory

James C. Oliger

Senior Fund Analyst

All
Tax

Kory Orellana

Operations Manager

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Operations

Tricia Powell

Wealth Coordinator

All
Financial Planning

Rob Reichwein

Associate Wealth Advisor

Financial Planning
Advisory

Michael Riney

Wealth Advisor

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Advisory
Financial Planning

John Ristau

Tax Advisor

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Tax

Harjot Singh

Tax Associate

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Tax

Shelly Spiller

Office Manager

All
Operations

Samantha Upson

Operations Specialist

Operations
All

Angela Williams

Senior Wealth Advisor

Advisory
All

Shane Wilson

Tax Advisor

Tax

Jordan Yeggy

Senior Tax Advisor

Tax
All
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