Our Team

We utilize a team approach to provide solutions to those we serve.

Our Caring Culture propels us to being our valued clients #1 resource.

Partners

John P. Schwan

Founder

Kyle Schwan

President/Partner

Ethan Littlejohn, CPA

Vice President/Tax Partner

Kevin Schwan

Partner

Kory Schwan

Partner

Master Plan Team

Lance Mohr, MBA

Brady Ogdahl

Travis Tupper

Portfolio Team

Ryan Patnoe

Al Soulek

Joni Hansen

Michelle Hagan

Emilee Johnson

Connie Schweitzer

Holly DesCamps

Tax Team

Ethan Littlejohn, CPA

Vice President/Partner

Sarathi Giridhar, CPA, CFP 

Justin Jung, EA

Partner

Jon Kaufman, EA

Partner

Brian Rawerts, CPA

Partner

Megan Dix, CPA

Amanda Littlejohn, CPA

Amy Yamaura, EA

Karen Jung

Ruby Leibel

Amanda Eye

Amanda Bretsch

Lana Pauley

Al Ryckman

Annette Schwan

Laure Swallow

Beth Vander Wal

Kelsea Heintzman

Brady Ogdahl

Risk Management Team

Jerry Weideman

Jane Jangula

Travis Tupper

Gayle Heupel

Finance and Human Resource Team

Pam Titze

Karen Jung

Karen Marnette

Joyce Strickland