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

CEO & Founder

Kyle Schwan

President

Sarathi Giridhar

CPA, CFP, Vice President

Master Plan Team

Adam Christenson

Lance Mohr

Brady Ogdahl

Mike Rydell

Travis Tupper

Portfolio Team

Ryan Patnoe

Kory Schwan

Al Soulek, ChFEBC

Holly DesCamps

Sue Duetenhoeffer

Shane Franks

Michelle Hagan

Joni Hansen

Tax Team

Ethan Littlejohn, CPA

Jon Kaufman

Amanda Bretsch

Megan Dix, CPA

Amanda Eye

Kelsea Heintzman

Justin Jung

Karen Jung

Ruby Liebel

Amanda Littlejohn, CPA

Brady Ogdahl

Lana Pauley

Brian Rawerts, CPA

Al Ryckman

Annette Schwan

Laure Swallow

Naima Uzair

Amy Yamaura

Risk Management Team

Kevin Schwan

Gayle Heupel

Jane Jangula

Travis Tupper

Jerry Weidemen

Finance and Human Resource Team

Pam Titze

Karen Jung

Karen Marnette

Joyce Strickland