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

Lance Mohr

Travis Tupper

Brady Ogdahl

Portfolio Team

Ryan Patnoe

Kory Schwan

Al Soulek

Holly DesCamps

Sue Duetenhoeffer

Michelle Hagan

Joni Hansen

Emilee Johnson

Connie Schweitzer

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

Amy Yamaura

Beth Vander Wal

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