Keeling Wealth Advisors

Our team is proud to provide a breadth of experience, specialized financial knowledge and elevated level of service to all our clients. We work together to serve your goals and help you meet your financial future with more confidence.


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Team photo for Keeling Wealth Advisors
Team photo for Keeling Wealth Advisors

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Advisors

Richard Keeling

CFP®, CRPC, APMA, BFA

Private Wealth Advisor

Chief Executive Officer of Keeling Wealth Advisors
Visit Richard Keeling's website

Erin Ort

CFP®, CDFA®, CRPC, APMA

Private Wealth Advisor

Vice President of Keeling Wealth Advisors
Visit Erin Ort's website

Jason Stierman

CFP®, BFA, CRPC, APMA

Private Wealth Advisor

Managing Director of Keeling Wealth Advisors
Visit Jason Stierman's website

Jonica Ewald

CFP®, CRPC, APMA

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Visit Jonica Ewald's website

Colette Gunhus

AAMS, APMA

Financial Advisor

ACCREDITED PORTFOLIO MANAGEMENT ADVISOR™
Visit Colette Gunhus's website

Erik Swanson

CRPC

Financial Advisor

Managing Director of Keeling Wealth Advisors
Visit Erik Swanson's website

Nicole Schmelzer

BFA, CRPC, APMA

Financial Advisor

ACCREDITED PORTFOLIO MANAGEMENT ADVISOR™
Visit Nicole Schmelzer's website

Karla Wellik

APMA

Financial Advisor

ACCREDITED PORTFOLIO MANAGEMENT ADVISOR™
Visit Karla Wellik's website

Tony Conroy

Financial Advisor

Visit Tony Conroy's website

Sheila Allen

CRPC

Financial Advisor

Chartered Retirement Planning Counselor™
Visit Sheila Allen's website

Savannah Halva

Associate Financial Advisor

Visit Savannah Halva's website


Team

Jeffrey Gustafson, CFP®, CRPC™

Jeffrey Gustafson, CFP®, CRPC™

Operations Director,

Chief Operating Officer of Keeling Wealth Advisors

Qualifications

  • Certified Financial Planner

  • Chartered Retirment Planning Counselor

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Riley Lindholm, APMA™

Riley Lindholm, APMA™

Operations Manager

Qualifications

  • Accredited Portfolio Management Advisor

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Megan Niffenegger

Megan Niffenegger

Practice Manager

Kelsey Havel

Kelsey Havel

Financial Planning Analyst

Rylee Wehrle

Rylee Wehrle

Client Service Manager

Heather Schouten

Heather Schouten

Client Service Specialist

Erica DeGeest

Erica DeGeest

Client Service Specialist

Catherine Cooper

Catherine Cooper

Financial Planning Assistant

Maggie Mixdorf

Maggie Mixdorf

Client Service Specialist

Michelle Mays

Michelle Mays

Administrative Assistant

Tory Loney

Tory Loney

Marketing Manager

Kim Young

Kim Young

Office Manager

Renie Neuberger

Renie Neuberger

Office Manager

Lailah Corrigan

Lailah Corrigan

Office Manager

Rachel Klett

Rachel Klett

Executive Assistant