Meet Our Team

We are a team of experienced and dedicated professionals—committed to serving individuals and small businesses in all areas of financial decision-making. We invite you to contact us directly and look forward to getting to know you on a personal level. While you are here, take a moment to meet our expert staff.

Roger Deets - President, CEO, Chief Investment Officer, Portfolio Strategist, Co-Manager, Investment Advisor Representative
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Julie L. Deets, RTRP - Chief Financial Officer, Investment Advisor Representative, Tax Preparer
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Jenna Deets, CFP®, MBA - Director of Financial Planning, Chief Compliance Officer, Investment Advisor Rep, Tax Preparer
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/ Contact

Melanie Chapel, EA - Senior Accountant, Tax Preparer
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/ Contact

Steven Bloechl, CPA - Staff Accountant/Tax Preparer
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Lynette Goss, EA - Tax Accountant, Tax Preparer
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/ Contact

Adam Pederson - Lead Accountant, Business Consulting Services
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Nathan Deets, CFP® - Investment Advisor Representative, Tax Preparer
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/ Contact

Warren Deets - Chief Operating Officer, Investment Advisor Representative
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/ Contact

Rebecca Agamaite, MBA - Investment Advisor Representative
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/ Contact

Nick Letter - Investment Advisor Representative
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Raymond A. Vega - Investment Advisor Representative
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Kurt B. Olson, JD, LLM - Investment Advisor Representative
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Allison Rzepiejewski - Administration
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Sarah Degenhardt - Administrative Manager
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/ Contact

Marcy Johns - Office Manager
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Jayme Votruba - Administration
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