Your Team

Wealth Advisors

Bryan Sweet

CLU®, ChFC®, MSFS
Managing Partner, Wealth Advisor

Ty Totzke

ChFC®, AIF®
Partner, Wealth Advisor

Oliver Kollofski

CFP®, CPFA®, CEPA
Partner, Wealth Advisor

Kaitlin Bell

Wealth Advisor

Client Services

Erin Nordstrom

Director of First Impressions

Konnie Francis-Seifried

Client Service Manager

Jessica Omvig

Client Service Manager

Morgan Bonin

Client Service Manager

Sarah Willers

Client Service Manager

Operations

Brittany Anderson

VP, Sweet Financial

Tina Coquyt

Director, Operations

Callee Becker

Administrative Assistant

Investments

Ryan Detrick

CMT®
Chief Market Strategist

Jessica Golson

CIPM
Senior Vice President, Investments and Trading

Sonu Varghese

Ph.D.
Vice President, Global Macro Strategist

Mike Lawrence

CFA®
Portfolio Manager

Grant Engelbart

CFA®, CAIA®
Vice President, Investment Strategist

Barry Gilbert

CFA®, Ph.D.
Vice President, Asset Allocation Strategist

Research Department

Drew Reisdorff

Senior Trader

Kevin Zlomke

Director of Trading

Todd Knott

Senior Trader

Matthew (Matt) Smith

Senior Trader

Kellie L. Duffy

Senior Trade Operations Analyst

Kaleigh Sanders

Specialist, Trade Operations

Jordan Pieper

Trading Specialist

Advanced Solutions Team

Matt Lewis

CLU®, CLTC®
Vice President, Insurance

Scott Berryman

Director, Trust Solutions

Mike Valenti

CPA, CFP®
Director, Tax Planning

Patrick Carter

CPA
Senior Tax Planner

Beth Schanou

JD
Senior Wealth Planner

Michael Barczak

CFA
Director, Retirement Plans - Investments

Tom Fridrich

JD, CLU, ChFC®
Senior Wealth Planner

Jon Fuller

Manager, Brokerage Solutions

Jody Jackson

Coordinator, AST

Josh Ream

Sr. Specialist, Internal Insurance

Michael Gruidel

CFP®
Wealth Planner

Ryan Egolf

Senior Tax Planner

Thomas Resner

Director, Retirement Operations

Tom Mullen

Senior Tax Planner