Your Team
Engaging with people in authentic ways and investing in their life’s journey is at the heart of all that we do. We believe we have an opportunity and a responsibility to leave the world a better place and positively impact the lives of the people we come in contact by joining them in their journey, traveling alongside them, and helping them get farther down their path.
We envision a world where people are closer to their destination and have a greater enjoyment of their journey because our paths have crossed.
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Vern Cushenbery
CFA, CPA
Chief Investment Officer
Vern Cushenbery
CFA, CPA
Chief Investment Officer
Worst Nightmare?
Spiders. I will scream louder than any of my four little girls
What is your obsession?
Rows and Columns – I’m an accountant by trade.
What was your most embarrassing hairstyle?
Shaved head; but left the burns (on a bet – KICK THE FIELD GOAL AND COVER THE SPREAD GREEN BAY!!!)
What is your favorite quote?
“To have a sense of humor is to be wise enough to see things in proportion” – St. Phillip Neri
If you could have a drink with someone from history who would it be?
Benjamin Franklin
• • •
Ryan Rink
President
Vern Cushenbery
CFA, CPA
Chief Investment Officer
Worst Nightmare?
Spiders. I will scream louder than any of my four little girls
What is your obsession?
Rows and Columns – I’m an accountant by trade.
What was your most embarrassing hairstyle?
Shaved head; but left the burns (on a bet – KICK THE FIELD GOAL AND COVER THE SPREAD GREEN BAY!!!)
What is your favorite quote?
“To have a sense of humor is to be wise enough to see things in proportion” – St. Phillip Neri
If you could have a drink with someone from history who would it be?
Benjamin Franklin
• • •
Marko Ungashick
AIF®
Chief Executive Officer
Marko Ungashick
AIF®
Chief Executive Officer
What was your first job?
Cutting grass for my grandma
What gives you nightmares?
Unfinished homework
What is one thing you obsess over?
Finishing my homework
If you were a crayon, what color would you be?
Tan… no one ever uses Tan!
What do you miss from your childhood?
Saturday morning cartoons and recess (remember the issue with homework?)
• • •
Amber Kanzenbach
CFP®
Financial Coach
Amber Kanzenbach
CRPC®
Financial Coach
What TV re-run do you sit down to watch whenever it is on?
Good news, everyone! Futurama!
What did you want to be when you were a little kid?
Marine biologist – Steve Irwin was my idol… but I can’t swim.
What do you have an irrational fear of?
Garbage chutes.
What is your pet peeve?
The sound or sight of someone else brushing their teeth.
• • •
Andy Mich
CFP®, QPA
Chief Operating Officer
Andy Mich
CFP®, QPA
Chief Operating Officer
What is a favorite saying or quote?
Theodore Roosevelt’s “The Man In The Arena” speech.
What do you miss from your childhood?
Summer vacation and Nintendo.
What TV re-run do you sit down to watch whenever it is on?
Seinfeld
What book can you read over and over again?
Goodnight Moon. Wait, was the question what book have my kids made me read over and over again?
• • •
Bryan Montemurro
CFP®
Financial Coach
Bryan Montemurro
CFP®
Financial Planner
What was your first job?
At age 13, I began mowing yards
What’s your favorite food that is bad for you?
Chili Dogs
What is a favorite saying or quote?
“If you can dodge a wrench, you can dodge a ball”
What Tv re-run do you sit down to watch whenever it is on?
The movie “Airplane”
• • •
Chris Ratigan
CFP®
Financial Coach
Chris Ratigan
CFP®
Financial Planner | “The Strategist”
What was your first job?
Newspaper Delivery. The Des Moines Register
What’s your favorite food that is bad for you?
Cheeseburgers
What did you want to be when you were a little kid, your childhood dream job?
Airline Pilot
What gives you nightmares?
Flashbacks to military school
Kyle Harris
Plan Consultant
Scott Eggers
AIF®, CPFA®, CHSA®
Director of Retirement Plan Solutions
What was your first job?
Farming. Not ideal when you have hay fever.
What’s your obsession?
Colorado Avalanche Hockey
What was your most embarrassing hairstyle?
Lightning bolts on the side of a “bowl cut”.
What TV re-run do you sit down to watch whenever it is on?
The Office
• • •
Scott Eggers
AIF®, CPFA®, CHSA®
Director of Retirement Plan Solutions
Scott Eggers
AIF®, CPFA®, CHSA®
Director of Retirement Plan Solutions
What was your first job?
Farming. Not ideal when you have hay fever.
What’s your obsession?
Colorado Avalanche Hockey
What was your most embarrassing hairstyle?
Lightning bolts on the side of a “bowl cut”.
What TV re-run do you sit down to watch whenever it is on?
The Office
• • •
Mike Curran
AIF®
Plan Consultant
Mike Curran
AIF®
Plan Consultant | “Swiss Army Knife”
What is your pet peeve?
Selfish people
What food(s) do you crave?
Chinese
What is your favorite salty snack?
Cretons Popcorn (Caramel and Cheese combo bag)
If you could have a drink with someone from history who would it be?
Julius Caesar and Christopher Columbus
Stephanie Smith
Operations
Scott Eggers
AIF®, CPFA®, CHSA®
Director of Retirement Plan Solutions
What was your first job?
Farming. Not ideal when you have hay fever.
What’s your obsession?
Colorado Avalanche Hockey
What was your most embarrassing hairstyle?
Lightning bolts on the side of a “bowl cut”.
What TV re-run do you sit down to watch whenever it is on?
The Office
• • •
Tim Jansen
CFP®
Plan Consultant
Tim Jansen
CFP®
Plan Consultant | “The Optimizer”
What is your obsession?
Bicycle racing. Cornering at speed with a pack of racers in a tight and technical criterium is exhilarating
What gets you dancing?
Swing music! Sometimes I can drag my wife out on the dance floor.
What is a favorite saying or quote?
Luck favors the prepared. – Louis Pasteur
What do you miss from your childhood?
As nice and convenient as the internet and smartphones are, the ability to be totally disconnected from them until adulthood before they were prevalent was amazing.
