Meet the Team

PrairieView is made up of a team of experts with substantial experience and education in each of the separate areas of wealth planning.

Team Overview

PrairieView is made up of a team of experts with substantial experience and education in each of the separate areas of wealth planning. Our team includes Certified Financial Planners (CFP®), Certified Public Accountants (CPA), Chartered Financial Analyst (CFA) and an Estate Planning Attorney. As a team, we are dedicated to providing superior, integrated wealth planning services.

KRISTY SCHAFFER, CPA/PFS, CFP®️
Partner

Certified Public Accountant

Certified Financial Planner®

Personal Finance Specialist

Matt Weier, CFA, CFP®
Senior Wealth Manager
Director of Investments

Personal Finance Analyst

Certified Financial Planner®

 

Paula Price, CPA, MBT, CFP®
Senior Wealth Manager

Certified Public Accountant

Certified Financial Planner®

Master of Business - Taxation

Luke Murray, CFP®️, CPWA®️
Senior Wealth Manager

Certified Financial Planner®

Certified Private Wealth Advisor®

Bo Aylin
Partner

Wealth Advisor

Teresa Bird, CPA
Wealth Manager
Senior Tax Analyst

Certified Public Accountant

Ellan Howley, CFP®
Financial Planning Operations Specialist

Certified Financial Planner®

Dan Weiss, MSFP, CFP®
Senior Financial Planning Analyst

Master of Science in Financial Planning

Certified Financial Planner®

Tom Irwin, J.D., CPA/PFS, CFP®️
Partner

Certified Public Accountant

Certified Financial Planner®

Attorney

Jonathan Jaranson, CFP®
Partner

Certified Financial Planner®

Kelly Jordan, FPQP®
Senior Client Service Coordinator

Financial Paraplanner Qualified Professional

Mary LeVoir, CPA, MBT
Tax and Financial Analyst

Certified Public Accountant

Master of Business - Taxation

Matthew Duncomb
Senior Client Service Coordinator
Kate Williams
Tax and Financial Analyst
Noah Wolthuis
Financial Planning Analyst
Dillon Essma
Senior Portfolio Analyst
Laura LeVoir
Client Service Coordinator

You have many ways to grow your wealth.
We know you want to get this right.

You should have a trusted partner who can help you take advantage of your opportunities.