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®
Partner
Director of Investments

Chartered Financial Analyst

Certified Financial Planner®

 

Paula Price, CPA, MBT, CFP®
Partner

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
Chief Compliance Officer

Wealth Advisor

Teresa Bird, CPA, CFP®
Wealth Manager

Certified Public Accountant
Certified Financial Planner®

Dan Weiss, MSFP, CFP®, EA
Associate Wealth Manager

Master of Science in Financial Planning

Certified Financial Planner®

Enrolled Agent

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

Certified Public Accountant

Certified Financial Planner®

Attorney

Jonathan Jaranson, CFP®
Partner

Certified Financial Planner®

Ellan Howley, CFP®
Planning & Operations Manager

Certified Financial Planner®

Kelly Jordan, FPQP™
Client Service & Operations Manager

Financial Paraplanner Qualified Professional™

Mary LeVoir, CPA, MBT
Senior Accountant & Tax Advisor

Certified Public Accountant

Master of Business - Taxation

Dillon Essma
Senior Portfolio Analyst
Matthew Duncomb
Senior Client Service Coordinator
Noah Wolthuis, CFP®
Financial Planning Analyst

Certified Financial Planner®

Amanda Parsons
Planning & Client Service Analyst
Laura LeVoir
Client Service Coordinator

Interested in Joining Our Team?

Find out how you can apply your knowledge and experience at PrairieView Partners.

Explore Our Latest Opportunities

We’re looking for qualified individuals to help provide excellent service to our clients. 

Ready to take the next step in your career?

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

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