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

Bo Aylin
Partner
Chief Compliance Officer

Wealth Advisor

Teresa Bird, CPA, CFP®
Wealth Manager

Certified Public Accountant
Certified Financial Planner®

Luke Murray, CFP®️, CPWA®️
Senior Wealth Manager

Certified Financial Planner®

Certified Private Wealth Advisor®

Nate Rundquist, CPA, MBA, MST
Tax Director

Certified Public Accountant

Master of Business Administration

Master of Science - Taxation

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™

Steve Lutz, MAcc
Senior Tax Analyst

Master of Accountancy

Noah Wolthuis, EA, CFP®
Associate Wealth Manager

Enrolled Agent

Certified Financial Planner®

Joe Young, CFP®
Wealth Manager

Certified Financial Planner®

Dillon Essma
Portfolio Manager
Amanda Parsons, CFP®
Client Service & Operations Associate

Certified Financial Planner®

Nolan Dietel, CFP®
Senior Financial Planning Analyst

Certified Financial Planner®

Brady Peat, CFP®
Senior Financial Planning Analyst

Certified Financial Planner®

Andrew Nomoto
Portfolio Analyst
Jacob Strucel
Financial Planning Analyst
Jaret Hartley
Financial Planning Analyst
Heather Lee Whitcomb
Tax & Client Service Administrator
Dain Schilling
Client Service Coordinator
Tom Irwin, J.D., CPA/PFS, CFP®️
Retired Partner

Certified Public Accountant

Certified Financial Planner®

Attorney

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.

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

Schedule a Call