Your Financial Planning Team

Our goal at Gertsema Wealth Advisors is to provide you a best-in-class client experience while working to deliver on your retirement plans and helping you to pursue your goals.

Meet our Missouri Team Meet our National Team

Wealth Advisors

Mike Gertsema

CEO and Wealth Advisor

Nicholas Gertsema

Nicholas Gertsema

AIF®, RICP®

Vice President & Wealth Advisor

Operations

Kalei Becerra

Director of Office Operations

Jackie Heater

Director of Client Relations

Taylor Riggs

Director of Marketing and First Impressions

Advanced Solutions Team

Sarah Duey

JD, CTFA, CAPⓇ

Vice President, Trust Services

Michael Gruidel

Paraplanner

Jamie Hopkins

ESQ., MBA, CFP®, LLM, CLU®, ChFC®, RICP®

Managing Director, Carson Coaching

Jody Jackson

FPQP™

Paraplanner

Brett Murray

Paraplanner

Chris Oppliger

CPA

Director of Tax Planning

Mark Petersen

CPA, CFP®

Vice President, Affluent Wealth Planning

Beth Schanou

JD

Senior Wealth Planner

Krista Thompson

CPA

Senior Wealth Planner

Erin Wood

CFP®, CRPC®, FBS®

Senior Vice President, Financial Planning and Advanced Solutions

Ryan Yamada

CFP®

Planner

Investments

Saumen Chattopadhyay

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Saumen Chattopadhyay

CFA®, CPA

Chief Investment Officer, Carson Partners

Scott Kubie

CFA®

Senior Investment Strategist

Jessica Golson

CIPM

Director of Platform Operations

Rick Jaster

CFA®

Director, Systematic Equities

Nick Joyner

Senior Investment Analyst

Patrick Sittner

Patrick Sittner

Portfolio Strategist

Research Department

Saumen Chattopadhyay

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Saumen Chattopadhyay

CFA®, CPA

Chief Investment Officer, Carson Partners

Brett Carson

CFA®

Director of Research

Jake Bleicher

CFA®

Equity Analyst

Kellie L. Duffy

Senior Trade Operations Analyst

Jeff Harris

Senior Mergers & Acquisitions Analyst

Todd Knott

Senior Institutional Trader

Jordan Pieper

Trading Specialist

Drew Reisdorff

Senior Trader

Kaleigh Sanders

Kaleigh Sanders

Trading Operations Analyst

Matthew (Matt) Smith

Senior Trader

Kevin Zlomke

Director of Trading

Alyssa Zuck

Trade Operations Analyst