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Our Team of Experts Works Tirelessly to Serve You

Meet our team – because we’re all excited to meet you!

Vestia By The Numbers

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Abbey Clark, FPQP®

  • Financial Planning Analyst

Angie Gallmeyer

  • Corporate Headquarters, Office Administrator

Annie Leible, FPQP®

  • Financial Planning Analyst

Brad Quick, CEPA®

  • Partner, President & COO

Cameron Heasley, CFP®

  • Financial Advisor, Partner

Chris Robbins, CFP®

  • Financial Advisor

Christy King, ChFC®

  • Financial Advisor

Dedrick Jackson

  • Marketing Specialist

Ella Anderson

  • Client Service Administrator

Forrest Friedow

  • Chief Development Officer, Partner

Greg Allen, MBA

  • Negotiation Specialist

Jacque Denson, CFP®

  • Financial Advisor, Partner

Jen Chatfield, AAMS®, ChFC®

  • Financial Advisor

Joe Metcalf, MPAS®

  • IT & Operations Manager

Judy Combs

  • Client Service Administrator

Kameron Helmuth, CFP®, ChFC®

  • Chief Growth Officer, Partner

Katelyn Dunstan

  • Support Advisor

Kim Pham-Gallihugh, FPQP®

  • Support Advisor

Lauren Oschman, CFP®, CDFA®

  • Partner & CEO

Lindsey Hanson, FPQP®

  • Support Advisor

Michael Trent, MBA, CFP®

  • Partner & CTO
Nikole Middleton

Nikole Middleton

  • Support Advisor

Rebecca Tschetter

  • Executive Assistant to Lauren Oschman

Reis Yoder

  • Servicing Advisor

Stacy Sizemore

  • Chief Compliance Officer

Tommy Martin, CFP®, CPWA®

  • Partner

Wendy Helmkamp

  • Client Service Administrator

Want to Learn More?

We’d love to hear from you. Schedule a call with us today to learn more about how we help physicians move the needle in their financial lives.
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Certifications and Associations

Accredited Asset Management Specialist℠ (AAMS®)

Certified Divorce Financial Analyst (CDFA®)

Certified Financial Planner (CFP®)

Chartered Financial Consultant℠ (ChFC®)

Certified Private Wealth Advisor (CPWA®)

Financial Paraplanner Qualified Profession℠ (FPQP®)

Check out the background of this firm on FINRA’s BrokerCheck

Investment advisory services offered through Vestia Personal Wealth Advisors, Vestia Retirement Plan Consultants, and Vestia Advisors, LLC, a Registered Investment Advisor with the SEC. Securities offered through Ausdal Financial Partners, Inc., 5187 Utica Ridge Rd, Davenport, IA. 52807 (563)326‐2064. Member FINRA/SIPC. Vestia Personal Wealth Advisors, Vestia Retirement Plan Consultants, Vestia Advisors, LLC and Ausdal Financial Partners, Inc. are independently owned and operated.

This material should not be construed as legal or tax advice and is not intended to replace the advice of a qualified attorney or tax advisor.

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