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Meet Our Team

There are many details that go into designing, building and updating your custom financial plan. Behind each step of that process is a team of specialized individuals who are dedicated to helping you build your financial peace of mind.

Advisors photo

Bob Erkel & Ethan Ruesink

Bob & Ethan are the Advisors in our practice who work directly in meetings with our clients. While on a mission trip to Haiti when Ethan was still in high school, Bob introduced him to the merits of a future career in the financial planning arena. In college, Ethan completed an internship with Northwestern Mutual and loved it so much he continued on to build his own full-time practice. After a couple years on his own, in 2013, Ethan joined forces with the Erkel and Erkel team as an Advisor. These two Advisors bring Wealth Management advice to their clients with acumen and excellence.

Robert L Erkel CLU®, ChFC®, CFP®

Wealth Management Advisor

Kathleen J Erkel CLU®, ChFC®

Chief Operating Officer

Ethan Ruesink

Advisor

Jean Raduenz B.A.

Director of Investment Operations and Services

Robyn Erkel B.A.

Director of Wealth Management Services

Kevin Milton MBA

Operations and Investment Support Manager

Steven Erkel B.A.

Director of Planning Services

Molly Kern

Investment Operations Assistant

McKenzie Weimerskirch B.S.

Client Experience Specialist

Erika Kasel B.S.

Administrative Assistant

Bethany Meelan Erkel

Associate Financial Representative