Founder and Wealth Partner Founder, Wealth Partner, Podcast Host, Business Owner and now Author! Shaped by more than 25 years of experience as a business owner and as the current owner of a soon-to-be 3rd…

Wealth Partner and Dir. of Operations Book Time with Bob! Whether I’m relaxing at home or helping folks in the office, I always strive to be a lifelong learner. I believe there’s…

Associate Wealth Partner Book Time with Kaitlyn! As an Associate Wealth Partner, I specialize in helping young professionals take control of their finances, and build a smart, confident path to wealth. Whether…

Client Service Manager As the Client Service Manager, my passion lies in creating seamless, behind-the-scenes processes that allow our team to deliver service that is prompt, accurate, and consistent. I find great satisfaction in knowing…

Client Experience Coordinator As the Client Experience Coordinator, I play a key role in ensuring each client’s journey is smooth and welcoming from day one. From onboarding new clients and gathering important documentation to scheduling…

Podcast Co-Host Meet Katie Umland, the co-host of our “Retirement Readiness” podcast.  There are a few things in this world I’m passionate about: my family, my health, and helping our team guide clients to live…

Client Service Associate Hi there! I’m Erin, the newest Client Service Associate at PrairieView Wealth & Tax Advisors. I’m very passionate about building strong relationships with clients through all stages and phases of life. I…

Financial Planning Associate As a Financial Planner, I specialize in the development of recommendations for clients from all walks of life regardless of situation. Whether it’s a young couple beginning their financial journey or professionals…

Investment Operations Specialist As an Investment Operations Specialist, I help make sure everything runs smoothly behind the scenes when it comes to managing your financial plan. I support our advisors so they can focus on…

Financial Intern Since I was a little kid, being in the office and working with my dad has been my dream. Today as I am nearing the end of my college career, I can say…