Founder and Wealth Partner When I started working in my dad’s financial planning business as a high school kid, I could not have imagined that being in this business would change my perspective on family…

Wealth Partner and Dir. of Operations Whether I’m relaxing at home or helping folks in the office, I always strive to be a lifelong learner. I believe there’s tremendous value in understanding who my clients…

Associate Wealth Partner 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 you’re navigating career changes, planning for future…

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…

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…

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…

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…

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…