Klaas Financial Asset Advisors, LLC.

Nathan Breiby is a CFP® professional at Klaas Financial Asset Advisors, LLC with 11 years of industry experience. He has worked at several firms including Basepoint Wealth LLC, MidwestOne Bank, LPL Financial LLC, and Cetera Investment Services. Breiby has been with Klaas Financial Asset Advisors since 2020. Klaas Financial Asset Advisors serves individual and high-net-worth clients, small businesses, and retirement plans, offering discretionary portfolio management, financial planning, investment consulting, and retirement plan services. The firm emphasizes diversified, long-term asset allocation strategies and provides both discretionary and non-discretionary advisory services supported by technology-enabled planning tools.

Forrest Ross is a CFP® and ChFC® with 33 years of industry experience. He is currently with Klaas Financial Asset Advisors, LLC, where he has worked since 2022. His prior roles include positions at Global Retirement Partners, LPL Financial, ISG Advisors, and VSR Advisory Services. Klaas Financial Asset Advisors serves individual and high-net-worth clients, small businesses, and retirement plans, offering discretionary portfolio management, financial planning, investment consulting, and retirement plan services. The firm emphasizes diversified, long-term asset allocation strategies tailored to clients’ objectives and risk tolerances and combines discretionary wrap-fee management with in-house tax preparation and a professional referral network.

Liane Warcup is a CFP® with 21 years of industry experience, currently serving as a financial advisor at Klaas Financial Asset Advisors, LLC. She joined Klaas in 2025 after spending 20 years at Clarus Financial Planning. Klaas Financial Asset Advisors serves individual and high-net-worth clients, small businesses, and retirement plans, offering discretionary portfolio management, financial planning, and consulting services. The firm emphasizes diversified, long-term asset allocation strategies and combines discretionary wrap-fee management with in-house tax preparation and a professional referral network.

Rachael Herold Plakut is a financial advisor at Klaas Financial Asset Advisors, LLC with one year of industry experience. She holds a Series 65 credential and has a background that includes academic roles at the University of Queensland and the University of Wisconsin, as well as experience in property management and the food delivery sector. Klaas Financial Asset Advisors serves individual and high-net-worth clients, small businesses, and retirement plans, offering discretionary portfolio management, financial planning, consulting, and retirement plan services. The firm employs diversified, long-term asset allocation strategies and provides a combination of discretionary and non-discretionary advice supported by technology-enabled planning tools.

Craig Klaas is a financial advisor at Klaas Financial Asset Advisors, LLC with 19 years of industry experience. He holds Series 65 and Series 66 licenses and previously worked at Securities America, Inc. and Investacorp, Inc. Klaas also serves as a notary public and is the volunteer president of a homeowners association. Klaas Financial Asset Advisors serves individual and high-net-worth clients, small businesses, and retirement plans, offering discretionary portfolio management, financial planning, and retirement plan services. The firm generally employs diversified, long-term asset allocation strategies tailored to clients’ objectives and risk tolerances, and combines wrap-fee management with tax preparation and a professional referral network.

Nathan Winslow is a financial advisor with Klaas Financial Asset Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. His prior roles include positions at Securities America, Investacorp, Bank of America, Merrill Lynch, and Linsco/Private Ledger Corp. He has been with Klaas Financial Asset Advisors since 2020. Klaas Financial Asset Advisors serves individual and high-net-worth clients, small businesses, and retirement plans, offering discretionary portfolio management through its Klaas Investment Portfolios wrap-fee program, financial planning and consulting, and retirement plan services. The firm emphasizes diversified, long-term asset allocation strategies tailored to clients’ objectives and risk tolerances and integrates tax preparation and a professional referral network into its service model.

Alyssa Thom is a financial advisor at Klaas Financial Asset Advisors, LLC, holding a Series 65 designation with five years of industry experience. She has worked with Klaas Financial Asset Advisors since 2019 and previously held roles at AeroTek and Manley's Belvidere Ford & Lincoln. Klaas Financial Asset Advisors serves individual and high-net-worth clients, small businesses, and retirement plans, offering discretionary portfolio management, financial planning, and consulting services. The firm emphasizes diversified, long-term asset allocation strategies and combines discretionary wrap-fee management with in-house tax preparation and a professional referral network.

Eric Schmitz is a CERTIFIED FINANCIAL PLANNER™ (CFP®) affiliated with Klaas Financial Asset Advisors, LLC, with three years of industry experience. His prior roles include positions at Woodbury Financial Services and MD Financial / Vestment Financial. Klaas Financial Asset Advisors serves individual and high-net-worth clients, small businesses, and retirement plans, offering discretionary portfolio management, financial planning, non-discretionary investment consulting, and retirement plan services. The firm employs diversified, long-term asset allocation strategies and integrates technology-enabled planning tools to support its advice.

Michael Schlimgen is a CFP® professional with three years of experience in financial advising, currently serving at Klaas Financial Asset Advisors, LLC. Prior to his advisory role, he worked at Kroger Company for six years. Klaas Financial Asset Advisors provides discretionary portfolio management, financial planning, and consulting services to individuals, high-net-worth clients, small businesses, and retirement plans. The firm emphasizes diversified, long-term asset allocation strategies and integrates tax preparation and technology-enabled planning tools into its client services.

Joshua Stirling is a CFA® charterholder with eight years of industry experience, currently serving as an advisor at Klaas Financial Asset Advisors, LLC. He has held various roles within Klaas Financial and previously worked at Investacorp, Inc. Outside of his advisory work, Stirling is Vice President and a Board Director of the CFA Society Madison, where he also serves on the Programming Committee. Klaas Financial Asset Advisors serves individual and high-net-worth clients, small businesses, and retirement plans, offering discretionary portfolio management, financial planning, and consulting services. The firm employs diversified, long-term asset allocation strategies and integrates in-house tax preparation and a professional referral network alongside its discretionary wrap-fee management.

Dylan Henderson is a financial advisor with Klaas Financial Asset Advisors, LLC, holding a Series 65 designation and beginning his advisory career in 2025. Prior to joining Klaas, he held positions at Rock Valley Credit Union, Upstream Investment Partners, and various educational institutions. Klaas Financial Asset Advisors serves individual and high-net-worth clients, small businesses, and retirement plans with discretionary portfolio management, financial planning, and consulting services. The firm employs diversified, long-term asset allocation strategies and integrates tax preparation and technology-enabled planning tools within its service offerings.

Kyle Kite is a CFP® professional with 11 years of industry experience, currently serving at Klaas Financial Asset Advisors, LLC. He previously worked at Securities America, Inc. and Investacorp INC. In addition to his advisory role, he is licensed as an insurance agent and provides consultations on insurance policies to his clients. Klaas Financial Asset Advisors serves individual and high-net-worth clients, small businesses, and retirement plans, offering discretionary portfolio management, financial planning, and retirement plan services. The firm emphasizes diversified, long-term asset allocation strategies tailored to clients’ objectives and risk tolerances and combines portfolio management with tax preparation and a professional referral network.

Morgan Tegeler is a financial advisor at Klaas Financial Asset Advisors, LLC with a Series 65 designation and two years of industry experience. Prior to joining Klaas Financial, Morgan worked at Bates Financial Group and held roles outside the financial sector, including positions at General Mills and Kids R Kids Learning Center. Klaas Financial Asset Advisors serves individual and high-net-worth clients, small businesses, and retirement plans with discretionary portfolio management, financial planning, and consulting services. The firm emphasizes diversified, long-term asset allocation strategies and integrates tax preparation and technology-enabled planning tools into its service offerings.

Maleeah Wernsing Cuevas is a financial advisor at Klaas Financial Asset Advisors, LLC with 21 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Klaas since 2007, having previously worked at Investacorp, Inc. and Securities America, Inc. Outside of her advisory role, she leads a women's social group called Women in Motion, which provides education on financial and lifestyle wellness. Klaas Financial Asset Advisors serves individual and high-net-worth clients, small businesses, and retirement plans, offering discretionary portfolio management, financial planning, and consulting services. The firm employs diversified, long-term asset allocation strategies and integrates tax preparation and a professional referral network into its service model.

Eric Schwartz is a CFP® professional with 12 years of experience in the financial advisory industry. He has worked at Klaas Financial Asset Advisors, LLC since 2020 and previously held roles at TIAA-CREF, Advice and Planning Services, and various WEA-affiliated firms. Klaas Financial Asset Advisors serves individual and high-net-worth clients, small businesses, and retirement plans, offering discretionary portfolio management through its Klaas Investment Portfolios wrap-fee program, financial planning and consulting, non-discretionary investment consulting, and retirement plan services. The firm employs diversified, long-term asset allocation strategies tailored to clients’ objectives and risk tolerances and integrates tax preparation and a professional referral network into its service model.