Meet The Team
One Dedicated Team. Not a Call Center.
Every client works with a dedicated team, not the next advisor on rotation. Here's who you'll actually work with.
Your Team
Your Retirement Team
Kyle Hammerschmidt
Founder
Founder of MOKAN Wealth, Kyle helps 401(k) and IRA millionaires retire with confidence through a tax-first Retire Ready Roadmap™.
Megan Ramshaw, CFP®
Head Financial Advisor
A CFP® professional, Megan leads client planning, coordinating income, tax strategy, and investments into one retirement plan.
Megan Harris
Head of Operations & Client Experience
Megan supports clients day-to-day, handling the details so every retirement plan runs smoothly.
Rachel Hunt
Service & Planning
Rachel works alongside the team to keep client relationships and planning moving smoothly.
Tyler Tomlen
Paraplanner
A paraplanner and member of the MOKAN Wealth planning team. He works behind the scenes to support the research, analysis, and preparation that goes into every client plan, helping ensure your Retire Ready Roadmap™ is built with the detail and care it deserves.
Oversight
Investment Committee
Your investment strategy is reviewed by more than one person. This committee sets and monitors the models behind your plan.
Derek Prusa, CFA, CFP®
Investment Committee Member
Benjamin Webster, CFP®
Investment Committee Member
Andrew VanDerSchaaf, CPA
Investment Committee Member
Ready to Keep More of What You Built?
MOKAN Wealth is currently accepting new clients.