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Our Team

The Ballast Advisors team is the core of our success. This unique collection of talent creates an environment of collaboration which is unique in this industry. Each of these professionals bring a lifetime worth of experience from overcoming challenges in their own lives, as well as, helping to exceed the expectations of the clients in which they’ve served. It is their tenacity and desire that they continue to meet life’s challenges by aggressively working towards our clients goals.

Ballast Advisors Paul L. Parnell APMA® CRPC®

Paul Parnell

Ballast Advisors Richard Gerczak CFP®

Rich Gerczak

Ballast Advisors Steven Schmidt CFP® APMA® ChFC® CLU®

Steven Schmidt

Ballast Advisors Scott Peterson
Scott Peterson

Ballast Advisors  Luke Johnson, CFP®, CRPC®
Luke Johnson

Ballast Advisors Michael J. Nesheim, CFP®
Michael J Nesheim
Ballast Advisors Richard M. Juckel, CFP®, CRPC®
Richard M. Juckel

Ballast Advisors Andrea Nease, Vice President, Operations
Andrea Nease

Ballast Advisors Lisa Lanz, Client Service Manager

Lisa Lanz

Ballast Advisors Gail Brown, Client Service Manager
Gail Brown

Ballast Advisors Katie Nelson, Client Service Manager

Katie E. Nelson




Ballast Advisors Kathy Bergloff, Client Service Associate

Kathryn Bergloff

Ballast Advisors Nicole Wolf, Client Service Manager

Nicole F. Wolf