Financial Planning & Wealth Management
Dubuque Advisory Council

 We are blessed and thankful for this group of professionals who keep our team engaged in the real-world, thus ensuring our students graduate ready to step into the workforce and contribute to the financial planning profession. In addition to the content within the 72 Principal Topics as required from the CFP Board, we ask our students to understand how that content fits into a career based on service and relationships. Duhawks present and future will benefit from this esteemed group of selfless individuals.

Loras College Department Staff

Brian J Kallback (’02) M.A. M.S. CFP® CLU® QPA CTFA 
Program Director, Financial Planning & Wealth Management
Assistant Professor of Finance
563.588.7626 |

Joseph C. Bernardi, CFP®, IAR
Private Wealth Advisor
Bernardi Group LLC
Dubuque, IA

Mark Burns
Director of Secondary Education
Dubuque Community School District
Dubuque, IA

Eric Hilbun, CFP®
Financial Advisor
DuTrac Community Credit Union
Dubuque, IA

Christine Korte, MBA, CFP ®, CLTC ®, APMA ® (’76)
Private Wealth Advisor
Quest Wealth Management
West Des Moines, IA

Amy Manternach
Vice President Finance and Philanthropy
Community Foundation of Greater Dubuque
Dubuque, IA

Scott G Leibfried, APMA®, ChFC®
Private Wealth Advisor, President
StackStone Wealth
A private wealth advisory practice of Ameriprise Financial Services, Inc.

Michael Montag, CPA, PFS, CFP® (’96)
RSM US Wealth Management LLC
Dubuque, IA

Samantha Pietruszynski (’18)
Associate Financial Planner
HighTower Great Lakes
Valparaiso, IN

Kim Snook, CFP® CRPC
Brokerage Services Manager – Retired
American Trust & Savings Bank
Dubuque, IA

Katie Thomas, CPA,CFP ®,CGMA (’06)
Honkamp Krueger
Dubuque, IA

James Padilla
Dean, Francis J. Noonan School of Business
Loras College
Dubuque, IA

Lisa Bowers, PHR, SHRM-CP
Senior Vice President, Human Resources & Training
Dupaco Community Credit Union
Dubuque, IA

Brendan B. Houlihan, CFP® CRPC® (’03)
Financial Advisor
Wells Fargo Advisors
Dubuque, IA

Brad Lewis, CPA, CFP®, CMFC
Senior Portfolio Manager
Steele Capital Management
Dubuque, IA

Jamie McDonald, CFP® (’01)
Financial Advisor
Core Investments Group, Inc.
Dubuque, IA

Michael J. Musich, AWMA, AAMS (’86)
Private Asset Advisory Group LLC
West Des Moines, IA

Kayla Price, MBA, QKA
Retirement Plan Consultant
Prudential Financial
Dubuque, IA

Tom Stricker, CFP® 
Financial Advisor / Managing Partner
Bridgewater Advisors
A financial advisory practice of Ameriprise Financial Services, Inc.

John Upstrom
Professor Emeritus – Finance
Loras College
Dubuque, IA

Eric Foy
VP, Business Development Manager
Heartland Retirement Plan Services