IntentGen Financial Partners Information
Contact top employees from
IntentGen Financial Partners
Summary
Plan Intentionally. Live Generously. These phrases guide Founding Partners & Wealth Advisors, Zac Larson & Corey Schmidt, with their clients & in their personal lives. It has been the cornerstone of ...Show more
Industries
Financial Services
Headquarters Location
Employees Size
10-50 employees
Employees Turnover 2 quarter 2025
Length of Employment
Employee tenure at IntentGen Financial Partners shows a diverse range of experience levels:
11% have been with the company for less than 1 year33% for 1–2 years22% for 3–4 years22% for 5–7 years11% for 8–10 yearsContact top employees from
IntentGen Financial Partners
Corey Schmidt
Founding Partner, Wealth Advisor
Zac Larson
Founding Partner
Joseph Schmitt
Financial Advisor
Ashley Holum
Director of Client Experience
Andrew Abel
Licensed Operations Professional
Patrick Morris
Investment Operations Manager
Jacob Schatz
Partner, Wealth Advisor
Carl Christiansen
Financial Advisor
Michael Mathey
Senior Planning Coordinator
Cole Vickrey
Senior Planning Coordinator
Ryan Dunham
Planning Coordinator
Candy Egan
Manager of Client Experience
