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Our Team

PARTNERING TOGETHER FOR YOUR FINANCIAL FUTURE

When it comes to your financial wellbeing, it’s our calling to help you find security and peace of mind. We’ve made it a point to nurture a team of dedicated and knowledgeable experts who work relentlessly to serve your best interests. Our clients and team members become our close friends as we work together to improve all areas of our clients’ lives—both financially and emotionally.

Here’s why you can trust us to lead you well in every stage of life:

By the Numbers graphic

*99% client retention rate defined by Ludacka Wealth Partners client policyowner data as of December 2024

Our Team

Paul Ludacka CLU®, ChFC®, CFP®

Founder

David J Spiess AWMA®

Private Wealth Advisor

Jared Rohrer MBA

Director of Investment Services

Jeovany Zelaya CFA®, CFP®

Director of Investments

Kurtis Kammerer

Director of Operations

Brett Jackson

Director of Strategic Development

Carsten Murgas

Financial Planning Analyst

Bryan Botkin

Financial Planning Analyst

OUR EXPERTISE

Our team offers 123 years of combined experience, and we’re committed to constant growth so we can serve you with the superior knowledge and insight you deserve. Some of our advanced designations include: