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IQONIC Team

Our team is dedicated to providing you with the very best service, working with you to develop solutions that fit your family's needs. Our focus on client satisfaction and specialized attention combined with our industry knowledge and training creates a climate of success.

Nathan Kinard CFP®

CEO and Private Wealth Advisor

Mac Barnes CFP®

Private Wealth Advisor and Founding Partner

Steve Scott

Private Wealth Advisor

Raymond L Bertasi CLU®, ChFC®, CFP®

Partner

Cameron Kremers CFP®, ChFC®, RICP®

Financial Advisor

Eric Seaman

Financial Representative

Levi Wolters

Chief Operations Officer

Abigail Augusta Lee

Client Onboarding Specialist

Kevin Richardson

Financial Planning Analyst

Matthew Snook

Client Onboarding Specialist

Madeline Durrett

Director of Operations

Amy Mattison

Executive Assistant