Broker Check

Our Team

Client Centered

The Reeg Group is built upon shared values of honesty, integrity, genuine concern for clients, and respect for associates.

These values drew us to Baird and remain central to our ability to earn the quality client partnerships and maintain the high standards that are our team's tradition.

As a multi-generational family team with Midwestern roots, we operate our practice with the values and integrity you would expect from any family-run business. Wealthy families and private foundations rely on us to simplify their lives and provide advice that is objective. 

Our comprehensive advice is based on principles that have guided some of the country's most successful families to preserve, grow and transfer wealth from generation-to-generation. Find out about the client-focused service for which The Reeg Group is so well known. Contact us today to explore a partnership.

Stanley Reeg CIMC®

Stanley Reeg CIMC®

Managing Director

563-445-6220

Todd Reeg CFP®

Todd Reeg CFP®

Managing Director

480-624-2393

Nathan Gunderson CFP®,CPWA®

Nathan Gunderson CFP®,CPWA®

Financial Advisor

480-624-2394

Tyler Osterloo, WMCP®

Tyler Osterloo, WMCP®

Senior Client Specialist

(480) 624-2393

(480) 624-2309

Caden Seiferth

Caden Seiferth

Client Specialist

(480) 624-2395

(480) 624-2309

Mikayla Morgan

Mikayla Morgan

Senior Client Specialist

480-624-2310

The Team Behind the Team 

Tim Steffen, CPA/PFS, CFP®, CPWA®

Tim Steffen, CPA/PFS, CFP®, CPWA®

Director of Advanced Planning

Melanie Schmieding, CTFA

Melanie Schmieding, CTFA

Director of Family Wealth

Mark Criner

Mark Criner

Vice President

Team Designations

At The Reeg Group, we specialize in customized financial planning and investing strategies for our clients, ensuring that they have the freedom to pursue what matters most in their lives. Our experienced and highly credentialed team works with high-net-worth individuals and families to align their investments with their unique personal situations and financial goals.

Certified Financial Planner (CFP)

Education, examination, and experience sets a CERTIFIED FINANCIAL PLANNER TM professional apart from other advisors.

The CFP ® certification reinforces your financial planner competency, through rigorous education and experience requirements– including ongoing continuing education coursework.

Certified Private Wealth Advisor (CPWA)

Certified Private Wealth Advisor® (CPWA®) is an advanced education and certification program for financial advisors who work with high-net-worth clients on the life-cycle of wealth: accumulation, preservation, and distribution.

By selecting a CPWA advisor, you’re working with someone who has committed themselves to attaining advanced wealth management knowledge and can guide you through the most complex issues, ethically and with only your best interests in mind.

Family Wealth Advisor

Generational Family wealth management is at the forefront of our intentional focused credential. We are able to provide exceptional, elevated service to you and your family.

We are connected to a host of integrated solutions and strategic partners designed to help you navigate once-in-a-lifetime transactions and protect what matters.

Team Accolades

Forbes "Best-in-State Wealth Advisors", Multi-Year lists. Published annually Jan-April. Rankings based on data as of June 30 of prior year.

Each advisor—selected by SHOOK Research—is chosen based on an algorithm of qualitative and quantitative criteria, including: in-person interviews; industry experience; compliance records; revenue produced; and assets under management.

  • Todd Reeg - 2024, 2023, 2022
  • The Reeg Group Team - 2024

 2024 Forbes/SHOOK Research Best-In-State Wealth Management Teams published 1/9/24, data as of 3/31/23.

Barron's Top Financial Advisors

The rankings are based on data provided by around 6,000 of the nation's most productive advisors. Factors included in the rankings: assets under management, revenue produced for the firm, regulatory record, quality of practice, and philanthropic work.

  • Ranked #5 Best-in-State of AZ in 2025
  • Ranked #7 Best-in-State of AZ in 2024
  • Ranked #10 Best-in-State of AZ in 2023

Barron’s “Top 1,200 Financial Advisors”, Multi-Year lists. Published annually February – March. Rankings based on data as of September 30 of prior year.