Who We Are

Frank Mokosak, CFP®CAP®, is a Principal and Wealth Management Advisor. Frank began his career as a Wealth Management Advisor in 1995.  Shortly thereafter, Frank recognized that he became more energized when he was helping clients discover what is truly most important to them. Helping clients through the Discovery Meeting and creating strategies to help them achieve their goals is Frank’s unique ability.

Ryan Page, CFP®, is a Wealth Management Advisor.  Ryan develops customized plans around investment management, retirement planning, tax planning, college savings, and estate planning to push clients toward a life of abundance.  Ryan is a graduate of Iowa State University, holding dual Bachelor’s Degrees in Finance and Management Information Systems with magna cum laude distinction. With a passion for endless learning and self-education, he is an active member of the Mid-Iowa Estate and Financial Planners Council and upholds the rigorous standards of the CFP Board as a CERTIFIED FINANCIAL PLANNER™ practitioner.
Marty Kelly, is an Associate Wealth Management Advisor for Mokosak Advisory Group. Marty supports Frank in delivering a “Four Seasons” client experience and assists Ryan in developing customized plans around investment management, retirement planning, tax planning, college savings and estate planning to move clients toward a life of abundance.

Liddy Cherry has worked for Mokosak Advisory Group since 2004 and typically is the first person to greet you when you call or visit the office.  Liddy specializes in client and administrative support for the entire office.

Suzanne McMahon has worked in the financial planning industry since 1995, and has been with Mokosak Advisory Group since 2008. Suzanne specializes in client service and support.