Rapid City, SD St. Joseph Street Office

Deidre Budahl is a financial advisor at Cetera Planning Partners with 10 years of industry experience. She holds a Series 65 credential and has worked with Casey Peterson & Associates, LTD for over 20 years. Budahl is also a partner and accountant at a regional CPA firm, serves as a board member for Monument Health - Rapid City Hospital, and is the board chair for the South Dakota Board of Accountancy. Cetera Planning Partners serves individual and high-net-worth clients, focusing on pre-retirees and retirees by providing investment management, financial planning, Social Security optimization, and retirement-related advice. The firm integrates comprehensive offerings such as tax planning, bookkeeping, and estate planning services within a larger Cetera network.

Kayce Gerlach is a financial advisor with Cetera Planning Partners who holds a Series 65 credential and has 10 years of industry experience. Prior to joining Cetera Planning Partners in 2026, Gerlach worked at Avantax Planning Partners, Inc. for 11 years. Outside of financial advising, Gerlach is a shareholder and accountant at Casey Peterson, Ltd., a regional CPA firm, and serves as a board member and treasurer for both Central States Fair, Inc. and Black Hills Community Economic Development, a nonprofit organization. Cetera Planning Partners serves individual and high-net-worth clients, with an emphasis on pre-retirees and retirees, offering investment management, financial planning, Social Security optimization, and retirement advice. The firm’s integrated approach includes tax planning, bookkeeping, payroll support, and estate-planning services, with a focus on diversified allocations aligned to client goals and risk tolerance.

Leah Heidler is a financial advisor with Cetera Planning Partners in Rapid City, SD, holding a Series 65 designation and four years of industry experience. Prior to joining Cetera Planning Partners in 2026, she worked at Avantax Planning Partners, Inc. from 2022 to 2026 and has been involved with Casey Peterson, Ltd., an accounting firm, since 2008. At Casey Peterson, Ltd., she conducts tax interviews, facilitates accounting work, provides client consulting in tax and accounting software, manages employees in the agriculture industry, and leads QuickBooks training webinars and seminars. Cetera Planning Partners serves individual and high-net-worth clients, focusing on pre-retirees and retirees by providing investment management, comprehensive financial planning, Social Security optimization, and retirement-related advice. The firm offers additional services such as tax planning and preparation, bookkeeping, payroll support, and estate planning through a third-party provider, using a diversified investment approach aligned with client objectives and risk tolerance.

Melanie Pozorski is a financial advisor at Cetera Planning Partners with eight years of industry experience and a Series 65 designation. She is also an Accountant Manager at Casey Peterson, Ltd., a regional CPA firm, where she provides tax return preparation, consulting, and bookkeeping services. Cetera Planning Partners serves individual and high-net-worth clients, particularly pre-retirees and retirees, by offering investment management, comprehensive financial planning, and retirement-related advice, along with ancillary services such as tax planning, bookkeeping, and estate planning through third-party providers.

Devon Hochstetter is a PFS™ credentialed advisor at Cetera Planning Partners with three years of industry experience. Prior to joining Cetera, he worked at Avantax Planning Partners, Inc. for three years and is an income partner at Casey Peterson, LTD, a full-service accounting firm where he focuses on tax planning and preparation. Cetera Planning Partners serves individual and high-net-worth clients, particularly pre-retirees and retirees, offering investment management, comprehensive financial planning, Social Security optimization, and retirement advice. The firm provides additional services such as tax planning, bookkeeping, payroll support, and estate planning through a third-party provider, with an investment approach centered on diversified mutual fund and ETF allocations aligned with client objectives and risk tolerance.

Mark Lyons is a financial advisor with Cetera Planning Partners and holds a Series 65 designation. He has 10 years of industry experience and has been with Cetera Planning Partners since 2026. Lyons is also the managing shareholder of Casey Peterson & Associates, Ltd., a CPA firm specializing in audit, accounting, and consulting services within the healthcare industry. Cetera Planning Partners serves individual and high-net-worth clients, focusing on pre-retirees and retirees by providing investment management, comprehensive financial planning, and retirement-related advice. The firm emphasizes diversified portfolios using mutual funds and ETFs and offers additional services such as tax planning, bookkeeping, and estate planning through third-party providers.

Zach Van Sambeek is a financial advisor at Cetera Planning Partners with the PFS™ designation and two years of industry experience. He is also an income partner at Casey Peterson, Ltd, where he provides tax and compliance services, business valuation, and assistance with audit and financial statement preparation. Cetera Planning Partners serves individual and high-net-worth clients, particularly pre-retirees and retirees, offering investment management, comprehensive financial planning, Social Security optimization, and retirement-related advice. The firm emphasizes diversified allocations tailored to client objectives and risk tolerance and provides additional services such as tax planning, bookkeeping, payroll support, and estate planning through a third-party provider.

De Shayne Hoag is a financial advisor with Cetera Planning Partners in Rapid City, SD, holding a Series 65 license and one year of industry experience. He previously worked at Avantax Planning Partners for two years and has been an income partner at Casey Peterson, Ltd, a firm providing tax, assurance, consulting, and financial advisory services, where he manages client engagements and will become a shareholder effective January 1. Cetera Planning Partners serves individual and high-net-worth clients, with a focus on pre-retirees and retirees, offering investment management, comprehensive financial planning, Social Security optimization, and retirement-related advice alongside ancillary services such as tax planning, bookkeeping, payroll support, and estate planning through a third-party provider.

Devin Pfaff is a financial advisor at Cetera Planning Partners with one year of industry experience. He holds the Series 65 designation and is also a shareholder and director of the attest team at Casey Peterson, Ltd, a CPA firm providing tax, accounting, audit, and wealth management services. Additionally, he is a part owner of Turnac Four, LLC, a company involved in managing commercial real estate. Cetera Planning Partners serves individual and high-net-worth clients, focusing on pre-retirees and retirees by offering investment management, comprehensive financial planning, and retirement-related advice. The firm’s investment approach emphasizes diversified allocations using mutual funds and ETFs tailored to clients’ objectives and risk tolerance, supported by a formal planning process and integration with a larger Cetera network providing affiliated custodial and brokerage resources.

Casey Peterson is a financial advisor with Cetera Planning Partners in Rapid City, SD, holding a Series 65 designation and over 25 years of industry experience. He has worked with CP Financial Services since 2000 and has provided accounting services through his own firm, Casey Peterson, Ltd., since 1977. Peterson serves as a director of the advisory board and shareholder for First Interstate Bank and is involved in multiple business ventures including a landscaping services firm and ranch management. Cetera Planning Partners serves individual and high-net-worth clients, with a focus on pre-retirees and retirees, offering investment management, comprehensive financial planning, and retirement-related advice. The firm emphasizes diversified allocations using mutual funds and ETFs tailored to client objectives and risk tolerance while providing ancillary services such as tax planning, bookkeeping, and estate planning through third-party providers.

Kevin Eggebraaten is a financial advisor with Cetera Planning Partners in Rapid City, SD, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. His work history includes roles at Avantax Investment Services, CP Financials, and ProEquities, among others. He is also the managing director of Casey Peterson, Ltd, a full-service public accounting firm providing tax preparation, consulting, and bookkeeping services. Cetera Planning Partners serves individual and high-net-worth clients, focusing on pre-retirees and retirees by offering investment management, comprehensive financial planning, Social Security optimization, and retirement advice. The firm integrates a diversified investment process with ancillary services such as tax planning, bookkeeping, payroll support, and estate-planning strategies delivered through third-party providers.