Echelon Wealth Partners

Our Mission: To Bring Profound Impact to the Lives of our Clients, their Families, and our Community.

Our Values: Trust, Integrity, Excellence


Advisors

Randy Ehleringer

Randy Ehleringer

CFP®, BFA, ChFC®, CRPC®, APMA®

Private Wealth Advisor

Franchise Consultant
Visit Randy Ehleringer's website
Kari Douglas

Kari Douglas

CFP®, CRPC®, ChFC®, APMA®, BFA

Private Wealth Advisor

Business Financial Advisor
Visit Kari Douglas's website
Alex Lair

Alex Lair

MBA, CFP®, CRPC®, APMA®

Financial Advisor

Chartered Retirement Planning CounselorSM
Visit Alex Lair's website
Jason Yockey

Jason Yockey

CFP®, CFA®, CRPC®

Financial Advisor

Chartered Financial Analyst®
Visit Jason Yockey's website
Brittany Schultz

Brittany Schultz

CFP®, APMA®

Financial Advisor

Visit Brittany Schultz's website
Carrie Jo Exley

Carrie Jo Exley

APMA®

Financial Advisor

Visit Carrie Jo Exley's website
Michael Boguslawski

Michael Boguslawski

MBA, CFP®, APMA®

Financial Advisor

Visit Michael Boguslawski's website
Matthew Siegle

Matthew Siegle

CFP®, CRPC®, AAMS®, APMA®

Financial Advisor

Visit Matthew Siegle's website
Samantha Cowley

Samantha Cowley

APMA®

Financial Advisor

Visit Samantha Cowley's website
Amber Heinle

Amber Heinle

Associate Financial Advisor

Visit Amber Heinle's website
Jennifer Bymark

Jennifer Bymark

CLTC®, APMA®

Financial Advisor

Visit Jennifer Bymark's website
Patricia Groff

Patricia Groff

CRPC®, CLTC®

Financial Advisor

Chartered Retirement Planning CounselorSM
Visit Patricia Groff's website
Randy Groff

Randy Groff

ChFC®, CLU®, CRPC®

Financial Advisor

Visit Randy Groff's website
Trisha Schaar

Trisha Schaar

CRPC®, CLTC®, APMA®

Financial Advisor

Chartered Retirement Planning CounselorSM
Visit Trisha Schaar's website

Team

Annette Chmielewski

Annette Chmielewski

Client Service Coordinator

Linda McGuire

Linda McGuire

Paraplanner

Qualifications

  • FINRA Securities Registrations Series 7, Series 24, Series 53, Series 63
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Shannon Weisbrod

Shannon Weisbrod

Client Service Specialist

Ann Swanson

Ann Swanson

Practice Manager

Qualifications

  • FINRA Securities Registrations Series 7, Series 24, Series 66

Roles & Responsibilities

  • Registered Principal Delegate
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Heather Frederickson

Heather Frederickson

Operations Manager,

Paraplanner

Qualifications

  • FINRA Securities Registrations Series 7, Series 63
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Matthew Olson

Matthew Olson

Financial Planning Analyst,

Paraplanner
Brienna Schleusner

Brienna Schleusner

Marketing Specialist

Rawan Elbitar

Rawan Elbitar

Client Service Specialist

Tyrel Botten

Tyrel Botten

Client Service Specialist

Tracy Sears

Tracy Sears

Paraplanner

Rebecca Voigt

Administrative Assistant