Wealth Partners

Our Mission: Advice to guide you through life's big moments.
Our Core Values: Integrity & Honesty, Transparency, Fairness, Teamwork, Accountability and Reliability


Advisors

Advisor photo for Barb Foote

Barb Foote

Financial Advisor

Visit Barb Foote's website
Advisor photo for Phil Wood

Phil Wood

APMA, CRPC, AIF®

Private Wealth Advisor

Chief Executive Officer of Wealth Partners
Visit Phil Wood's website
Advisor photo for Laurie Ortman

Laurie Ortman

APMA

Financial Advisor

Managing Partner of Wealth Partners
Visit Laurie Ortman's website
Advisor photo for Joseph Gasnick

Joseph Gasnick

Financial Advisor

Visit Joseph Gasnick's website
Advisor photo for Larry McGowan

Larry McGowan

AWMA℠, APMA

Financial Advisor

Visit Larry McGowan's website
Advisor photo for Robert Gasnick

Robert Gasnick

APMA

Financial Advisor

Visit Robert Gasnick's website


Team

Michelle Jacobsen

Michelle Jacobsen

Operations Manager

Jerry Karnatz

Jerry Karnatz

Business Development Specialist

Kelly Egger

Kelly Egger

Client Concierge

Denise Bolton

Denise Bolton

Client Service Specialist

Ethan Wood

Ethan Wood

Financial Planning Specialist

Michelle Wood

Michelle Wood

Marketing Manager,

Senior Vice President of Wealth Partners
Kelley Iske

Kelley Iske

Practice Manager,

Chief Operating Officer of Wealth Partners
Maddie Wood

Maddie Wood

Business Development Manager,

Marketing Specialist
Sonja Peters

Sonja Peters

Client Concierge