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

Private Wealth Advisor

Franchise Consultant
Visit Randy Ehleringer's website
Kari Douglas

Kari Douglas

Private Wealth Advisor

Business Financial Advisor
Visit Kari Douglas's website
Stephen Stolz

Stephen Stolz

Financial Advisor

Business Financial Advisor
Visit Stephen Stolz's website
Alex Lair

Alex Lair

Financial Advisor

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

Jason Yockey

Financial Advisor

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

Brittany Schultz

Financial Advisor

Visit Brittany Schultz's website
Carrie Jo Exley

Carrie Jo Exley

Financial Advisor

Visit Carrie Jo Exley's website
Michael Boguslawski

Michael Boguslawski

Financial Advisor

Visit Michael Boguslawski's website
Matthew Siegle

Matthew Siegle

Financial Advisor

Visit Matthew Siegle's website
Samantha Cowley

Samantha Cowley

Financial Advisor

Visit Samantha Cowley's website
Amber Heinle

Amber Heinle

Associate Financial Advisor

Visit Amber Heinle's website
Jennifer Bymark

Jennifer Bymark

Financial Advisor

Visit Jennifer Bymark's website
Patricia Groff

Patricia Groff

Financial Advisor

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

Randy Groff

Financial Advisor

Visit Randy Groff's website

Team

Annette Chmielewski

Annette Chmielewski

Client Service Coordinator

Heather Fredrickson

Heather Fredrickson

Operations Manager,

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Qualifications

  • FINRA Securities Registrations Series 7, Series 63
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Linda McGuire

Linda McGuire

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Qualifications

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

Shannon Weisbrod

Client Service Specialist

Kalla Boekhoff

Kalla Boekhoff

Client Service Specialist

Ann Swanson

Ann Swanson

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Qualifications

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

Roles & Responsibilities

  • Registered Principal Delegate
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Matthew Olson

Matthew Olson

Financial Planning Analyst,

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Brienna Schleusner

Brienna Schleusner

Marketing Specialist