Wealth Partners

Advisors

Advisor photo for Dan Morehouse

Dan Morehouse

APMA®

Financial Advisor

Visit Dan Morehouse'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


Team

Kelley Iske

Kelley Iske

Practice Manager,

Chief Operating Officer of Wealth Partners
Maddie Wood

Maddie Wood

Business Development Manager,

Marketing Specialist
Kelly Egger

Kelly Egger

Client Concierge

Sonja Peters

Sonja Peters

Client Concierge