Mapmakers Financial

Managing your finances isn’t as overwhelming when you have the right team by your side. We take time to understand what matters most to you, then work together to provide clear advice and consistent support along the way. With a team approach, shared accountability helps keep things on track. Feel more confident, connected and in control of your financial future.

close

Team photo for Mapmakers Financial
Team photo for Mapmakers Financial

View Larger


Advisors

Advisor photo for Cara Partch

Cara Partch

CFP®

Financial Advisor

Visit Cara Partch's website


Team

Dan Standke

Dan Standke

Financial Planning Manager

Qualifications

  • Registered staff: Series 7 and Series 66

  • Bachelors Degree in Economics

  • 8+ years experience with data entry

  • Journeyman Computer -Peripheral- Equipment Operator

Roles & Responsibilities

  • Manage, organize and securely store confidential client data
  • Audit data and achieve deadlines for planning timeline
  • Maintain current financial planning tracker to update progress
  • Act as liaison between advisors, production and clients
View more
Max Morelli

Max Morelli

Investment Operations Assistant

Qualifications

  • Successfully completed 3-month intensive internship, including observing in-office meetings with clients

  • Bachelor of Science - Finance and Business Operations Analytics, University of Oregon

Roles & Responsibilities

  • Update customized fund analytics for advisor and client review
  • Learn about all aspects of a thriving private wealth management practice
  • Support client service activities and team initiatives
  • To assist advisors and staff on various projects
View more
Melissa Gilley

Melissa Gilley

Practice Manager

Qualifications

  • Operations Professional with Ameriprise since 2009

  • 30+ years in Event Planning, Client Service and Hospitality

  • Certified Notary Public with State of Oregon

Roles & Responsibilities

  • Hospitality and client experience
  • Special events, educational seminars, and client appreciation
  • Coordinates scheduling and manages calendar
  • Social media and websites
  • Office manager
  • Compliance
View more
Michelle Gesik

Michelle Gesik

Client Service Specialist

Qualifications

  • Client service professional with Ameriprise since 2000

  • Extensive experience with account management and service support

Roles & Responsibilities

  • New client onboarding and integration
  • Practice operations
  • Liaison to home office for Mapmakers Financial
  • Client services and compliance
  • Creation of agendas and meeting prep
  • Facilitation of secure forms and documents
View more
Shelley Miller

Shelley Miller

Operations Manager

Qualifications

  • Bachelors Degree in Computer Science and Accounting
  • Certified Notary Public

  • Extensive Non-profit Project Management

  • Experienced Technical Support

Roles & Responsibilities

  • Analyze fund performance
  • Prepare customized reports for client's review
  • Propose recommendations
View more