Wealth Partners

Our team is proud to provide a breadth of experience, specialized financial knowledge and elevated level of service to all our clients. We work together to serve your goals and help you meet your financial future with more confidence.


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Team photo for Wealth Partners
Team photo for Wealth Partners

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Advisors

Advisor photo for Jack Swanda

Jack Swanda

Financial Advisor

Vice President of Wealth Partners
Visit Jack Swanda'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 Robert Gasnick

Robert Gasnick

APMA

Financial Advisor

Visit Robert Gasnick's website


Team

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

Michelle Jacobsen

Michelle Jacobsen

Operations Manager

Dawn Griffith

Dawn Griffith

Operations Manager

Kelly Egger

Kelly Egger

Client Concierge