Wealth Partners

How will you generate income in retirement?

Our practice is dedicated to helping you formulate a strategy for retirement that considers all your assets, savings, investments, Social Security and other potential income sources. Using our exclusive Confident Retirement® approach, our goal is to help you grow and preserve your income during your working years and develop a distribution plan for retirement that can help weather market ups and downs. Together we build financial confidence— for today and for tomorrow — so you can live the retirement you’ve earned.


Advisors

Jack Swanda

Jack Swanda

Financial Advisor

Vice President of Wealth Partners
Visit Jack Swanda's website
Phil Wood

Phil Wood

APMA®, CRPC®, AIF®

Private Wealth Advisor

Managing Director of Wealth Partners
Visit Phil Wood's website
Kent Porter

Kent Porter

CLU®, ChFC®

Financial Advisor

Visit Kent Porter's website
Laurie Ortman

Laurie Ortman

APMA®

Financial Advisor

Managing Partner of Wealth Partners
Visit Laurie Ortman's website
Paul Schoomaker

Paul Schoomaker

Financial Advisor

Investment Specialist
Visit Paul Schoomaker's website
Joseph Gasnick

Joseph Gasnick

Financial Advisor

Visit Joseph Gasnick's website
Larry Foxworthy

Larry Foxworthy

Financial Advisor

Visit Larry Foxworthy's website
Barb Foote

Barb Foote

Financial Advisor

Visit Barb Foote's website

Team

Val Madia

Val Madia

Business Development Director,

Practice Manager
Kim Vogan

Kim Vogan

Client Service Specialist

Qualifications

  • • BS from Western Illinois University - Instructional Technology
  • • 4 years Investment experience

Roles & Responsibilities

  • • Servicing of Client Accounts
View more