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

close

Team photo for Echelon Wealth Partners
Team photo for Echelon Wealth Partners

View Larger


Advisors

Jason Yockey

CFA®, CFP®, CRPC

Financial Advisor

Chief Investment Officer of Echelon Wealth Partners
Visit Jason Yockey's website

Randy Ehleringer

CFP®, BFA, ChFC®, CRPC, APMA

Private Wealth Advisor

Visit Randy Ehleringer's website

Kari Douglas Ehleringer

CFP®, CPWA®, CRPC, ChFC®, APMA, BFA

Private Wealth Advisor

Business Financial Advisor
Visit Kari Douglas Ehleringer's website

Alex Lair

MBA, CFP®, CRPC, APMA

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Visit Alex Lair's website

Brittany Pilling

CFP®, APMA

Financial Advisor

Visit Brittany Pilling's website

Carrie Jo Exley

APMA

Financial Advisor

Visit Carrie Jo Exley's website

Matthew Siegle

CFP®, CRPC, AAMS, APMA

Financial Advisor

Visit Matthew Siegle's website

Ryan T. Burras

APMA

Financial Advisor

Visit Ryan T. Burras's website

Michael Boguslawski

MBA, CFP®, BFA, APMA

Financial Advisor

Visit Michael Boguslawski's website

Aaron J Fritz

CFP®, APMA

Financial Advisor

Visit Aaron J Fritz's website

Trisha Schaar

CRPC, CLTC®, APMA

Financial Advisor

Chartered Retirement Planning Counselor™
Visit Trisha Schaar's website

Samantha Cowley

APMA, CRPC

Financial Advisor

Visit Samantha Cowley's website

Jennifer Bymark

CLTC®, APMA

Financial Advisor

Visit Jennifer Bymark's website

Stephanie Lemenowsky

CRPC

Financial Advisor

Visit Stephanie Lemenowsky's website


Team

Tracy Sears

Tracy Sears

Paraplanner,

Client Service Specialist

Qualifications

  • FINRA Securities Registrations Series 7, Series 66
View more
Heather Fredrickson, MBA

Heather Fredrickson, MBA

Operations Director,

Paraplanner

Qualifications

  • FINRA Securities Registrations Series 7, Series 63
View more
Emma McWaters

Emma McWaters

Marketing Manager,

Client Service Specialist
Stacia Ivkovic

Stacia Ivkovic

Financial Planning Analyst,

Paraplanner

Qualifications

  • FINRA Securities Registrations Series 7, Series 66
View more
Matthew Olson

Matthew Olson

Financial Planning Analyst,

Paraplanner

Qualifications

  • FINRA Securities Registrations Series 7, Series 66
View more
Linda McGuire

Linda McGuire

Paraplanner,

Client Service Specialist

Qualifications

  • FINRA Securities Registrations Series 7, Series 63, Series 53, Series 24
View more
Nick Griffin

Nick Griffin

Client Service Specialist

Jennifer Folstad

Jennifer Folstad

Client Service Coordinator

Julie Janiszeski

Julie Janiszeski

Client Service Specialist

Marla Sheridan

Marla Sheridan

Client Service Coordinator

Miranda Wintheiser

Miranda Wintheiser

Client Service Coordinator

Rawan Elbitar

Rawan Elbitar

Client Service Specialist

Rebecca Voigt

Rebecca Voigt

Client Service Specialist

Tristen Groff

Tristen Groff

Paraplanner,

Client Service Specialist
Zenon Westrom Ostrom

Zenon Westrom Ostrom

Paraplanner,

Client Service Specialist

Qualifications

View more