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


Advisors

Jason Yockey

Jason Yockey

Financial Advisor

Visit Jason Yockey's website
Randy Ehleringer

Randy Ehleringer

Private Wealth Advisor

Visit Randy Ehleringer's website
Kari Douglas

Kari Douglas

Private Wealth Advisor

Visit Kari Douglas's website
Brian Martin

Brian Martin

Financial Advisor

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Stephen Stolz

Stephen Stolz

Financial Advisor

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Alex Lair

Alex Lair

Financial Advisor

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Michael Boguslawski

Michael Boguslawski

Financial Advisor

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Matthew Siegle

Matthew Siegle

Financial Advisor

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Brittany Schultz

Brittany Schultz

Financial Advisor

Visit Brittany Schultz's website
Carrie Jo Exley

Carrie Jo Exley

Financial Advisor

Visit Carrie Jo Exley's website

Team

Tracy Sears

Tracy Sears

Client Service Specialist,

Client Service Coordinator
Stacia Parkin

Stacia Parkin

Paraplanner,

Client Service Specialist

Qualifications

  • FINRA Securities Registrations Series 7, Series 66
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Heather Frederickson

Heather Frederickson

Operations Manager,

Paraplanner

Qualifications

  • FINRA Securities Registrations Series 7, Series 63
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Annette Chmielewski

Annette Chmielewski

Client Service Coordinator

Linda McGuire

Linda McGuire

Paraplanner

Qualifications

  • FINRA Securities Registrations Series 7, Series 24, Series 53, Series 63
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Ann Swanson

Ann Swanson

Paraplanner

Qualifications

  • FINRA Securities Registrations Series 7, Series 24, Series 66

Roles & Responsibilities

  • Registered Principal Delegate
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Matthew Olson

Matthew Olson

Financial Planning Analyst,

Paraplanner
Brienna Schleusner

Brienna Schleusner

Marketing Specialist