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

CFP®, CFA®, CRPC®

Financial Advisor

Chartered Financial Analyst®
Visit Jason Yockey's website
Randy Ehleringer

Randy Ehleringer

CFP®, BFA, ChFC®, CRPC®, APMA®

Private Wealth Advisor

Franchise Consultant
Visit Randy Ehleringer's website
Kari Douglas

Kari Douglas

CFP®, BFA, CRPC®, ChFC®, APMA®

Private Wealth Advisor

Business Financial Advisor
Visit Kari Douglas's website
Alex Lair

Alex Lair

MBA, CFP®, CRPC®, APMA®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Visit Alex Lair's website
Brittany Schultz

Brittany Schultz

CFP®, APMA®

Financial Advisor

Visit Brittany Schultz's website
Carrie Jo Exley

Carrie Jo Exley

APMA®

Financial Advisor

Visit Carrie Jo Exley's website
Michael Boguslawski

Michael Boguslawski

MBA, CFP®, APMA®

Financial Advisor

Visit Michael Boguslawski's website
Matthew Siegle

Matthew Siegle

CFP®, CRPC®, AAMS®, APMA®

Financial Advisor

Visit Matthew Siegle's website
Ryan T. Burras

Ryan T. Burras

Financial Advisor

Visit Ryan T. Burras's website
Samantha Cowley

Samantha Cowley

APMA®, CRPC®

Financial Advisor

Visit Samantha Cowley's website
Jennifer Bymark

Jennifer Bymark

CLTC®, APMA®

Financial Advisor

Visit Jennifer Bymark's website
Patricia Groff

Patricia Groff

CRPC®, CLTC®

Financial Advisor

Chartered Retirement Planning CounselorSM
Visit Patricia Groff's website
Randy Groff

Randy Groff

ChFC®, CLU®, CRPC®

Financial Advisor

Visit Randy Groff's website
Trisha Schaar

Trisha Schaar

CRPC®, CLTC®, APMA®

Financial Advisor

Chartered Retirement Planning CounselorSM
Visit Trisha Schaar's website

Team

Tracy Sears

Tracy Sears

Paraplanner,

Client Service Specialist

Qualifications

  • FINRA Securities Registrations Series 7, Series 66
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Heather Fredrickson

Heather Fredrickson

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,

Client Service Specialist

Qualifications

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

Nick Griffin

Client Service Specialist

Matthew Olson

Matthew Olson

Financial Planning Analyst,

Paraplanner

Qualifications

  • FINRA Securities Registrations Series 7, Series 66
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Stacia Parkin

Stacia Parkin

Financial Planning Analyst,

Paraplanner

Qualifications

  • FINRA Securities Registrations Series 7, Series 66
View more