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

Barb Foote

Financial Advisor

Visit Barb Foote's website

Robert Gasnick

APMA

Financial Advisor

Visit Robert Gasnick's website

Phil Wood

APMA, CRPC, AIF®

Private Wealth Advisor

Chief Executive Officer of Wealth Partners
Visit Phil Wood's website

Laurie Ortman

APMA

Financial Advisor

Managing Partner of Wealth Partners
Visit Laurie Ortman's website

Jack Swanda

Financial Advisor

Vice President of Wealth Partners
Visit Jack Swanda's website

Larry Foxworthy

Financial Advisor

Visit Larry Foxworthy's website

Jim Loyet

Financial Advisor

Visit Jim Loyet's website

Eric Burr

AWMA℠, APMA

Financial Advisor

Visit Eric Burr's website

Jon Gilfry

APMA

Financial Advisor

Managing Director of Wealth Partners
Visit Jon Gilfry's website

Craig Jones

APMA

Financial Advisor

Visit Craig Jones's website

Larry McGowan

AWMA℠, APMA

Financial Advisor

Visit Larry McGowan's website

Randy Rhodes

APMA, CEPA®

Financial Advisor

Managing Partner of Wealth Partners
Visit Randy Rhodes's website

Roger White

Financial Advisor

Visit Roger White's website


Team

Jana Flaxbeard

Jana Flaxbeard

Financial Planning Specialist

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