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

Kari Douglas

Kari Douglas

CFP®, BFA, CRPC®, ChFC®, APMA®

Private Wealth Advisor

Business Financial Advisor
Visit Kari Douglas's website
Randy Ehleringer

Randy Ehleringer

CFP®, BFA, ChFC®, CRPC®, APMA®

Private Wealth Advisor

Franchise Consultant
Visit Randy Ehleringer's website
Alex Lair

Alex Lair

MBA, CFP®, CRPC®, APMA®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Visit Alex Lair's website
Jason Yockey

Jason Yockey

CFP®, CFA®, CRPC®

Financial Advisor

Chartered Financial Analyst®
Visit Jason Yockey'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
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
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
Samantha Cowley

Samantha Cowley

APMA®, CRPC®

Financial Advisor

Visit Samantha Cowley's website
Ryan T. Burras

Ryan T. Burras

Financial Advisor

Visit Ryan T. Burras's website

Team

Nick Griffin

Nick Griffin

Client Service Specialist

Annette Chmielewski

Annette Chmielewski

Client Service Coordinator

Linda McGuire

Linda McGuire

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Qualifications

  • FINRA Securities Registrations Series 7, Series 63, Series 53, Series 24
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Heather Fredrickson

Heather Fredrickson

Operations Manager,

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Qualifications

  • FINRA Securities Registrations Series 7, Series 63
View more
Matthew Olson

Matthew Olson

Financial Planning Analyst,

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Rawan Elbitar

Rawan Elbitar

Client Service Specialist

Rebecca Voigt

Rebecca Voigt

Administrative Assistant

Tracy Sears

Tracy Sears

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