The Team

Echelon Wealth Partners

Our Mission: To Bring Profound Impact to the Lives of our Clients, Team Members and the Community.

Our Values: Trust, Integrity, Excellence

Our Advisors

Randy Ehleringer

Randy Ehleringer

Private Wealth Advisor

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Designations

CFP®, BFA, ChFC®, CRPC®, APMA®

Top Areas of Focus

  • Retirement Planning Strategies
  • Retirement Income Strategies
  • Estate Planning Strategies

Education

College of St. Thomas 1987 BA in Quantitative Methods and Economics, College For Financial Planning 1990, CFP designation, College for Financial Planning 2006, Chartered Retirement Planning Counselor, American College 2007, Chartered Financial Consultant Designation
CA Insurance #0B29879 AR License #247819

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Stephen Stolz

Stephen Stolz

Financial Advisor

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Designations

CFP®, MBA, ChFC®, APMA®, CRPC®

Top Areas of Focus

  • Investment Management
  • Tax Planning Strategies
  • Estate Planning Strategies

Education

MBA, Finance, Tarleton State University, Stephenville, TX, 1997, BS, Electrical Engineering, Milwaukee School Engineering, WI, 1994
CA Insurance #0K33352 AR License #364160

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Brian Martin

Brian Martin

Financial Advisor

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Designations

CFP®, CRPC®, APMA®

Top Areas of Focus

  • Retirement Planning Strategies
  • Investment Management
  • Wealth Preservation Strategies

Education

BS, Finance, University of Wisconsin-La Crosse, La Crosse, Wisconsin, 1997

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Alex Lair

Alex Lair

Financial Advisor

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Designations

MBA, CFP®, CRPC®, APMA®

Top Areas of Focus

  • Retirement Planning Strategies
  • Tax Planning Strategies
  • Investment Management

Education

BA, Business Administration and Management - Gustavus Adolphus College, 2010, MBA, Master of Business Administration - Augsburg College, 2014

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Jason Yockey

Jason Yockey

Financial Advisor

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Designations

CFP®, CFA, CRPC®

Top Areas of Focus

  • Intergenerational Planning
  • Investment Management
  • Executive Compensation and Benefit Strategies

Education

St. Mary's University of Minnesota, Winona, MN 2006

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Our Staff

Brittany Schultz

Brittany Schultz

Paraplanner

Client Service Specialist
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Qualifications

  • FINRA Securities Registrations Series 7, Series 63, Series 65
Abby Bumsted

Abby Bumsted

Client Service Specialist

Annette Chmielewski

Annette Chmielewski

Client Service Coordinator

Heather Fredrickson

Heather Fredrickson

Operations Manager

Paraplanner
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Qualifications

  • FINRA Securities Registrations Series 7, Series 63
Karen Boguslawski

Karen Boguslawski

Paraplanner

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Qualifications

  • FINRA Securities Registrations Series 7, Series 63
Linda McGuire

Linda McGuire

Paraplanner

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Qualifications

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

Ann Swanson

Paraplanner

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Qualifications

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

Stacia Parkin

Paraplanner

Client Service Specialist
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Qualifications

  • FINRA Securities Registrations Series 7, Series 66
Mike Boguslawski

Mike Boguslawski

Financial Planning Analyst

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Qualifications

  • FINRA Securities Registrations Series 7, Series 66
Matthew Olson

Matthew Olson

Financial Planning Analyst

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Brienna Schleusner

Brienna Schleusner

Marketing Specialist