Wealth Partners

Our Mission: Advice to guide you through life's big moments.

Our Core Values: Integrity & Honesty, Transparency, Fairness, Teamwork, Accountability, Reliability


Advisors

Advisor photo for Laurie Ortman

Laurie Ortman

APMA

Financial Advisor

Managing Partner of Wealth Partners
Visit Laurie Ortman's website
Advisor photo for Phil Wood

Phil Wood

APMA, CRPC, AIF®

Private Wealth Advisor

Chief Executive Officer of Wealth Partners
Visit Phil Wood's website
Advisor photo for Larry McGowan

Larry McGowan

AWMA℠, APMA

Financial Advisor

Visit Larry McGowan's website
Advisor photo for Barb Foote

Barb Foote

Financial Advisor

Visit Barb Foote's website
Advisor photo for Robert Gasnick

Robert Gasnick

APMA

Financial Advisor

Visit Robert Gasnick's website


Team

Michelle Wood

Michelle Wood

Marketing Manager,

Senior Vice President of Wealth Partners
Kelley Iske

Kelley Iske

Practice Manager,

Chief Operating Officer of Wealth Partners
Maddie Wood

Maddie Wood

Business Development Manager,

Marketing Specialist
Jerry Karnatz

Jerry Karnatz

Business Development Specialist

Melissa Hughes

Melissa Hughes

Operations Manager

MarrLyn Johnson

MarrLyn Johnson

Operations Manager

Andrea Spencer

Andrea Spencer

Operations Manager

Sally Dietz

Sally Dietz

Operations Manager

Michelle Jacobsen

Michelle Jacobsen

Client Service Specialist

Sonja Peters

Sonja Peters

Client Concierge

Cole Fossenbarger

Cole Fossenbarger

Financial Planning Specialist

Denise Bolton

Denise Bolton

Client Service Specialist

Kelli Stodola

Kelli Stodola

Client Service Specialist

Patty Agree

Patty Agree

Client Service Specialist

Kelly Egger

Kelly Egger

Client Concierge

Tammy Hays

Tammy Hays

Office Manager

Ethan Wood

Ethan Wood

Intern