Dialogue Wealth Advisors

Managing your finances isn’t as overwhelming when you have the right team by your side. We take time to understand what matters most to you, then work together to provide clear advice and consistent support along the way. With a team approach, shared accountability helps keep things on track. Feel more confident, connected and in control of your financial future.

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Team photo for Dialogue Wealth Advisors
Team photo for Dialogue Wealth Advisors

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Advisors

Advisor photo for Nate Colbert

Nate Colbert

CRPC

Private Wealth Advisor

Chartered Retirement Planning Counselor™
Visit Nate Colbert's website
Advisor photo for Jake Heitritter

Jake Heitritter

Financial Advisor

Visit Jake Heitritter's website


Team

Deborah K. Westphal

Deborah K. Westphal

Operations Manager

Roles & Responsibilities

  • Over 35 years of experience working with clients in the financial industry. Making sure clients needs comes first on a day-to-day basis.
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Kayla Thomas

Kayla Thomas

Marketing Specialist

Olivia Wicks

Olivia Wicks

Client Service Manager