Wealth Partners

In our practice, we provide personalized financial advice to help you manage the impact of taxes over your lifetime and beyond. Working with your tax professional and using our exclusive Confident Retirement® approach, we consider options such as Roth IRA conversions and other tax-free investments,tax-free college savings plans and charitable gift-giving, tax diversification and tax-efficient withdrawals from retirement accounts. Together, we can help you meet your financial future with more confidence.



Advisors

Phil Wood

Phil Wood

APMA®, CRPC®, AIF®

Private Wealth Advisor

Managing Director
Visit Phil Wood's website
Kent Porter

Kent Porter

CLU®, ChFC®

Financial Advisor

Visit Kent Porter's website
Jon Gilfry

Jon Gilfry

APMA®

Financial Advisor

Managing Partner
Visit Jon Gilfry's website
Laurie Ortman

Laurie Ortman

APMA®

Financial Advisor

Managing Partner
Visit Laurie Ortman's website
Pam Doughty

Pam Doughty

MBA

Financial Advisor

Investment Specialist
Visit Pam Doughty's website
Roger White

Roger White

Financial Advisor

Visit Roger White's website
Joseph Gasnick

Joseph Gasnick

Financial Advisor

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Randy Rhodes

Randy Rhodes

Financial Advisor

Visit Randy Rhodes's website
Jim Loyet

Jim Loyet

Financial Advisor

Visit Jim Loyet's website
Todd Mitchell Winter

Todd Mitchell Winter

CFP®

Financial Advisor

Vice President
Visit Todd Mitchell Winter's website
Phil Johnson

Phil Johnson

Financial Advisor

Visit Phil Johnson's website
Eric Burr

Eric Burr

Financial Advisor

Visit Eric Burr's website
Andy Agree

Andy Agree

Financial Advisor

Visit Andy Agree's website
Mike Toussaint

Mike Toussaint

Financial Advisor

Visit Mike Toussaint's website
Todd Johnson

Todd Johnson

Financial Advisor

Visit Todd Johnson's website
Barb Foote

Barb Foote

Financial Advisor

Visit Barb Foote's website
Jack Swanda

Jack Swanda

Financial Advisor

Vice President
Visit Jack Swanda's website
Larry McGowan

Larry McGowan

APMA®

Financial Advisor

Visit Larry McGowan's website
Paul Schoomaker

Paul Schoomaker

Financial Advisor

Investment Specialist
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Ron Wilhelm

Ron Wilhelm

Financial Advisor

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Larry Foxworthy

Larry Foxworthy

Financial Advisor

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Rick Havenridge

Rick Havenridge

APMA®

Financial Advisor

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Craig Jones

Craig Jones

Financial Advisor

Visit Craig Jones's website
Seth Rhodes

Seth Rhodes

APMA®

Financial Advisor

Visit Seth Rhodes's website
Robert Gasnick

Robert Gasnick

Financial Advisor

Visit Robert Gasnick's website

Team

Michelle Wood

Michelle Wood

Marketing Manager,

Senior Vice President
Kelley Iske

Kelley Iske

Practice Manager,

Chief Operating Officer
Amanda Edison

Amanda Edison

Business Development Director,

Vice President
Chip Romjue

Chip Romjue

Business Development Specialist

Jerry Karnatz

Jerry Karnatz

Business Development Specialist

Chelsey Burr

Chelsey Burr

Business Development Specialist

Jana Flaxbeard

Jana Flaxbeard

Financial Planning Specialist

Melissa Hughes

Melissa Hughes

Operations Manager

MarrLyn Johnson

MarrLyn Johnson

Operations Manager

Dawn Griffith

Dawn Griffith

Operations Manager

Heidi Sack

Heidi Sack

Operations Manager

Andrea Spencer

Andrea Spencer

Operations Manager

Eileen Toussaint

Eileen Toussaint

Operations Manager

Sally Dietz

Sally Dietz

Operations Manager

Courtney Billings

Courtney Billings

Operations Manager

Denise Bolton

Denise Bolton

Client Service Specialist

Michelle Jacobsen

Michelle Jacobsen

Client Service Specialist

Kelli Stodola

Kelli Stodola

Client Service Specialist

Patty Agree

Patty Agree

Client Service Specialist

Sonja Peters

Sonja Peters

Client Concierge

Maddie Wood

Maddie Wood

Marketing Specialist