Wealth Partners

Our team provides financial experience focused on you and your goals. Together, we offer a breadth of knowledge, specialized advice and ongoing dedication to exceptional service.



Advisors

Advisor photo for Stephanie Ingram

Stephanie Ingram

Financial Advisor

Visit Stephanie Ingram'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 Laurie Ortman

Laurie Ortman

APMA

Financial Advisor

Managing Partner of Wealth Partners
Visit Laurie Ortman's website
Advisor photo for Robert Gasnick

Robert Gasnick

APMA

Financial Advisor

Visit Robert Gasnick's website
Advisor photo for Barb Foote

Barb Foote

Financial Advisor

Visit Barb Foote's website


Team

Ethan Wood

Ethan Wood

Financial Planning Specialist

Kelley Iske

Kelley Iske

Practice Manager,

Chief Operating Officer of Wealth Partners
Kelly Egger

Kelly Egger

Client Concierge

Maddie Wood

Maddie Wood

Business Development Manager,

Marketing Specialist
Michelle Jacobsen

Michelle Jacobsen

Operations Manager

Sonja Peters

Sonja Peters

Client Concierge