Echelon Wealth Partners

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

Our Values: Trust, Integrity, Excellence


Advisors

Stephen Stolz

Stephen Stolz

Financial Advisor

Visit Stephen Stolz's website
Randy Ehleringer

Randy Ehleringer

Private Wealth Advisor

Visit Randy Ehleringer's website
Kari Douglas

Kari Douglas

Private Wealth Advisor

Visit Kari Douglas's website
Brian Martin

Brian Martin

Financial Advisor

Visit Brian Martin's website
Alex Lair

Alex Lair

Financial Advisor

Visit Alex Lair's website
Jason Yockey

Jason Yockey

Financial Advisor

Visit Jason Yockey's website
Brittany Schultz

Brittany Schultz

Financial Advisor

Visit Brittany Schultz's website
Carrie Jo Exley

Carrie Jo Exley

Financial Advisor

Visit Carrie Jo Exley's website

Team

Stacia Parkin

Stacia Parkin

Paraplanner,

Financial Planning Assistant
Annette Chmielewski

Annette Chmielewski

Client Service Coordinator

Heather Fredrickson

Heather Fredrickson

Operations Manager,

Paraplanner

Qualifications

  • FINRA Securities Registrations Series 7, Series 63
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Linda McGuire

Linda McGuire

Paraplanner

Qualifications

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

Ann Swanson

Paraplanner

Qualifications

  • FINRA Securities Registrations Series 7, Series 66, Series 24
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Matthew Olson

Matthew Olson

Financial Planning Analyst,

Paraplanner
Brienna Schleusner

Brienna Schleusner

Marketing Specialist