Panoramic Wealth Advisors

Mission Statement

    • Offer a comprehensive approach to financial planning and knowledgeable financial advice.
    • Provide client centric guidance in a long term financial planning relationship.
    • Treat clients respectfully and responsively.
    • Work collaboratively with other financial professionals in order to benefit clients’ specific needs.
    • Be clients “go-to” resource for financial planning and investment advisory services.

Advisors

Reese J Lang

Reese J Lang

MBA, CFS®, ChFC®, APMA®

Private Wealth Advisor

Chartered Financial Consultant®
Visit Reese J Lang's website
Sarah Houser

Sarah Houser

CFP®, APMA®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Visit Sarah Houser's website

Team

Chase Albrecht

Chase Albrecht

Client Service Specialist

Personal Intro

Chase joined our team in December 2020. He brings years of experience providing high-end customer service in the hospitality industry that translates very well with our team. Chase enjoys several outdoor adventures along with spending time with friends and family.

Qualifications

  • Winona State University – BA, Business Administration & Economics
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Liz Larson

Liz Larson

Practice Manager,

Client Relationship Manager

Personal Intro

Liz has been with Ameriprise since 2010 and joined our team in 2014. She appreciates the opportunity to work with clients on a personal level and provide them dedicated service and support. Liz enjoys spending time with family, friends, and her Pomeranian, Ozzy. Her hobbies include exercising, cooking, gardening, and decorating.

Qualifications

  • Education: University of Minnesota, Minneapolis – Bachelor of Science
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John R. Hinz, CLU<sup>®</sup>, ChFC<sup>®</sup>

John R. Hinz, CLU®, ChFC®

Client Relationship Manager,

Chartered Financial Consultant®

Personal Intro

Education: Drake University – BS, Finance & Economics

John started investing at 10 years old and in high school worked with his father, a district manager for IDS, who he joined after graduation. After 18 years in corporate, he joined the field as a district manager, branch manager, and since solely as a financial advisor. John enjoys spending time with his wife, Linda, and two adult children at his MN and AZ homes.

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Jon Hemmesch

Jon Hemmesch

Paraplanner

Personal Intro

Jon joined our team in the fall of 2021 and brings with him over two decades of experience in the financial services industry. He is passionate about forming strong relationships with our clients and their families and loves to facilitate understanding and achieving their personal goals. Outside of work Jon and his wife, Julie, love spending time with their two children, Brooklyn and Jake, other family, and friends.

Qualifications

  • Education: St. Cloud State – BS, Marketing
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Kellie Malin

Kellie Malin

Client Service Specialist

Personal Intro

Kellie joined our team in May 2021. She comes to us with an Administrative Assistant and customer service background. She continues to provide exceptional service to our clients. Kellie enjoys spending time with her family and her husband, Tim. In her spare time, Kellie likes to workout, watch movies and explore new places.

Qualifications

  • Education: College of St. Benedict – BA, Communication
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Emma Johnson

Emma Johnson

Client Service Specialist

Charlie Greene

Charlie Greene

Client Service Specialist