Our team is proud to provide a breadth of experience, specialized financial knowledge and elevated level of service to all our clients. We work together to serve your goals and help you meet your financial future with more confidence.

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Our advisors

Adam Mohr

BFA, CRPC, APMA, CLTC®

Private Wealth Advisor

Managing Partner of River Prairie Wealth Partners
Learn more about Adam Mohr Visit Adam Mohr's website

Kurt Kern

CRPC, APMA

Financial Advisor

Managing Partner of River Prairie Wealth Partners
Learn more about Kurt Kern Visit Kurt Kern's website

Kathryn Noe

APMA, CDFA®

Financial Advisor

Managing Partner of River Prairie Wealth Partners
Learn more about Kathryn Noe Visit Kathryn Noe's website

Christopher Kolinski

APMA, CRPC

Financial Advisor

Managing Partner of River Prairie Wealth Partners
Learn more about Christopher Kolinski Visit Christopher Kolinski's website

Kirk Brettingen

CFP®, APMA, CRPC

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Kirk Brettingen Visit Kirk Brettingen's website

Derek Dallum

Associate Financial Advisor

Learn more about Derek Dallum Visit Derek Dallum's website

Christine A Ebert

CFP®, BFA, CRPC

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Christine A Ebert Visit Christine A Ebert's website

Beau Erickson

CRPC, CMFC, AWMA, APMA

Financial Advisor

Chartered Retirement Planning Counselor™
Learn more about Beau Erickson Visit Beau Erickson's website

Grant Fjosne

ChFC®, CRPC, CFS®, APMA

Private Wealth Advisor

Franchise Owner
Learn more about Grant Fjosne Visit Grant Fjosne's website

Kelly France

CFP®, AWMA

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Kelly France Visit Kelly France's website

Korrie Frank

CFP®, APMA

Financial Advisor

Financial Planning Specialist
Learn more about Korrie Frank Visit Korrie Frank's website

Gina Gladwell Hartke

ChFC®, APMA

Financial Advisor

Financial Planning Specialist
Learn more about Gina Gladwell Hartke Visit Gina Gladwell Hartke's website

Conrad B Hjort

CFP®, ChFC®, APMA

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Conrad B Hjort Visit Conrad B Hjort's website

Meg Jakubik

CFP®, APMA, CRPC

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Meg Jakubik Visit Meg Jakubik's website

Brian Johnson

CFP®

Financial Advisor

Learn more about Brian Johnson Visit Brian Johnson's website

Shannon L Johnson

CFP®, BFA, APMA

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Shannon L Johnson Visit Shannon L Johnson's website

Mitchell Kern

CRPC, APMA

Financial Advisor

ACCREDITED PORTFOLIO MANAGEMENT ADVISOR™
Learn more about Mitchell Kern Visit Mitchell Kern's website

Travis Kraker

CFP®

Financial Advisor

Learn more about Travis Kraker Visit Travis Kraker's website

Fred P Lawless

CFP®, ChFC®, CLU®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Learn more about Fred P Lawless Visit Fred P Lawless's website

Brian Martin

CFP®, CRPC, APMA

Financial Advisor

Learn more about Brian Martin Visit Brian Martin's website

Matt Osendorf

Financial Advisor

Franchise Owner
Learn more about Matt Osendorf Visit Matt Osendorf's website

Nicole Powers

APMA

Financial Advisor

Financial Planning Specialist
Learn more about Nicole Powers Visit Nicole Powers's website

Brian T Soley

CFP®, CLTC®, APMA

Financial Advisor

Insurance Specialist
Learn more about Brian T Soley Visit Brian T Soley's website

Steve Stolz

MBA, CFP®, APMA

Financial Advisor

Business Financial Advisor
Learn more about Steve Stolz Visit Steve Stolz's website

Mark Tollander

CFP®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Mark Tollander Visit Mark Tollander's website

Kathi Beasley

CFP®

Financial Advisor

Learn more about Kathi Beasley Visit Kathi Beasley's website

Cheryl A Martin

CFP®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Learn more about Cheryl A Martin Visit Cheryl A Martin's website


Our team

Bethany Beauchamp

Bethany Beauchamp

Paraplanner,

Operations Specialist
Sean Craker

Sean Craker

Investment Specialist

Personal Intro

  • Sean is from Chippewa Falls, WI
  • In 2022, he graduated from the University of Wisconsin- Eau Claire and studied Finance
  • He has one younger sister, Maggie
  • In his free time, he enjoys fishing, watching sports and movies, lifting weights, playing card games, and spending time with friends and family

Qualifications

  • BBA in Business Finance, Magna Cum Laude

    Majored in business finance, minored in marketing, and earned a certificate in economics

  • Passed SIE, Series 7, & Series 66 exams

  • State of WI- Life, Accident & Health, &Variable Life/Variable Annuity Licenses

  • Accredited Portfolio Management Advisor, APMA®

Roles & Responsibilities

  • Complete trading and money movements
  • Rebalance models within managed portfolios
  • Member of investment committee
  • Assist advisors with research, analysis, and proposals
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Laura Diller

Laura Diller

Executive Assistant

Personal Intro

  • Laura was born and raised in Northwest Iowa
  • She served in the United State Air Force
  • Prior to joining the financial services industry, Laura served as a Medical Assistant for 20 years
  • Laura and her husband have one son and 2 cats
  • In her free time, Laura enjoys the peace and quiet of living in the country and spending quality time with her family

Qualifications

  • 4 years’ experience in financial services

  • Public Notary

Roles & Responsibilities

  • Advisor and Business Support
  • Scheduling and Meeting Coordination
  • Meeting Preparation and Follow-up
  • Financial Forms and Processing
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Kristin Dohms

Kristin Dohms

Client Concierge,

Marketing Specialist
Stefani Gerczak

Stefani Gerczak

Client Service Manager

Melissa Hass-Goettl

Melissa Hass-Goettl

Executive Assistant

Personal Intro

  • Melissa is from Chippewa Falls, WI where she lives with her husband, Mike. They have two adult children.
  • Melissa is an avid volunteer. She is actively involved in the Chi-Hi Athletic Booster Club
  • In her free time, Melissa enjoys working out, playing rec volleyball, outdoor activities, and spending time with friends & family.

Qualifications

  • 7 Years' experience in financial services and 10 years’ experience in insurance

  • BA In Psychology

  • Licensed in Property, Casualty & Life Insurance

  • Public Notary

Roles & Responsibilities

  • Advisor Support
  • Scheduling and Meeting Coordination
  • Meeting Preparation and Follow-up
  • Financial Forms and Processing
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Jennifer Janiak

Jennifer Janiak

Operations Director,

Chief Operating Officer of River Prairie Wealth Partners

Personal Intro

  • Jen grew up in southwestern Wisconsin, but Eau Claire has been her home for 30+ years
  • Along with her husband of nearly 30 years, she has three kids
  • She is active in the community, previously serving as a Board Member for Girls on the Run, Friends of the Library, The Community Table and volunteers with many organizations
  • Jen has been a Chamber Ambassador since 2022
  • Jen enjoys traveling, reading, hiking, and gardening

Qualifications

  • Bachelor's degree in organizational leadership & communication, UW-Eau Claire

Roles & Responsibilities

  • Human Resources
  • Strategic Planning
  • Operations Management
  • Business Development
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Rachael M. Peraza

Rachael M. Peraza

Practice Manager

Qualifications

    • 27 years of investment industry experience
    • Series 7 and 63
    • Minnesota life and health licensed
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Nicole Pirkola

Nicole Pirkola

Administrative Assistant

Rachel Pitt

Rachel Pitt

Financial Planning Assistant,

Client Service Specialist

Personal Intro

  • Rachel grew up on her family’s resort on Leech Lake in Walker, MN
  • She enjoys spending time in South Dakota and Wyoming, where her two older brothers and their families live
  • Rachel’s boyfriend of 7 years is nearly completed with his Physicians Associate program at the University of Nebraska Medical Center
  • In her free time, she loves to hike, travel, craft, spend time with friends and family, and attend concerts

Qualifications

  • Bachelor of Business Administration – Finance

  • Bachelor of Business Administration – Management

  • Series 7

Roles & Responsibilities

  • Prepare financial plans, incorporating goal-based advice
  • Assist advisors in preparing for clients’ financial planning meetings
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Megan Stoll

Megan Stoll

Executive Assistant

Personal Intro

  • Megan was born and raised in Chippewa Falls, WI
  • Megan was married in 2023 to her high school sweetheart, Jordan
  • She volunteers with the local Girl Scouts of the Northwestern Great Lakes by being a camp counselor in summer and traveling internationally and domestically with troops.
  • In her free time, she enjoys going to coffee shops, traveling, and spending time with friends.

Qualifications

  • 3 Years' experience in financial services

Roles & Responsibilities

  • Advisor Support
  • Scheduling and Meeting Coordination
  • Meeting Preparation and Follow-up
  • Financial Forms and Processing
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Joan Strohmeyer

Joan Strohmeyer

Office Manager

Roles & Responsibilities

  • Practice Operations and Efficiencies
  • Scheduling and Meeting Coordination
  • Meeting Preparation
  • Business Processing and Submission
  • Human Resources
  • Client Service Follow Up
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Bonnie Swoboda

Bonnie Swoboda

Client Service Manager

Personal Intro

  • Bonnie grew up and currently lives in Chippewa Falls, WI with her husband Steve. They have three adult children.
  • Bonnie has been in the financial industry for over 38 years and with the team since 2017.
  • Bonnie is a dedicated professional who produces consistent work with a positive, goal-oriented attitude.
  • Bonnie enjoys water aerobics class at the Y, crafting, making cards, playing aggravation, and scrapbooking.

Qualifications

  • Series 6

  • Series 63

  • Public Notary

Roles & Responsibilities

  • Scheduling & Meeting Coordination
  • Meeting Preparation and Follow-up
  • Advisor and Event Planning Support
  • Onboarding Specialist
  • Financial Forms and Processing
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Madeline Tomesh

Madeline Tomesh

Client Service Specialist