Our Mission: Financial advice that brings you more confidence, simplicity, and success.

Our Core Values: Integrity & Honesty, Transparency, Fairness, Teamwork, Accountability, and Reliability


Our advisors

Phil Wood

Phil Wood

APMA®, CRPC®, AIF®

Private Wealth Advisor

Managing Director of Wealth Partners
Learn more about Phil Wood Visit Phil Wood's website
Kent Porter

Kent Porter

CLU®, ChFC®

Financial Advisor

Learn more about Kent Porter Visit Kent Porter's website
Jon Gilfry

Jon Gilfry

APMA®

Financial Advisor

Managing Partner of Wealth Partners
Learn more about Jon Gilfry Visit Jon Gilfry's website
Randy Rhodes

Randy Rhodes

Financial Advisor

Managing Partner of Wealth Partners
Learn more about Randy Rhodes Visit Randy Rhodes's website
Laurie Ortman

Laurie Ortman

APMA®

Financial Advisor

Managing Partner of Wealth Partners
Learn more about Laurie Ortman Visit Laurie Ortman's website
Roger White

Roger White

Financial Advisor

Learn more about Roger White Visit Roger White's website
Joseph Gasnick

Joseph Gasnick

Financial Advisor

Learn more about Joseph Gasnick Visit Joseph Gasnick's website
Jim Loyet

Jim Loyet

Financial Advisor

Learn more about Jim Loyet Visit Jim Loyet's website
Todd Mitchell Winter

Todd Mitchell Winter

CFP®, APMA®

Financial Advisor

Vice President of Wealth Partners
Learn more about Todd Mitchell Winter Visit Todd Mitchell Winter's website
Chip Romjue

Chip Romjue

Financial Advisor

Learn more about Chip Romjue Visit Chip Romjue's website
Phil Johnson

Phil Johnson

Financial Advisor

Learn more about Phil Johnson Visit Phil Johnson's website
Eric Burr

Eric Burr

AWMA®, APMA®

Financial Advisor

Learn more about Eric Burr Visit Eric Burr's website
Andy Agree

Andy Agree

APMA®

Financial Advisor

Learn more about Andy Agree Visit Andy Agree's website
Mike Toussaint

Mike Toussaint

Financial Advisor

Learn more about Mike Toussaint Visit Mike Toussaint's website
Todd Johnson

Todd Johnson

APMA®

Financial Advisor

Learn more about Todd Johnson Visit Todd Johnson's website
Barb Foote

Barb Foote

Financial Advisor

Learn more about Barb Foote Visit Barb Foote's website
Jack Swanda

Jack Swanda

Financial Advisor

Vice President of Wealth Partners
Learn more about Jack Swanda Visit Jack Swanda's website
Larry McGowan

Larry McGowan

AWMA®, APMA®

Financial Advisor

Learn more about Larry McGowan Visit Larry McGowan's website
Paul Schoomaker

Paul Schoomaker

Financial Advisor

Investment Specialist
Learn more about Paul Schoomaker Visit Paul Schoomaker's website
Ron Wilhelm

Ron Wilhelm

Financial Advisor

Learn more about Ron Wilhelm Visit Ron Wilhelm's website
Larry Foxworthy

Larry Foxworthy

Financial Advisor

Learn more about Larry Foxworthy Visit Larry Foxworthy's website

Our team

Michelle Wood

Michelle Wood

Marketing Manager,

Senior Vice President
Kelley Iske

Kelley Iske

Practice Manager,

Chief Operating Officer
Jerry Karnatz

Jerry Karnatz

Business Development Specialist

Chelsey Burr

Chelsey Burr

Business Development 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

Michelle Jacobsen

Michelle Jacobsen

Operations Manager

Megan Lipp

Megan Lipp

Operations Manager

Sonja Peters

Sonja Peters

Client Concierge

Maddie Wood

Maddie Wood

Marketing Specialist

Cole Fossenbarger

Cole Fossenbarger

Financial Planning Specialist

Denise Bolton

Denise Bolton

Client Service Specialist

Kelli Stodola

Kelli Stodola

Client Service Specialist

Patty Agree

Patty Agree

Client Service Specialist