The Team

Quest Wealth Management

Our commitment is to support you in your quest for financial well-being.

At Quest Wealth Management, we value relationships built on integrity, loyalty, and trust.

Your vision is our ambition.

Our Advisors

Winonah B Doty-Mc Cluskey

Winonah B Doty-Mc Cluskey

Financial Advisor

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Designations

CRPC®

Top Areas of Focus

  • Retirement Planning Strategies
  • Women's Financial Strategies
  • Investment Management

Education

Iowa State University, BBA Finance 1996

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Jan M Spielman

Jan M Spielman

Private Wealth Advisor

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Designations

MBA, ChFC®, CRPC®

Top Areas of Focus

  • Retirement Planning Strategies
  • Women's Financial Strategies
  • Investment Management

Education

Masters Degree in Business Administration, University of South Dakota, Bachelor of Arts Degree, Buena Vista University
CA Insurance #0L92915 AR License #235497

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Chris Korte

Chris Korte

Private Wealth Advisor

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Designations

MBA, CFP®, CLTC®, APMA®

Top Areas of Focus

  • Retirement Planning Strategies
  • Women's Financial Strategies
  • Investment Management

Education

MBA Southern Illinois University 1982, BS, Medical Technology - Loras College, 1976
CA Insurance #0D43919

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Elwin J Aggen

Elwin J Aggen

Financial Advisor

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Designations

CFP®

Top Areas of Focus

  • Retirement Planning Strategies
  • Investment Management
  • Estate Planning Strategies

Education

Bachelor of Science, Ag Business Adminstration and Ag Education, University of Minnesota, 1982

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Andrew Spielman

Andrew Spielman

Financial Advisor

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Designations

CFP®, CRPC®

Top Areas of Focus

  • Retirement Planning Strategies
  • Women's Financial Strategies
  • Investment Management

Education

Bachelor of Arts Degree, Grand View College, 2003- 2007

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Keith Mc Carney

Keith Mc Carney

Financial Advisor

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Designations

CFP®

Top Areas of Focus

  • Investments
  • Retirement Plan Distribution
  • Retirement Planning Strategies

Education

Bachelor of Science Degree - Mankato State University Mankato, MN, Certified Financial Planner designation - College for Financial Planning Denver, CO

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Erika Wachholz

Erika Wachholz

Associate Financial Advisor

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Designations

CRPC®, APMA®

Top Areas of Focus

  • Retirement Planning Strategies
  • Investment Management
  • Domestic Partner Planning

Education

Bachelor of Arts in Music, Luther College, Decorah, IA

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Our Staff

Gretchen Sutton

Gretchen Sutton

Practice Manager

Kimberly Conover

Kimberly Conover

Client Service Manager

Trudy M. Freerksen

Trudy M. Freerksen

Client Service Manager

Lisa Kretsch

Lisa Kretsch

Client Service Manager

Tori Adams

Tori Adams

Client Service Manager

Stacie Nagel

Client Service Manager