Our Mission: Advice to guide you through life's big moments.

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

Our advisors

Phil Wood

APMA, CRPC, AIF®

Private Wealth Advisor

Chief Executive Officer of Wealth Partners
Learn more about Phil Wood Visit Phil Wood's website

Chris Leyden

MSFS, CFP®, ChFC®, CLU®, AEP®

Private Wealth Advisor

Managing Director of Wealth Partners
Learn more about Chris Leyden Visit Chris Leyden's website

Joel Leyden

CFP®, CRPC, APMA

Private Wealth Advisor

Managing Director of Wealth Partners
Learn more about Joel Leyden Visit Joel Leyden's website

Robert S Woodruff

JD, AEP®, CLTC®

Financial Advisor

Managing Director of Wealth Partners
Learn more about Robert S Woodruff Visit Robert S Woodruff's website

Luke Prottsman

Financial Advisor

Managing Partner of Wealth Partners
Learn more about Luke Prottsman Visit Luke Prottsman's website

Rodney Williams

CRPC

Private Wealth Advisor

Managing Director of Wealth Partners
Learn more about Rodney Williams Visit Rodney Williams's website

Jon Gilfry

APMA

Financial Advisor

Managing Director of Wealth Partners
Learn more about Jon Gilfry Visit Jon Gilfry's website

Michael Quinn

CRPC

Private Wealth Advisor

Managing Director of Wealth Partners
Learn more about Michael Quinn Visit Michael Quinn's website

Brad Baldes

CFP®, CLU®, ChFC®

Financial Advisor

Managing Partner of Wealth Partners
Learn more about Brad Baldes Visit Brad Baldes's website

John G Leyden

CRPC, CLTC®

Private Wealth Advisor

Managing Partner of Wealth Partners
Learn more about John G Leyden Visit John G Leyden's website

Stephen Haakinson

CFP®

Private Wealth Advisor

Managing Director of Wealth Partners
Learn more about Stephen Haakinson Visit Stephen Haakinson's website

Randy Rhodes

APMA, CEPA®

Financial Advisor

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

Heather Link

CRPC

Financial Advisor

Managing Partner of Wealth Partners
Learn more about Heather Link Visit Heather Link's website

Angelia Thomas

MBA, CLTC®

Financial Advisor

Managing Partner of Wealth Partners
Learn more about Angelia Thomas Visit Angelia Thomas's website

Curtis Bohn

CFP®, AAMS, RICP®

Private Wealth Advisor

Managing Director of Wealth Partners
Learn more about Curtis Bohn Visit Curtis Bohn's website

Morris Friedman

CFP®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Morris Friedman Visit Morris Friedman's website

Laurie Ortman

APMA

Financial Advisor

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

Shane M Baack

CFP®, APMA, AIF®

Financial Advisor

Managing Partner of Wealth Partners
Learn more about Shane M Baack Visit Shane M Baack's website

Kevin A Keane

CFP®, BFA, CRPC, RICP®, CLTC®, CMFC

Financial Advisor

Managing Partner of Wealth Partners
Learn more about Kevin A Keane Visit Kevin A Keane's website

Austin Williams

CFP®

Financial Advisor

Managing Partner of Wealth Partners
Learn more about Austin Williams Visit Austin Williams's website

John Albert Barrientos

CLU®, ChFC®, RICP®

Financial Advisor

Managing Partner of Wealth Partners
Learn more about John Albert Barrientos Visit John Albert Barrientos's website

John Keane

CLTC®

Financial Advisor

Learn more about John Keane Visit John Keane's website

Seth Rhodes

CFP®, BFA, APMA

Financial Advisor

Learn more about Seth Rhodes Visit Seth Rhodes's website

Eric Burr

AWMA, APMA

Financial Advisor

ACCREDITED WEALTH MANAGEMENT ADVISOR™
Learn more about Eric Burr Visit Eric Burr's website

Chad Petersen

Financial Advisor

Managing Partner of Wealth Partners
Learn more about Chad Petersen Visit Chad Petersen's website

Todd Mitchell Winter

CFP®, APMA, AIF®

Financial Advisor

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

Ron Wilhelm

MBA, ChFC®, CLU®

Financial Advisor

Learn more about Ron Wilhelm Visit Ron Wilhelm's website

Terra Milander

CFP®, CDFA®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Terra Milander Visit Terra Milander's website

Robert Gasnick

APMA

Financial Advisor

Learn more about Robert Gasnick Visit Robert Gasnick's website

Bruce Kout

CFP®, MBA, CRPC

Financial Advisor

Learn more about Bruce Kout Visit Bruce Kout's website

Michael Thomas

CLTC®

Financial Advisor

Learn more about Michael Thomas Visit Michael Thomas's website

Stephanie Ingram

BFA, APMA

Financial Advisor

Learn more about Stephanie Ingram Visit Stephanie Ingram's website

Craig Jones

APMA

Financial Advisor

Learn more about Craig Jones Visit Craig Jones's website

Trevor Synovec

APMA

Financial Advisor

Learn more about Trevor Synovec Visit Trevor Synovec's website

Ethan Wood

BFA, APMA, CRPC

Financial Advisor

Investment Specialist
Learn more about Ethan Wood Visit Ethan Wood's website

Kael Adam

APMA, CRPC

Financial Advisor

Learn more about Kael Adam Visit Kael Adam's website


Our team

Michelle Wood

Michelle Wood

Business Development Director,

Senior Vice President of Wealth Partners
Kelley Iske

Kelley Iske

Practice Manager,

Chief Operating Officer of Wealth Partners
Maddie Moore

Maddie Moore

Business Development Manager,

Marketing Specialist
Jerry Karnatz

Jerry Karnatz

Operations Specialist

Roger White

Roger White

Business Development Specialist

Dianne Kemp

Dianne Kemp

Operations Manager

Denise Bolton

Denise Bolton

Client Service Specialist

Sherri O'Hern

Sherri O'Hern

Client Service Manager

Dana Bohn

Dana Bohn

Marketing Specialist

Brad Trebil

Brad Trebil

Practice Manager

MarrLyn Johnson

MarrLyn Johnson

Operations Manager

Andrea Spencer

Andrea Spencer

Operations Manager

Melissa Hughes

Melissa Hughes

Operations Manager

Patty McNealey

Patty McNealey

Client Service Specialist

Susan Riley

Susan Riley

Client Service Specialist

Michelle Jacobsen

Michelle Jacobsen

Client Service Specialist

Stephany Shaheen

Stephany Shaheen

Administrative Assistant

Tonia Urness

Tonia Urness

Operations Manager

Kristine Walkup

Kristine Walkup

Administrative Assistant

Ember Ham

Ember Ham

Operations Manager

Patty Agree

Patty Agree

Client Service Specialist

Jennifer Veloz

Jennifer Veloz

Office Manager

Deanna Falcone

Deanna Falcone

Client Service Manager

Renae Wolf

Renae Wolf

Operations Director

Kelli Stodola

Kelli Stodola

Client Service Specialist

Sally Dietz

Sally Dietz

Operations Manager

Molly Bredensteiner

Molly Bredensteiner

Financial Planning Specialist,

Client Service Manager
Sonja Peters

Sonja Peters

Client Concierge

Taylor Sheets

Taylor Sheets

Client Service Specialist

Sue Franz

Sue Franz

Client Service Specialist

Jacqueline del Castillo

Jacqueline del Castillo

Client Service Specialist

Megan Lipp

Megan Lipp

Operations Manager

Miriam Garcia

Miriam Garcia

Operations Specialist

Hannah Belk

Hannah Belk

Marketing Specialist

Preston Stuhr

Preston Stuhr

Client Service Specialist

Kelly Egger

Kelly Egger

Client Service Specialist

Tammy Hays

Tammy Hays

Office Manager

Jennifer Chavez

Jennifer Chavez

Office Manager

Connor Leyden

Connor Leyden

Client Service Specialist

Renae Harms

Renae Harms

Client Service Manager

Mindy Foral

Mindy Foral

Client Service Specialist

Rishav Aswal

Rishav Aswal

Client Service Specialist

Alex Barrientos

Alex Barrientos

Client Service Specialist

Shauna Radant

Shauna Radant

Financial Planning Specialist

Kylee Moore

Kylee Moore

Marketing Specialist

Misty Wallace

Misty Wallace

Client Service Manager

Dana Riggie

Dana Riggie

Client Service Specialist

Hilda Morales

Hilda Morales

Operations Specialist