Wealth Partners

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

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


Advisors

Phil Wood

APMA, CRPC, AIF®

Private Wealth Advisor

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

Laurie Ortman

APMA

Financial Advisor

Managing Partner of Wealth Partners
Visit Laurie Ortman's website

Barb Foote

Financial Advisor

Visit Barb Foote's website

Stephanie Ingram

BFA, APMA

Financial Advisor

Visit Stephanie Ingram's website

Robert Gasnick

APMA

Financial Advisor

Visit Robert Gasnick's website

Ethan Wood

BFA, APMA

Financial Advisor

Visit Ethan Wood's website


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
Michelle Jacobsen

Michelle Jacobsen

Operations Manager

Sonja Peters

Sonja Peters

Client Concierge

Kelly Egger

Kelly Egger

Client Concierge

Rishav Aswal

Rishav Aswal

Client Service Specialist

Denise Bolton

Denise Bolton

Client Service Specialist

Jerry Karnatz

Jerry Karnatz

Operations Specialist

Kylee Moore

Kylee Moore

Marketing Specialist