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

Jan M Spielman

MBA, BFA, ChFC®, CRPC

Private Wealth Advisor

Chartered Retirement Planning Counselor™
Learn more about Jan M Spielman Visit Jan M Spielman's website

Chris Korte

MBA, CFP®, CLTC®, APMA

Private Wealth Advisor

Learn more about Chris Korte Visit Chris Korte's website

Andrew Spielman

CFP®, CRPC

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Andrew Spielman Visit Andrew Spielman's website

Brian J Rech

CRPC

Financial Advisor

Chartered Retirement Planning Counselor™
Learn more about Brian J Rech Visit Brian J Rech's website

Elwin J Aggen

CFP®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Elwin J Aggen Visit Elwin J Aggen's website

Keith Mc Carney

CFP®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Keith Mc Carney Visit Keith Mc Carney's website

Winonah B Doty-Mc Cluskey

CRPC, APMA

Financial Advisor

Learn more about Winonah B Doty-Mc Cluskey Visit Winonah B Doty-Mc Cluskey's website

Ryan Gilbert

MBA, CMFA®

Financial Advisor

Learn more about Ryan Gilbert Visit Ryan Gilbert's website

Christian Ohl

CLTC®, CRPC

Financial Advisor

Learn more about Christian Ohl Visit Christian Ohl's website

Erika Wachholz

CRPC, APMA

Financial Advisor

Registered Principal Delegate
Learn more about Erika Wachholz Visit Erika Wachholz's website


Our team

Gretchen Sutton

Gretchen Sutton

Practice Manager

Kimberly Conover

Kimberly Conover

Client Service Manager

Trudy M. Inglis

Trudy M. Inglis

Client Service Manager

Amy Schmidt

Amy Schmidt

Client Service Manager

Dawn Stephens

Dawn Stephens

Administrative Assistant

Julie Jeno

Julie Jeno

Paraplanner,

Financial Planning Assistant
Frankee Fluck

Frankee Fluck

Client Service Manager

Sofia Gilbert

Intern

Cathy Bertrand

Cathy Bertrand

Client Service Manager

Bobbi Baumgartner

Client Service Manager