Our team is proud to provide a breadth of experience, specialized financial knowledge and elevated level of service to all our clients. We work together to serve your goals and help you meet your financial future with more confidence.



Our advisors

Lori Richardson

CFP®, APMA

Private Wealth Advisor

Managing Partner of Stoutheart Wealth
Learn more about Lori Richardson Visit Lori Richardson's website

Dustin Lentz

CFP®, BFA, CRPC, APMA

Private Wealth Advisor

Managing Partner of Stoutheart Wealth
Learn more about Dustin Lentz Visit Dustin Lentz's website

Evan Wessel

APMA, CLTC®

Financial Advisor

Learn more about Evan Wessel Visit Evan Wessel's website

Emma Hahn

CFP®, APMA

Financial Advisor

Learn more about Emma Hahn Visit Emma Hahn's website

Donovan Leighton

AAMS, APMA

Financial Advisor

Learn more about Donovan Leighton Visit Donovan Leighton's website


Our team

Clarke Stringham

Clarke Stringham

Client Service Manager

David McFadden II, APMA™

David McFadden II, APMA™

Client Service Specialist

Qualifications

  • APMA™ (Accredited Portfolio Management Advisor™)

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Raegan Hermreck, MBA

Raegan Hermreck, MBA

Financial Planning Assistant

Linzi Peterson

Linzi Peterson

Practice Manager

Kendra Linquist

Kendra Linquist

Administrative Assistant