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Team Directory

NamePositionE-mail
Sydni BechlerAccounting Specialist[email protected]
Wade Behlen, AIFA®Director of Retirement Plans/Foundations[email protected]
Janice BjornstadChief Operating Officer[email protected]
Emily CodrKey Account Executive /
Retirement Plans / Foundations      
[email protected]
Linda DemanAssistant Investment Officer[email protected]
Lynn DevereauxFinancial Client Services Associate[email protected]
Daniel P. Feltz, CFP®, CFS®  Principal Wealth Advisor[email protected]
Jenny FeltzFinancial Client Services Associate[email protected]
Julie FeltzSr. Executive Assistant[email protected]
Ryan FeltzWealth Advisor[email protected]
Todd Feltz, CFP®President & Chief Executive Officer[email protected]
Sally FredricksExecutive Coordinator[email protected]
Katie HillDirector of Supervision[email protected]
Jack Holmes, CFA®Chief Investment Officer[email protected]
Lesley JenkinsFinancial Client Services Associate[email protected]
Karen KennedyDirector of Finance[email protected]
Zach LindgrenDirector of Information Technology Services[email protected]
Carey MalloryFinancial Client Services Associate[email protected]
Chris McMillanChief Compliance Officer and Corporate Counsel[email protected]
Matthew MellemaTechnology Support Specialist[email protected]
Dixie Miller, FPQP™Executive Assistant to the President[email protected]
Jamie O’BrienWealth Advisor[email protected]
Brent O’Mara, CFS®Sr. Wealth Advisor[email protected]
Kevin O’MaraWealth Advisor[email protected]
Rhonda PaulsenTeam Operations Manager[email protected]
Cody RawleyClient Relations Associate[email protected]
Paul RonhovdeDirector of Business Development[email protected]
Jennifer WilbeckKey Account Coordinator / Retirement Plans / Foundations [email protected]
Elizabeth WilderTechnology Coordinator[email protected]