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Our Team

At our firm, we have the client—and only the client—in mind.

“Participating in your financial future is both a great privilege and a responsibility we take very seriously at Feltz WealthPLAN. We listen to you, guide you, and together we’ll be there when you need us…We’re With You.” – Todd Feltz

Advisor Support Teams

Administrative Staff

Bryce Confer-Wood

Client Relations Associate


As Client Relations Associate, Bryce greets all Feltz WealthPLAN visitors with a smile and a bow-tie! Bryce assists in helping and getting to know clients in our office. He provides superior customer service to all that walk into our...

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Client Centered

Client Centered

Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.

Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.