Team Directory
Name | Position | |
Wade Behlen, AIFA® | Director of Retirement Plans/Foundations | wade@feltzwp.com |
Janice Bjornstad | Chief Operating Officer | janiceb@feltzwp.com |
Kaity Brown | Marketing Manager | kaity@feltzwp.com |
Emily Codr, AIF® | Director of Client Services / Retirement Plans / Foundations | emily@feltzwp.com |
Bryce Confer-Wood | Client Relations Associate | bryce@feltzwp.com |
Brady Happe | Intern | brady@feltzwp.com |
Linda Deman | Assistant Investment Officer | ldeman@feltzwp.com |
Lynn Devereaux | Financial Client Services Associate | lynn@feltzwp.com |
Dustin Dorhout | Investment Research Analyst | |
Daniel P. Feltz, CFP®, CFS® | Principal Wealth Advisor | dfeltz@feltzwp.com |
Jenny Feltz | Financial Client Services Associate | jenny@feltzwp.com |
Julie Feltz | Sr. Executive Assistant | julie@feltzwp.com |
Ryan Feltz | Wealth Advisor | rfeltz@feltzwp.com |
Todd Feltz, CFP® | President & Chief Executive Officer | tfeltz@feltzwp.com |
Sally Fredricks | Executive Coordinator | sfredricks@feltzwp.com |
Katie Hill | Director of Supervision | katie@feltzwp.com |
Jack Holmes, CFA® | Chief Investment Officer | jack@feltzwp.com |
Kim Jurgens | Financial Client Services Associate | kim@feltzwp.com |
Kailen Amedo | Accounting Assistant | kailen@feltzwealth.com |
Karen Kennedy | Director of Finance | karen@feltzwp.com |
Zach Lindgren | Director of Information Technology Services | zach@feltzwp.com |
Carey Mallory | Financial Client Services Associate | carey@feltzwp.com |
Chris McMillan | Chief Compliance Officer and Corporate Counsel | chris@feltzwp.com |
Dixie Miller, FPQP™ | Executive Assistant to the President | dixie@feltzwp.com |
Jamie O’Brien | Wealth Advisor | jamie@feltzwp.com |
Brent O’Mara, CFS® | Sr. Wealth Advisor | brent@feltzwp.com |
Kevin O’Mara, CFP® | Wealth Advisor | kevin@feltzwp.com |
Rhonda Paulsen | Team Operations Manager | rhonda@feltzwp.com |
Paul Ronhovde | Director of Business Development | paul@feltzwp.com |
Tad Singer | Sr. Wealth Advisor | tad@feltzwealth.com |
Jennifer Wilbeck | Key Account Coordinator / Retirement Plans / Foundations | jen@feltzwp.com |
Elizabeth Wilder | Technology Coordinator | elizabeth@feltzwp.com |