Team Directory
| Name | Position | |
| Sydni Bechler | Accounting Specialist | [email protected] |
| Wade Behlen, AIFA® | Director of Retirement Plans/Foundations | [email protected] |
| Janice Bjornstad | Chief Operating Officer | [email protected] |
| Emily Codr | Director of Client Services / Retirement Plans / Foundations | [email protected] |
| Linda Deman | Assistant Investment Officer | [email protected] |
| Lynn Devereaux | Financial Client Services Associate | [email protected] |
| Daniel P. Feltz, CFP®, CFS® | Principal Wealth Advisor | [email protected] |
| Jenny Feltz | Financial Client Services Associate | [email protected] |
| Julie Feltz | Sr. Executive Assistant | [email protected] |
| Ryan Feltz | Wealth Advisor | [email protected] |
| Todd Feltz, CFP® | President & Chief Executive Officer | [email protected] |
| Sally Fredricks | Executive Coordinator | [email protected] |
| Katie Hill | Director of Supervision | [email protected] |
| Jack Holmes, CFA® | Chief Investment Officer | [email protected] |
| Lesley Jenkins | Financial Client Services Associate | [email protected] |
| Karen Kennedy | Director of Finance | [email protected] |
| Zach Lindgren | Director of Information Technology Services | [email protected] |
| Carey Mallory | Financial Client Services Associate | [email protected] |
| Chris McMillan | Chief Compliance Officer and Corporate Counsel | [email protected] |
| Dixie Miller, FPQP™ | Executive Assistant to the President | [email protected] |
| Jamie O’Brien | Wealth Advisor | [email protected] |
| Brent O’Mara, CFS® | Sr. Wealth Advisor | [email protected] |
| Kevin O’Mara | Wealth Advisor | [email protected] |
| Rhonda Paulsen | Team Operations Manager | [email protected] |
| Paul Ronhovde | Director of Business Development | [email protected] |
| Jennifer Wilbeck | Key Account Coordinator / Retirement Plans / Foundations | [email protected] |
| Elizabeth Wilder | Technology Coordinator | [email protected] |