Team Directory
| Name | Position | |
| Sydni Bechler | Accounting Specialist | sydni@feltzwp.com |
| Wade Behlen, AIFA® | Director of Retirement Plans/Foundations | wade@feltzwp.com |
| Janice Bjornstad | Chief Operating Officer | janiceb@feltzwp.com |
| Emily Codr, AIF® | Director of Client Services / Retirement Plans / Foundations | emily@feltzwp.com |
| Linda Deman | Assistant Investment Officer | ldeman@feltzwp.com |
| Lynn Devereaux | Financial Client Services Associate | lynn@feltzwp.com |
| 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 |
| Lesley Jenkins | Financial Client Services Associate | lesley@feltzwp.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 |
| Jennifer Wilbeck | Key Account Coordinator / Retirement Plans / Foundations | jen@feltzwp.com |
| Elizabeth Wilder | Technology Coordinator | elizabeth@feltzwp.com |