Your WellthPartner Team

Patrick Johnson

Founder

Wellth Counselor

Certified Financial Planner ™

Chartered Financial Consultant

Chartered Life Underwriter

Certified Professional Life Coach

Ann-Noel Spencer

Wellth Coordinator

Wellth Counselor Associate

Registered Paraplanner ™

Certified Professional Life Coach

Jeff Loehr

Financial Counselor

MBA, Finance

Chartered Financial Analyst

Health and Wellness Director

Jenny Johnson

Functional Medicine Certified Health Coach Certified Professional Life Coach

Physical Therapist

Medical Counselor

Dr. Randy James

Medical Doctor

Board Certified Functional Medicine

Matt Westenberg

Tax Counselor

Certified Public Accountant

Lauren Rogge

Financial Operations Associate

Dave Geffre

Budget Counselor

Janice Frahm

Financial Operations Manager

Dave Simon

Co-Founder, SRS Capital Advisors Investment Committee Director

MBA, Finance

Finance Certified Financial Planner

Chartered Financial Consultant

Chartered Life Underwriter

Pat South

Co-Founder, SRS Capital Advisors Investment Committee Director

MBA, Finance

Chartered Financial Analyst

Mike Riordan

Co-Founder, SRS Capital Advisors Investment Committee Director

MBA, Finance

Amber Ayers

Health and Wellness Counselor

Melissa Seliquini

Trading and Operations

Britta Hennessy

Medicare Specialist