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Your WellthPartner Team

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Patrick Johnson

Founder

Wellth Counselor

Certified Financial Planner ™

Chartered Financial Consultant

Chartered Life Underwriter

Certified Professional Life Coach

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Ann-Noel Spencer

Wellth Coordinator

Financial Planning Associate

Registered Paraplanner ™

Certified Professional Life Coach

Medicare Specialist

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Wealth Counselor

Jeff Loehr

MBA, Finance

Chartered Financial Analyst

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Health and Wellness Director

Jenny Johnson

Functional Medicine Certified Health Coach Certified Professional Life Coach

Physical Therapist

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Medical Counselor

Dr. Randy James

Medical Doctor

Board Certified Functional Medicine

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Matt Westenberg

Tax Counselor

Certified Public Accountant

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Dave Geffre

Budget Counselor

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Janice Frahm

Financial Operations Manager

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Dave Simon

Co-Founder, SRS Capital Advisors Investment Committee Director

MBA, Finance

Finance Certified Financial Planner

Chartered Financial Consultant

Chartered Life Underwriter

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Pat South

Co-Founder, SRS Capital Advisors Investment Committee Director

MBA, Finance

Chartered Financial Analyst

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Mike Riordan

Co-Founder, SRS Capital Advisors Investment Committee Director

MBA, Finance

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 Amber Ayers

Health and Wellness Counselor

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Melissa Seliquini

Trading and Operations

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