WELLTHPARTNER
Home
About
Offerings
Testimonials
Your Team
Charity Partners
OCB
Contact Us
More
Patrick Johnson
Founder
Wellth Counselor
Certified Financial Planner ™
Chartered Financial Consultant
Chartered Life Underwriter
Certified Professional Life Coach
Ann-Noel Spencer
Wellth Coordinator
Financial Planning Associate
Registered Paraplanner ™
Medicare Specialist
Wealth Counselor
Jeff Loehr
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
Dave Geffre
Budget Counselor
Janice Frahm
Financial Operations Manager
Dave Simon
Co-Founder, SRS Capital Advisors Investment Committee Director
Finance Certified Financial Planner
Pat South
Mike Riordan
Amber Ayers
Health and Wellness Counselor
Melissa Seliquini
Trading and Operations