Broker Check

Meet Our Advisors

“Participating in your financial future is both a great privilege and a responsibility we take very seriously at WealthPLAN Partners. We listen to you, guide you, and together we’ll be there when you need us…We’re With You.” – Todd Feltz

We are:

Todd Feltz, CFP® President & Chief Executive Officer

Dan Feltz, CFP®, CFS®, Principal Wealth Advisor

Brent O’Mara, CFS®, Sr. Wealth Advisor

Ryan Feltz, Wealth Advisor

Jamie O’Brien, Wealth Advisor

Kevin O’Mara, CFP®, Wealth Advisor

Wade Behlen, AIFA®, Director of Retirement Plans/Foundations

Tad Singer, Sr. Wealth Advisor