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Meet our Retirement Plans/Foundations Experts

“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

Wade Behlen, AIFA®, Managing Director, Retirement Plans/Foundations
     Named 2015, 2018, & 2019 Financial Times ‘Top 401 Retirement Plan Advisors' list

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

Emily Codr, AIF®, Director of Client Services / Retirement Plans / Foundations

Linda Deman, Assistant Investment Officer 

Jamie O’€™Brien, Wealth Advisor

Jennifer Wilbeck, Key Account Coordinator / Retirement Plans / Foundations