Isaac Heard

Lance Evans is a financial advisor at Northwest Wealth Management, LLC in Spirit Lake, IA, with 19 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Northwest Wealth Management since 2011. Outside of his advisory role, he is a 20% owner of HAMP-HIZZY LLC, a non-investment related business. Northwest Wealth Management, LLC provides investment management, financial planning, and retirement plan advisory services to a diverse client base, including individuals, high-net-worth investors, trusts, estates, and retirement plans. The firm employs a long-term, buy-and-hold investment approach and may utilize independent third-party managers as part of its portfolio management.

Wendy Stenberg is a CFP® professional at Northwest Wealth Management, LLC with over 11 years of experience in the financial services industry. Her prior roles include positions at Gilbert & Cook, Inc., U.S. Bancorp Investments, Inc., and U.S. Bank. Northwest Wealth Management serves a diverse client base, including individual investors, high-net-worth clients, retirement plans, and trusts, providing financial planning, discretionary portfolio management, and retirement-plan advisory services. The firm manages over $1 billion in discretionary assets and employs a long-term, buy-and-hold investment approach with regular monitoring and opportunistic rebalancing.

Michael Storey is a financial advisor at Northwest Wealth Management, LLC with one year of industry experience. He holds a Series 65 credential and previously worked at Northwest Bank and Spencer Golf and Country Club. Outside of his advisory role, he serves as an assistant football coach at Western Christian High School during the football season. Northwest Wealth Management serves individual investors, high-net-worth clients, retirement plans, trusts, and other entities with financial planning, discretionary portfolio management, and retirement-plan advisory services. The firm employs a long-term buy-and-hold approach combined with regular monitoring and opportunistic rebalancing, and it utilizes independent third-party managers and a third-party platform to manage assets tax-efficiently.

Danielle Brink is a Series 65-licensed financial advisor with Northwest Wealth Management, LLC, where she has worked for 11 years. She also holds a management role at Northwest Bank, serving as a retail manager and assistant vice president since 2008. Northwest Wealth Management provides investment management, financial planning, and retirement plan advisory services to a diverse client base, including individuals, high-net-worth investors, trusts, and retirement plans. The firm employs a long-term, buy-and-hold investment approach and offers access to independent third-party managers while maintaining affiliations with Northwest Bank and Northwest Insurance Services.

Rebecca Mcginnis is a financial advisor at Northwest Wealth Management, LLC with 10 years of industry experience. She holds a Series 65 designation and has been with Northwest Wealth Management since 2015. Northwest Wealth Management serves a broad client base including individual investors, high-net-worth clients, retirement plans, trusts, and other entities, offering financial planning, discretionary portfolio management, and retirement-plan advisory services. The firm employs a long-term buy-and-hold investment approach with regular monitoring and opportunistic rebalancing, often utilizing independent third-party managers and tax-efficient asset location strategies.

Bryson Duncan is a CFP® and holds a Series 65 license with four years of industry experience. He is currently with Northwest Wealth Management, LLC, where he has worked since 2021. Prior to his advisory role, he was employed at Intelligent Turf and Greens for one year. Northwest Wealth Management, LLC offers investment management, financial planning, and retirement plan advisory services to a diverse client base, including individuals, high-net-worth investors, trusts, estates, and retirement plans. The firm emphasizes a long-term, buy-and-hold investment approach combined with ongoing monitoring and periodic reporting, and it utilizes third-party managers and major custodians such as Charles Schwab and Fidelity.