Northwest Wealth Management, LLC

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.

Michael Storey is a financial advisor at Northwest Wealth Management, LLC with one year of industry experience. He holds a Series 65 designation and previously worked at Northwest Bank, Spencer Golf and Country Club, and Northwestern College. Outside of his advisory role, he serves as an assistant football coach at Western Christian High School. Northwest Wealth Management provides investment management, financial planning, and retirement plan advisory services to a diverse client base, including individuals, trusts, and retirement plans. The firm employs a long-term, buy-and-hold investment approach and utilizes third-party managers, with discretionary assets under management exceeding $865 million as of the end of 2024.

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 nine years of industry experience. She holds a Series 65 designation and has been with the firm since 2015. 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, estates, and retirement plans. The firm follows a long-term, buy-and-hold investment approach and utilizes third-party managers while maintaining relationships with major custodians Charles Schwab and Fidelity.

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.

Jodi Minard is a financial advisor at Northwest Wealth Management, LLC in Spencer, IA, holding a Series 65 designation with one year of industry experience. She has prior experience at Heartland Bank & Trust and Parterre, among other firms, and also operates JPMM, LLC, a residential rental business. Northwest Wealth Management provides investment management, financial planning, and retirement plan advisory services to individual and high-net-worth clients, trusts, estates, and other entities. The firm employs a long-term, buy-and-hold investment approach with ongoing monitoring and periodic reporting, and it is affiliated with Northwest Bank and Northwest Insurance Services.

Alex Johnson is a CFP® professional with 13 years of experience in the financial services industry. He is currently with Northwest Wealth Management, LLC, where he has worked since 2022. His prior roles include positions at Prairie Plans Asset Management, Lpl Financial LLC, and Investment Centers of America, Inc. Northwest Wealth Management, LLC provides investment management, financial planning, and retirement plan advisory services to a diverse client base, including individual and high-net-worth investors, trusts, estates, and retirement plans. The firm employs a long-term, buy-and-hold investment approach with ongoing monitoring and may allocate portfolios to independent third-party managers.

Connie Schmidt is a financial advisor with Northwest Wealth Management, LLC in Sioux City, IA, holding Series 63 and Series 65 licenses and having seven years of industry experience. She has been with Northwest Wealth Management since 2017 and also serves as a private banker and senior vice president at Northwest Bank, working with high-net-worth clients. Northwest Wealth Management provides investment management, financial planning, and retirement plan advisory services to a diverse client base, including individual and high-net-worth investors, trusts, estates, and retirement plans. The firm employs a long-term, buy-and-hold investment approach with ongoing monitoring and periodic reporting, and utilizes both in-house and third-party managers.

Nicole Evans is a Series 65-licensed financial advisor with Northwest Wealth Management, LLC, where she has worked since 2013. She has 12 years of industry experience and also serves as Bank President at Northwest Bank, a position she has held since 2012. In her banking role, she manages retail, mortgage, and commercial banking operations in multiple branches. 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, and retirement plans. The firm employs a long-term, buy-and-hold investment approach with ongoing monitoring and periodic reporting, and it integrates third-party managers and major custodians such as Charles Schwab and Fidelity in its services.

Jason Vande Brake is a financial advisor at Northwest Wealth Management, LLC with 18 years of industry experience. He holds the Series 66 designation and has been with Northwest Wealth Management since 2012. 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 utilizes third-party managers while offering comprehensive wealth management through a multi-advisor team.

Katy Guinn is a financial advisor at Northwest Wealth Management, LLC with eight years of industry experience. She holds a Series 65 designation and has been with Northwest Wealth Management since 2012. 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, estates, and retirement plans. The firm employs a long-term, buy-and-hold investment approach with ongoing monitoring and periodic reporting, and utilizes third-party managers and major custodians such as Charles Schwab and Fidelity.

Zachary Clark is a financial advisor at Northwest Wealth Management, LLC with eight years of industry experience. He holds a Series 65 designation and has worked at Northwest Wealth Management since 2022. Clark also serves as a Treasury Management Specialist and Vice President at Northwest Bank, where he assists businesses with treasury products. 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 follows a long-term, buy-and-hold investment approach and utilizes third-party managers, delivering discretionary wealth management with ongoing monitoring and periodic reporting.

Joni Kellen is a CFP® and Series 66-licensed financial advisor with 10 years of industry experience. She has worked at Northwest Wealth Management, LLC since 2021 and previously spent five years with THRIVENT Financial. Outside of her advisory role, she serves as President and CEO of Kelamity Enterprises, LLC, a consumer products company based in Ames, IA. 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 utilizes third-party managers while maintaining custody relationships with Charles Schwab and Fidelity.

Jeffrey Ploeger is a financial advisor with Northwest Wealth Management, LLC in Spirit Lake, IA, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. He has been with Northwest Wealth Management since 2013. 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, estates, and retirement plans. The firm employs a long-term, buy-and-hold investment approach and utilizes independent third-party managers, with discretionary assets under management exceeding $865 million as of December 2024.

Dean Jacobsen is a CFP® professional with 11 years of experience in financial advising. He has been with Northwest Wealth Management, LLC since 2014 and also holds a long-term position at Northwest Bank, where he serves as Branch President. 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, and other entities. The firm employs a long-term, buy-and-hold strategy and utilizes third-party managers and major custodians to manage over $865 million in discretionary assets.