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.

Wendy Stenberg is a CFP® professional at Northwest Wealth Management, LLC with over 12 years of experience in the financial services industry. Her prior roles include positions at Gilbert & Cook, Inc. and U.S. Bancorp Investments, Inc. She holds Series 63, 65, and 66 licenses. Northwest Wealth Management, LLC serves individual investors, high-net-worth clients, retirement plans, and trusts by providing financial planning, discretionary portfolio management, and retirement-plan advisory services. The firm generally employs a long-term buy-and-hold investment approach with regular monitoring and opportunistic rebalancing, often utilizing independent third-party managers and third-party platforms for tax-efficient asset management.

Michael Storey is a financial advisor at Northwest Wealth Management, LLC with two years of industry experience. He holds the Series 65 designation and previously worked at Northwest Bank for four years and Spencer Golf and Country Club for four years. Storey is also an assistant football coach at Western Christian High School. Northwest Wealth Management serves 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 strategy with regular monitoring and opportunistic rebalancing, often utilizing independent third-party managers and third-party platforms for tax-efficient asset location.

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® with five years of industry experience, currently serving as a financial advisor at Northwest Wealth Management, LLC. His prior work includes a position at Intelligent Turf and Greens. Northwest Wealth Management serves individual investors, high-net-worth clients, retirement plans, trusts, and other entities, offering financial planning and discretionary portfolio management with a long-term buy-and-hold investment approach.

Jodi Minard is a financial advisor with Northwest Wealth Management, LLC and holds a Series 65 designation. She has one year of industry experience, including roles at Northwest Bank and Heartland Bank & Trust. Outside of her advisory work, Jodi is involved with JPMM, LLC, a residential rental business she has managed since 2010. Northwest Wealth Management serves a diverse client base, offering financial planning, discretionary portfolio management, and retirement-plan advisory services. The firm manages over $1 billion in assets and employs a long-term, buy-and-hold investment strategy complemented by regular monitoring and opportunistic rebalancing.

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, holding Series 63 and Series 65 licenses and eight years of industry experience. She has worked at Northwest Wealth Management since 2017 and concurrently serves as a private banker at Northwest Bank, focusing on high-net-worth clients. Northwest Wealth Management serves individual investors, high-net-worth clients, retirement plans, trusts, and other entities, offering financial planning, discretionary portfolio management, and retirement-plan advisory services with a long-term buy-and-hold investment approach.

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 with Northwest Wealth Management, LLC, holding a Series 66 designation and 19 years of industry experience. He has been with Northwest Wealth Management since 2012. Northwest Wealth Management serves a diverse client base, including individual investors, high-net-worth clients, retirement plans, trusts, and other entities, providing financial planning, discretionary portfolio management, and retirement-plan advisory services. The firm manages over $1 billion on a discretionary basis and employs a long-term buy-and-hold strategy with regular monitoring and opportunistic rebalancing.

Katy Guinn 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 Northwest Wealth Management since 2016. Northwest Wealth Management serves a diverse client base including individuals, high-net-worth clients, retirement plans, and trusts, offering financial planning, discretionary portfolio management, and retirement-plan advisory services. The firm manages approximately $1.03 billion on a discretionary basis and employs a long-term buy-and-hold approach combined with regular monitoring and opportunistic rebalancing.

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.