“Participating in your financial future is both a great privilege and a responsibility we take very seriously at Feltz WealthPLAN. We listen to you, guide you, and together we’ll be there when you need us…We’re With You.” – Todd Feltz
Partner & Senior Wealth Advisor
Partner & Wealth Advisor
Senior Wealth Advisor
Principal Wealth Advisor
O'Mara Support Team
Ryan Feltz Support Team
Jamie O'Brien Support Team
Dan Feltz Support Team
Tad Singer Support Team
Todd Feltz Support Team
Wealth plan 101 Questionnaire
Client Relations Associate
As Client Relations Associate, Bryce greets all Feltz WealthPLAN visitors with a smile and a bow-tie! Bryce assists in helping and getting to know clients in our office. He provides superior customer service to all that walk into our...
Chief Compliance Officer and Corporate Counsel
Chris McMillan has nearly ten years of financial services regulatory experience working in senior legal and compliance positions. He is a graduate of Creighton University with degrees in Philosophy and Law, specifically Corporate and...
Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.
Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.