Meet Your Advisor

“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, President & CEO, WealthPLAN Partners

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Colorado:
Charles E. Prather, IV CFA®, CFP® 8778 Wolff Court
Suite 200
Westminster, CO 80031
720-542-3531
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Nebraska:
Feltz WealthPLAN – Omaha 101 South 108th Ave, 2nd Floor
Omaha, NE 68154
402.691.0200
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Fred W. Schellpeper, Jr. – Norfolk Sundance Investments
100 N. 34th Street, Suite F
Norfolk, NE 68701
402-371-4262
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New Jersey:
Richard J. Holle, Jr. – Bayonne 140-A LeFante Way
South Cove Commons
Bayonne, NJ 07002
888-707-3847
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Gregory Nardolillo – Morristown 130 Washington Street
Morristown, NJ 07960
973-867-1835
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North Carolina:
Paul J Pittman, CFP® – The Preferred Client Group 155 Parkway Office Court
Suite 200
Cary, NC 27518
919-459-4171
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Timothy A. Russ, AAMS – The Preferred Client Group 155 Parkway Office Court
Suite 200
Cary, NC 27518
919-459-3173
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John Carson – The Preferred Client Group 155 Parkway Office Court
Suite 200
Cary, NC 27518
919-459-4172
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Rafe J. Aiello – The Preferred Client Group 208 Mainsail Drive
Cary, NC, 27511
919-449-7474
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