Amy joined Personal Wealth Partners in 2014. Her industry experience over the past 20 years includes banking, tax, QuickBooks consulting, and financial planning. Amy’s goal is to provide a friendly, accessible, and seamless...

Ben received a degree in finance from Indiana University Fort Wayne. Prior to his role as a financial advisor, Ben accrued experience working within the banking industry. Clients gravitate to Ben because of his unique ability to...

Brad joined Personal Wealth Partners in July of 2015 with 8 years in the financial services industry. His experience includes investment analysis, trading, reporting, and cash management. As Portfolio Manager, Brad is responsible for...

Brian is US Marine Corp, Gulf War Veteran. For his service in Operation Desert Shield/Desert Storm he was awarded with the National Defense Service Medal, Sea service deployment Ribbon and the Southwest Asia Service with Bronze star....

Brian attended college at Ball State University and Indiana University Purdue University Fort Wayne. Brian has been a Financial Advisor since 2007. His favorite part of working with clients is sharing in the joy when families reach...

Daniel E. Steichen is principal and founder of Personal Wealth Partners, LLC. After 17 years with leading financial industry and accounting firms, Dan co-founded Pakola, Steichen & Company, LLP in 1995, continuing to advise high-wealth... 

Karen joined Personal Wealth Partners in 2016 and has over 10 years of experience working in the financial planning industry. Prior to joining PWP, she worked as a Financial Advisor Assistant and was a licensed Investment Advisor...

Prior to joining Personal Wealth Partners, Marchel worked with another LPL Financial office for fourteen years. She greatly values being a a resource to individuals and families as they manage their financial landscape. Marchel finds...

Marie has been an integral part of the Personal Wealth Partners team since 2012. Prior to joining PWP, Marie worked as a payroll specialist for a financing firm run. She is a valued asset in the day-to-day operations of the office...

Sue became part of the Personal Wealth Partners team in 2012. She has 35 years of experience serving the needs of individuals, families and business owners seeking comprehensive financial solutions and personalized asset management...

Taylor joined Personal Wealth Partners in 2021 as a Client Services Associate. She brings with her over 8 years of industry experience in banking and customer service in the River Falls community. Taylor has an outgoing and friendly...

Tom is a dually-registered Advisor at Personal Wealth Partners and Credent Wealth Management, where he also serves as a partner. His main role is as a Lead Advisor with direct responsibility for meeting with clients, managing their...

Prior to joining Personal Wealth Partners, Trevor was in the banking andlogistics industries for several years and served in the Minnesota ArmyNational Guard for 6 years.Trevor spends his free time with family and friends. He enjoys...

Will is a graduate of the University of Saint Francis – Fort Wayne where he was a part of two National Championship football teams. Will appreciates his personal connections with each of his clients and being able to partner with...