Team Members
Lori Ellingson, CRPC®
503-477-9060
Before serving as a financial professional, Lori Ellingson remembers her life over twenty years ago as one filled with frustrations over her lack of financial control and independence. It was until after she obtained a personal finance...
Kevin Gotto
President - Partners Advantage-Midwest, LLC
712-224-2957
Kevin provides compliance, supervisory, marketing and sales support. Kevin has been my Office of Supervisory Juristiction (OSJ) since 2009 and able to assist you.Kevin Gotto is an OSJ Branch Manager offering securities and...
Dena Heitman
Executive Assistant
712-255-3323
Dena will take prompt care of your requests, concerns and issues. She is your personal assistant that oversees the day-to-day adminstration of your accounts. Call Dena if you have a question about a statement or other...