Advisers
Jim Wilson
President, CEO, Adviser, CFP®
David Holloway
Adviser, CFP®
Elizabeth Stutzke
Adviser, CFP®
Leadership
Michelle Warner
Chief Operations Officer
Lisa Burke
Chief Compliance Officer
Sarah Dahmen
Office Manager
Client Service Team
Molly Chase
Trading Department Manager
Accredited Investment Fiduciary®
Alyssa Flynn
Portfolio Manager
Jen Isotalo
Administrative Department Manager
Robin Rickey
NCM Meeting/Event Manager
Melissa Opel
Portfolio Administrator
Nichole Miller
Portfolio Administrator
Retirement Plan Service Team
Patrick Morgan
Retirement Plan Representative
Robyn Graham
NCRS Meeting/Event Manager
Mission & Vision
Our mission is to be a guiding light for our clients and community.
Northern Capital Management, Inc.
We work hard to ensure clients have confidence in their financial plans and guidance along the way. Our thoughtful and consistent approach helps provide peace when they think about their future.
Our vision is to profoundly and positively impact the lives of our clients, employees and the community.
Northern Capital Retirement Services, Inc.
By acting as a fiduciary, we provide exceptional consultation and management services to retirement plan sponsors, trustees, and participants. We strive to set the industry standard for transparency, professionalism, depth of knowledge, and excellent service.
Our vision is to profoundly and positively impact the lives of retirement plan participants and their beneficiaries, as well as assisting plan sponsors and trustees in fulfilling their role as fiduciaries.