Jim Wilson, CFP®
Managing Partner, Financial Advisor
David Holloway, CFP®, AIF®
Financial Advisor
Elizabeth Hail, CFP®, CIMA®, AIF®
Financial Advisor
Molly Chase, CFP®, AIF®
Financial Advisor
Emily Paukert, CFP®, CPA
Financial Advisor
Logan Jones
Financial Planning Specialist
Michelle Warner
Chief Executive Officer
Matthew Porras
Portfolio Manager
Mike Stutzke, AIF®
NCRS Department Manager
Robin Rickey
NCM Meeting/Event Manager
Jen Isotalo
Chief Operations Officer
Robyn Graham
Senior Portfolio Administrator
Ethyn Killinger
Retirement Plan Representative
Sharon Carter
HR Coordinator
Laurie Silva, AIF®
Chief Compliance Officer
Theresa Johnson
Portfolio Administrator
Dena Gardner Hertel
Retirement Plan Associate
Mission and Vision Statements
Our mission is to be a guiding light for our clients and serve as a financial steward with a passion and discipline to protect the long-term interests of our clients.
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 and employees.
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.