Here to Light the Way

From the very beginning we’ve been focused on providing the best advice for our clients that is always in their best interest. Unlike a brokerage model, there’s no incentive for us to advise any financial moves that won’t help you.

 
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Advisers

 

Jim Wilson
President, CEO, Adviser, CFP®

David Holloway
Adviser, CFP®

Elizabeth Stutzke
Junior Adviser



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.