OUR TEAM
Rob Mendenall, RICP®, serves as the primary advisor for his client relationships. Laurie Stevenson, FPQP®, Director of Client Operations, supports the day-to-day client experience, while the broader Wealthspan Investment Management team provides additional perspective, investment resources, planning support, and continuity when needed.
Wealth Advisor
Investment Adviser Representative | RICP®
Rob has worked in the financial services industry since 2000, helping individuals and families navigate retirement planning, investment management, retirement income, college funding, and other important financial decisions.
Meet Rob
Director of Client Operations
FPQP®
Laurie oversees client operations, coordinating account paperwork, service requests, communications, meetings, and the day-to-day details that help client relationships run smoothly. She also supports the advisory team with financial planning preparation and client service.
Meet Laurie
Co-Founder & Managing Partner
Wealth Advisor | Investment Adviser Representative
Jade is part of Wealthspan's leadership and advisory team and supports clients and advisors with financial planning, investment strategy, portfolio management, and long-term financial decision-making.
Meet Jade
Co-Founder & Managing Partner
Wealth Advisor | Investment Adviser Representative
Jeff is part of Wealthspan's leadership and advisory team and supports clients and advisors with financial planning, investment strategy, portfolio management, and long-term financial decision-making.
Meet JeffHOW THE TEAM WORKS
Rob remains at the center of the client relationship while drawing on the people and resources of Wealthspan when additional perspective or support is helpful.
Rob remains the primary advisor for his client relationships and the person clients turn to for planning conversations and financial decisions.
Wealthspan provides additional investment research, portfolio resources, and perspective that Rob can draw on when serving clients.
Financial planning often involves retirement income, investments, taxes, estate considerations, and family priorities. The broader team can provide additional support when appropriate.
Laurie and the broader Wealthspan organization help support client service, administration, compliance, and continuity behind the advisory relationship.
A conversation is a simple way to discuss your questions, priorities, and whether Wealthspan may be a good fit.