Advisers
Jim Wilson
Managing Partner, Adviser,
CFP® professional
Elizabeth Hail
Adviser
CFP® professional
David Holloway
Adviser
CFP® professional
Molly Chase
Adviser
CFP® professional
Trading Department Manager
Leadership
Michelle Warner
Chief Executive Officer
Chief Compliance Officer
Jen Isotalo
Chief Operations Officer
Administrative Department Manager
Portfolio Administrator Clients with last names A-J
Laurie Silva
Compliance Officer
Accredited Investment Fiduciary®
Client Service Team
Robyn Graham
Portfolio Administrator
Clients with last names K-Z
Logan Jones
Portfolio Manager
Clients with last names A-J
Liam Gamble
Portfolio Manager
Clients with last names K-Z
Robin Rickey
NCM Meeting/Event Manager
Retirement Plan Service Team
Mike Stutzke
NCRS Department Manager
Dena Gardner Hertel
Retirement Plan Associate
Additional Team Members
Sharon Carter
Bookkeeper & HR Coordinator
Mission & Vision
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.
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.
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.