We do what we love — help you. We’ve assembled a team of knowledgeable experts to teach, guide, and empower you to help you find your own financial success.
Jared F. Thompson
Founder and President
Jared owns and runs Wealth Partners. With over twenty years of experience in the financial industry he believes that learning is imperative to understanding and that understanding and application equals success — especially for your finances. His unique approach to the industry includes getting to know you first and equipping you with the right knowledge, strategies, and tools to make you feel confident in your financial decisions.
Jared’s ability to teach doesn’t stop in the office. He and his wife Allison spend time with their five children, growing and gaining life experiences together through activities like traveling and enjoying the arts.
“Be prepared, determined, and persistent — and success will follow.”
A good guide is always prepared, and Nick is no exception, especially when it comes to your finances. With both Series 7 and 66 registration, a life/health license, and a decade of financial advising experience including Morgan Stanley in Chicago, Nick places his clients first in everything he does. By getting to know your values and financial goals he’s able to create a financial plan and offer advice and recommendations that will always leave you feeling confident you’ve made the right financial decision.
Nick’s guiding abilities carry over into his personal life, where he enjoys hunting, foraging, and growing everything he needs to prepare you an amazing meal.
“Whether you think you can or think you can’t — you’re right.”
Natalie N. Nowak
Natalie can do it all. From ensuring your questions are answered and your needs are addressed (no matter how big or how small), to making sure our Wealth Partner’s team is running efficiently and has everything they need to help guide you to financial success. With more than a decade in the industry and her Fellow, Life Management Institute (FLMI) designation, she’s well-versed in what it takes to help you.
Which incidentally, Natalie takes outside of the office too. From helping little plants grow in her garden, to helping non profits for causes she believes in.
“First things first,
second things never.”
Risk Management Specialist
Lisa helps to protect the things that matter most to you — like you, your family, and your income — from the unexpected things that can happen in life. Lisa is a CERTIFIED FINANCIAL PLANNER™ practitioner, and has Series 6, 7, 63, 65 registrations; along with: Life, Health, Property, and Casualty insurance licenses — all so that she can place your fears and concerns first when it comes to choosing the right insurance for you.
As a bird-watcher extraordinaire, Lisa loves that every bird is unique — something she also values about everyone that walks through our doors, allowing her to never fit you into a one-size fits all solution.
“Less is more.”
Steven D. Lamb
Investment Management Specialist
With more than ten years in the business, Steven knows how complicated the world of financial services can be — that’s why he works hard to simplify things for you — like helping prepare our financial guides for meetings, analyzing your portfolio, completing investment transactions, and creating market commentaries. Steven holds both Series 7 and 63 registrations.
And a license for adventure. Steven likes taking international trips off the beaten path, especially when he can take his mountain bike along. But never fear, he appreciates the steady course a well-crafted financial plan provides our clients.
“Always go the extra mile.”
Investment Management Associate
Think of Matt as your investment concierge. From helping complete and process paperwork, researching data, and managing investment contributions and trades — Matt works alongside our Investment Management Specialist to assist with every detail of your investments, making sure you always feel confident in every financial decision you make.
Matt likes rolling up his sleeves and getting his hands dirty with DIY projects, volunteering for Habitat for Humanity, and using his Series 7 registration to make sure he’s working hard to help build your investments.
“Rise by lifting others.”
Client Support Specialist
Amy thrives on helping others and truly wants you to feel better when you walk out our door, than when you walked in. Greeting and responding to your phone calls and emails, coordinating schedules, arranging meetings, and supporting the Wealth Partner’s team, all while making sure our clients are happy and guests feel welcome, makes Amy’s heart sing. She may be a newcomer to the financial industry, but Amy brings a wealth of experience in ensuring people’s needs are met by many of the educational and customer service roles she has held in the past.
And as an avid reader, Amy loves a good story. She looks forward to hearing yours the next time you walk through our door.
Our partners at The VanderBloemen Group / The Hietpas Group
Our new CPA partner is here to more fully assist each and every one of you: working alongside us, your Financial Guides, to craft helpful tax strategies, provide valuable insight into the ever-changing tax world, and even to help prepare and file your taxes, should you choose.
“Listen with the intent to understand.”
CPA - Partner, The VanderBloemen Group / The Hietpas Group
John has more than 18 years of experience in public accounting, helping clients navigate the complex world of IRS audits, tax planning, compliance, and compilations. And eight years prior to that as a CFO/controller, managing all financial aspects of multiple companies. Through his 26 years of experience, he’s come to appreciate the benefits comprehensive planning can provide. He knows that successful planning begins with one powerful tool: listening. Listening intently allows him to help teach and empower you by carefully addressing your questions and providing you with expert tax strategies and solutions that best fit your needs.
When John’s not listening and attending to client’s needs, he enjoys spending time with his wife and three children — camping or traveling to warmer weather locations.
“Collaboration is multiplication.”
CPA - Partner, The VanderBloemen Group / The Hietpas Group
With more than 17 years in the industry, both in public accounting and as a controller at a privately-held firm, Jon has confirmed that collaboration is key to financial success. Whether it’s managing audits and reviews, consulting on tax reporting and compliance issues, or preparing litigation support, the result is always greater with the help of a strong team. Jon sees the partnership between Wealth Partners and The VanderBloemen Group / The Hietpas Group as the ultimate in collaboration. A solid, consistent team of experts who will approach your finances from all angles to provide you the best advice and help give you the confidence you need to make the right financial decisions.
Jon takes collaboration quite seriously, even at home — where he and his wife are working together to raise five children.
“Serve others the way you expect to be served.”
CPA - Senior Tax Manager, The VanderBloemen Group / The Hietpas Group
After 30 years in the industry — the majority of which have been in public accounting — Judy is more than a certified public accountant, she’s a passionate client advocate. Whether she’s reviewing or presenting returns on behalf of individuals and businesses or researching tax code to develop strategies for unique and complex situations, she brings an unrivaled knowledge and desire to serve clients in the same way she would expect to be treated. She looks beyond the standard answers to find options that not only meet clients’ needs, but exceed their expectations.
Forward progress is a mainstay for Judy in both work and play – from actively pursuing solutions that are in a client’s best interest to training for half marathons and 5Ks.