At Wellspring Advisor Group, we believe you deserve thoughtful, personalized financial guidance. Our experienced financial professionals, intuitive tools and holistic approach can help you manage your lifestyle, investment and protection needs. And our research, knowledge and expertise can provide insight into the nuances of your goals—and how all the pieces fit together.
Whether you need financial advice for a specific situation or you’re looking for comprehensive dedicated planning services, we can help. Our areas of expertise include risk management, retirement planning, investment planning, debt management and estate planning. We also proudly support several local non-profit organizations and encourage you to live generously too.
The Wellspring Advisor Group was founded by Nick Rasmussen and Roger Schlichting and joined together with Todd Readinger who shared a desire to serve clients in a comprehensive manner and develop synergies in strategy. The focus was ensuring a team dynamic to make day-to-day operations more efficient and fun within the team and with our clients. While Roger and Todd have now transitioned into retirement, the Wellspring Advisor Group team continues to carry forward the same passion and emphasis on client service that they created together. The team remains in a position to continue to delight clients.



