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Our Team

At Itasca Wealth, we take the time to understand what's important to you and deliver comprehensive financial plans that are customized to your unique situation. Our team of experienced financial planners, investment professionals, and analysts will work as your partner in planning your path to financial security by implementing comprehensive strategies to meet your evolving needs and priorities.

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Josh Oertli CFP®, ChFC®, CLU®, RICP®

Partner and Co-Founder

Jarrett P Yehlen CFP®

Partner and Co-Founder

Mark E. Skubic CFP®

Lead Advisor Support Associate

Jack Wagner

Associate Wealth Management Advisor

Courtney Defries

Associate Financial Advisor

Hannah Ziegler

Director of Insurance Operations

Samuel Ludzack

Director of Investments

Kayla VandenBosch

Director of Operations

Paul Speltz

Director of Client Relations

Travis Oertli

Director of Business Development