Financial Advisor, Accredited Investment Fiduciary® - Valley City, Oakes & LaMoure
As a Financial Advisor, Tom has been providing exceptional financial services to his clients in the surrounding communities of Valley City, Oakes, and LaMoure, North Dakota since 2003. Prior to joining LPL, Tom spent...
Financial Advisor - LaMoure, Edgeley & Oakes
When Carly initially joined Valley Wealth Advisors in 2014, she was hired as the Marketing Director, but soon after, she developed a desire to become an advisor. A year later, in 2015, Carly became a licensed Financial Advisor and...
Financial Advisor - Downtown Fargo
For over two decades, Jim has been helping individuals, small business owners, and families develop comprehensive strategies designed to help preserve their hard-earned assets. He believes that by proactively planning and looking ahead...
Financial Advisor - Jamestown
Erin Lamp is the primary Financial Advisor for our Jamestown office and has been a part of the team since 2019. Erin is passionate about the financial health and well-being of each of her clients and is dedicated to helping you pursue...
Financial Advisor - Fargo
Casey was born and raised in Valley City, ND. He received his securities licenses and is eager to help his clients with their short and long-term financial goals. For over 18 years, Casey has been working in the financial industry. He...
Branch Operations Manager - Valley City
As the Branch Operations Manager, Cheryl is the first person that you will be in contact with when visiting or calling our office. She is responsible for processing your new account paperwork, verifying the accuracy of your purchase...
Branch Operations Manager - Jamestown
Jen joined the team in 2019 and she is the Administrative Assistant to Erin Lamp in our Jamestown office. She is in charge of processing your account paperwork, assisting Erin in answering any questions that you may have, and so much...
Branch Operations Manager - Downtown Fargo
As the Branch Operations Manager for our Downtown Fargo location, Holly assists Jim Bodensteiner with a number of tasks including greeting clients, managing and processing client documents, and more...
Marketing Director - Valley City
As the Marketing Director, Reah puts her creativity to work each day to best serve you. Reah joined the Valley Wealth Advisor team in 2018 and she is responsible for all aspects of marketing, including coordinating and implementing...
Financial Advisor - Valley City & Downtown Fargo
Charlotte Ingstad joined the Valley Wealth Advisors team as a Financial Services Assistant in 2020, with aspirations of becoming a Financial Advisor. Two short years and a pandemic later...
Devon Liljenquist, CPA
Devon has been a Certified Public Accountant since 2017. He has a breadth of experience advising small business on tax and investment strategies. Devon became a real estate agent while he was still in high school and bought his first...
Wealth Manager Assistant
In 2022, Taryn joined Valley Wealth Advisors as a Wealth Manager Assistant in our Downtown Fargo office. Her role is to assist Financial Advisor James Bodensteiner with greeting clients, scheduling review meetings, processing documents...