Broker Check

Meet Your Team










Tom Glandt, AIF®

Financial Advisor, Accredited Investment Fiduciary® - Valley City, Oakes & LaMoure

701-845-4623

701-845-0781

[email protected]

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...

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Carly Rott

Financial Advisor - LaMoure, Edgeley & Oakes

701-883-4215

701-883-5177

[email protected]

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...

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James Bodensteiner

Financial Advisor - Downtown Fargo

701-532-0460

701-552-1534

[email protected]

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...

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Erin Lamp

Financial Advisor - Jamestown

701-251-2065

701-952-6604

[email protected]

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...

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Casey Stowman

Financial Advisor - Fargo

701-446-6313

701-845-0781

[email protected]

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...

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Cheryl Storhoff

Branch Operations Manager - Valley City

701-845-4623

701-845-0781

[email protected]

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...

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Jen Van Berkom

Branch Operations Manager - Jamestown

701-251-2065

701-952-6604

[email protected]

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...

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Holly Shepard

Branch Operations Manager - Downtown Fargo

701-532-0460

701-552-1534

[email protected]

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...

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Charlotte Ingstad

Financial Advisor - Valley City & Downtown Fargo

701-845-4623

701-845-0781

[email protected]

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...

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Devon Liljenquist, CPA

*Strategic Partner

(701)845-4623

(701)845-0781

[email protected]

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...

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Shelby Ringsaker

Branch Operations Manager - LaMoure

(701)883-4215

(701)883-5177

[email protected]

In the beginning of 2024, Shelby joined the team as the Branch Operations Manager for our LaMoure office. She is the first point of contact for clients working with Advisor Carly Rott and is responsible for processing account paperwork...
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Taryn Dieterle

Branch Operations Manager

(701)532-0460

(701)552-1534

[email protected]

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...

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