FOCUS WEALTH - Key Persons
Job Titles:
- Assistant
- Registered Sales Assistant
Anna Novak is a LPL Registered Sales Assistant with Focus Wealth. She has over 15 years of experience in the securities and insurance industry, and has been with the office all of those years.
Anna's holds the Series 7 and 63 securities registrations through LPL Financial. She also holds life and health in addition to property and casualty insurance licenses. Anna received her Communications B.A. with an emphasis in Public Relations from the University of Mary in Bismarck. Her primary office duties include scheduling appointments, organizing the office's marketing tasks, paperwork and meeting with clients.
Anna works out of our Beulah, ND office. She and her husband Loren reside in Hazen, ND. They have 4 children: Adam, 14; Judah, 12, Simon, 9; and Gabriel, 6. When she isn't working, she spends time exercising or getting fresh air with her kids. Anna is also active in her church and enjoys spending time with her friends and family.
Job Titles:
- Representative With NewEdge Advisors
- Wealth Manager
James Fettig is an Investment Advisor Representative with NewEdge Advisors, LLC. He has been working at this office for the past 15 years and has been in the financial services industry for over 20 years.
James' securities registrations include Series 7, 63, held through LPL Financial, and 65 registration, held through NewEdge Advisors, LLC. He also holds Life, Annuity, Accident and Health Insurance licenses. He attended the University of Mary in Bismarck, where he earned his Bachelor of Science degree in Business Administration with a concentration in Finance.
He has spent his entire career devoted to providing his clients with comprehensive financial plans. He believes in looking at the full picture and bearing in mind tax-reduction strategies, estate planning, wealth management and charitable-giving concerns when coming up with a plan to manage investments. James invests time into getting to know you, your financial situation and goals before giving any financial advice.
James and his wife Lindsey make their home in Bismarck with their 4 children: Hunter, 13; Kade, 11; Kellen, 8; and Evan, 6. He spends his time outside of the office with friends and family and he enjoys golfing, fishing and camping. James can usually be found at his children's extracurricular activities when he's not in the office, either coaching or cheering from the sidelines.
Lisa Boehm is an assistant with Focus Wealth. Prior to working in our office, she worked for Investment Centers of American until the end of 2017. She has over 26 years of experience in the financial services industry.
Lisa wears many hats in the office and is always willing to help where needed. Her primary duties include preparing client reports, generating paperwork and assisting clients with any questions they may have.
Lisa and her husband Scott reside in Bismarck and have two grown children - Kennedie and Keaton. They have three grand dogs named Corduroy, Biscuit and Oscar. She enjoys time spent with friends and family, reading, traveling and weekends at their cabin on Lake Tschida.
Job Titles:
- Representative With NewEdge Advisors
- Wealth Manager
Nate Natwick is an Investment Advisor Representative with NewEdge Advisors, LLC. He has been a partner in the office for over five years. Prior to working at Focus Wealth, he worked at Investment Centers of America in various roles for 12 years, ending his time there as the Assistant Vice President of the Financial Solutions Team.
His securities registrations include the Series 7, held through LPL Financial, and the Series 66, held through NewEdge Advisors, LLC. He also holds life and annuity as well as accident and health insurance licenses. Nate earned a Bachelor of Science degree in Business Administration from the University of Mary in Bismarck.
Nate is committed to helping people work toward their financial goals, whether it's saving for college, retirement or something in between. He works to build customized, full financial plans for each client and he meets with them regularly to review investment performance. Regular meetings are also important to reaffirm personal and investment goals.
Nate and his wife Kristin reside in Bismarck and have one child, Hudson, 6. Outside of the office, Nate enjoys spending time with family and friends, golfing, and traveling. He also is an avid Duke Blue Devil's fan and can be counted on to be watching most every game of the college men's basketball season.
Tina Pritchett is an assistant in our office. She has been with us for 24 years and has over 26 years of experience in the securities and insurance industry.
In addition to life and health insurance licenses, Tina also holds property and casualty insurance licenses. She has experience in almost every area of our office and is a wealth of knowledge. Her primary duties include paperwork, account distributions and answering client questions.
Tina lives in Mandan. She has three children: Keaton, 22; Kelbi, 18; and Kinsley, 15. Tina comes from a large, extended family and enjoys spending time with them in addition to her many friends when she's not in the office.