Team
How We Work
Unlike many other financial advisory companies that mainly focus on investments, we start with a strategy and a plan. It's the framework to help you thrive financially. Then we use a holistic approach to bring together all of main areas of your financial life.
Our passion is to help each one of our clients thrive financially.
Meet Our Team
Find a Financial Professional
- Courtney White
- Kelsey Lindstrom
- Mike Papa
Kelsey Lindstrom
Client Service Manager
Kelsey Lindstrom is the Client Service Manager for Papa Wealth Management, LLC. Kelsey brings over 20 years of administrative experience in Office Management, Human Resources, and Client Servicing. She started working for Mike Papa in...
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Courtney White
Operations Manager
Courtney White, FPQP® With over a decade of experience in operations and client service management, Courtney serves as the operations manager of Papa Wealth Management. As a certified Financial Paraplanner Qualified Professional...
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