Our Qualifications
Cetera Wealth Partners offers clients an impressive depth of experience in investment planning, insurance, and estate planning.
Melonie J. Beeler
Investment Advisor Representative / Agent
Melonie is Series 7, Series 63 and Series 66 registered in 17 states. She has been licensed for 19 years including Life and Health, and Property Casualty. She focuses on group and individual retirement planning, financial planning and estate strategies.
melonie.beeler@ceterawealth.com
In 2020 she was honored with the prestigious President's Club Award* from Voya Financial Advisors.
Melonie served as the President of the following organizations: Dawson College Foundation, Glendive Medical Center, Montana Healthcare Trustee Association, Glendive Lions Club, and the Eastern Montana Relay for Life.
Melonie is dedicated to developing lasting relationships with all her clients. She believes in helping each person become confident in assessing his or her financial goals and participating in the financial management process.
James Culver**
Agent
Owner of Culver Insurance Agency** for 41 years. He specializes in group and individual life, health, disability, long term care planning and estate strategies.
Dillon Beeler
Agent
Dillon focus is with group and individual life, health, disability, long term care planning and estate strategies.
Does not offer securities at Cetera Advisor Networks LLC.
dillon.beeler@ceterawealth.com
Patty Winchell
Customer Service Representative
pattywinchell@ceterawealth.com
*VFA President Club's Award acknowledges the top Voya Financial Advisors Registered Representatives and is determined by sales and production credits.
**James Culver is not affiliated or registered with Cetera Advisor Networks LLC. Any information provided by James Culver is no way related to Cetera Advisor Networks LLC or its registered representatives.