Partridge Financial
Let us help you
plan for the future
Partridge Financial began in 2007 to provide quality service and dynamic ideas to the people of South Dakota. Our foundation remains the same to this day.
Meet the Team
Our Team

Jeff Partridge
Jeff founded Partridge Financial in 2007 after a career at some of Rapid City's largest investment firms. His goal as a business owner is to provide clients with an array of independent financial strategies.
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Nate Schneider
Nate earned a BS in Economics from South Dakota State University. His background in insurance gives him a natural focus on risk management. He and his wife Maggie live in Spearfish.
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Kristen Gullickson, CFP®
Kristen grew up in Spearfish and earned her CFP® designation in 2017. She returned to the Black Hills after working in Denver and is passionate about helping people plan for what matters most.
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What Our Clients Have To Say
“We value the attention and expertise that Jeff and Nate place into our comprehensive financial plan and our daughter's long-term plan. Expectations are blended into goals and a plan is initiated and actively managed.”
This statement is a testimonial by a client of the financial professional as of 03/18/2025. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial. These views may not be representative of the views of other clients and are not indicative of future performance or success.
Our Services
Our Priority
At Partridge Financial, we’re here to help you care for what matters most. We take the time to understand your unique situation, goals, and comfort with risk, then develop a financial plan aligned with your priorities. Our long-term relationships are built on transparency, open communication, and honest advice. We look forward to meeting you and learning how we can help.

Retirement Planning
Preserve Your Future with Smart Retirement Strategies
Do I have enough money to retire?
Investment Planning
Navigate the Markets with Confidence and Clarity
Is your portfolio built for the market ahead?
Estate Planning Strategies
Preserve Your Legacy and Strive to Ensure Confidence
What’s the difference between a will and a trust?
Insurance Planning
Preserve Your Financial Future and Confidence
How much life insurance is enough?
Tax Planning Strategies
Navigating Your Financial Future with Smart Tax Strategies
When should I take my Social Security?Why work with us?
Personalized Service
We take the time to understand your unique financial situation and provide personalized advice and solutions tailored to your goals.
Community
We believe financial success strengthens communities. Through thoughtful planning, philanthropy, and meaningful involvement, our team helps clients build lasting legacies that benefit their families and the communities they call home.
Expertise
Our team of financial advisors and tax professionals has extensive experience in retirement planning and can provide you with the most up-to-date and effective strategies. Start your financial journey with a plan.
Independent
Work with a truly independent financial advisor who is free from pressure by large investment firms or big banks.

