Meet The Team

Josh Strittmatter, CFP® CRC®, CEO, Personal Wealth Manager

Josh Strittmatter, CFP® CRC®, CEO, Personal Wealth Manager

Jessica Fox, Business Development Manager

Jessica Fox, Business Development Manager

Jill Lee, Operations Manager

Jill Lee, Operations Manager

Kelly Buchfink, Branch Manager & Financial Advisor

Kelly Buchfink, Branch Manager & Financial Advisor

Charity Ramsey, Financial Planning Assistant

Charity Ramsey, Financial Planning Assistant