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

 Tiffany Quasnitschka, Creative Director

Tiffany Quasnitschka, Creative Director