Meet The Team

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

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

Charity Ramsey, Financial Planning Assistant

Charity Ramsey, Financial Planning Assistant

 
Kelly Buchfink, Branch Manager & Financial Advisor

Kelly Buchfink, Branch Manager & Financial Advisor

Jill Lee, Operations Manager

Jill Lee, Operations Manager

Jessica Fox, Business Development Manager

Jessica Fox, Business Development Manager

 

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