Client Strategies Team
The Client Strategies Team is a resource to help support you in your wealth planning goals, developing a strong understanding of your personal financial objectives, gathering valuable information and addressing complex financial and wealth strategies issues. Explore the bios below to learn more about the team.
Dean Deutz, CFP®
Echelon Wealth Strategist
Griffin Geisler
Wealth Strategist
Disclosures
Sarahlynn Joseph is currently registered to conduct business with residents of the following states: AK, AL, AZ, CA, CO, CT, DE, FL, GA, IA, IL, IN, MD, ME, MI, MN, MT, NC, ND, NE, NH, NJ, NM, NY, OH, OR, PA, SC, TN, TX, UT, VA, WI.
Joel Spry is currently registered to conduct business with residents of the following states: AK, AL, AZ, CA, CO, CT, DE, FL, GA, IA, IL, IN, MD, ME, MI, MN, MT, NC, ND, NE, NH, NJ, NM, NY, OH, OR, PA, SC, TN, TX, UT, VA, WI.
Jeremy Wytaske is currently registered to conduct business with residents of the following states: AK, AL, AZ, CA, CO, CT, DE, FL, GA, IA, IL, IN, MD, ME, MI, MN, MT, NC, ND, NE, NH, NJ, NM, NY, OH, OR, PA, SC, TN, TX, UT, VA, WI.
Bruce Wells is currently registered to conduct business with residents of the following states: AK, AL, AZ, CA, CO, CT, DE, FL, GA, IA, IL, IN, MD, ME, MI, MN, MT, NC, ND, NE, NH, NJ, NM, NY, OH, OR, PA, SC, TN, TX, UT, VA, WI. California Insurance License # 0M57334.
Social Media
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