Journey Financial Services is an independent investment and advisory team that is founded on old fashioned principles of personalized service, attention to detail, and value. In practice, we offer investment management, retirement plans, and estate planning to smart and savvy investors who are looking for more from their portfolios and advisors.
In every engagement, we strive to add value and support through education, best of class investment options, tax-efficient strategies, straight forward and honest communication, unbiased recommendations, and an overall desire for excellence.
President | Advisor
COO | Advisor
Customer Service Director
Office Operations Manager