Our Team

Our mission is to provide superior customer service, detailed financial planning and tactical investment management to our diverse client base throughout the United States.

We believe that better knowledge leads to better financial outcomes for our clients. All of our advice is aligned with our clients’ best interests at heart. We believe in being clinical in our portfolio strategies. We monitor global markets to provide insight and advice to our clients to help them accomplish their long-term financial goals.

Our mission is to provide superior customer service, detailed financial planning and tactical investment management to our diverse client base throughout the United States.

We believe that better knowledge leads to better financial outcomes for our clients. All of our advice is aligned with our clients’ best interests at heart. We believe in being clinical in our portfolio strategies. We monitor global markets to provide insight and advice to our clients to help them accomplish their long-term financial goals.

There's strength in numbers, which is why Polaris Wealth Advisory Group uses a team-based approach.

All
Leadership
Business
Development
Advisor
Teams
Portfolio
Management
Compliance
Operations
Jeremy Witbeck

Jeremy Witbeck
CFA®, CFP®

Senior Vice President,
Sales and Operations

Matthew Batzel

Matthew Batzel

Director, Wealth Management

Ryan Collette

Ryan Collette

Divisional Director,
Wealth Adviser Services

Spencer Daw

Spencer Daw

Director, Wealth Management

Phil Langston, CFP®, Director, Wealth Management

Phil Langston, CFP®

Director, Wealth Management

Chris Parks
CFP®

Director, Wealth Management

Headshot of Nathan Rodgers - Full Color Bio Picture

Nathan Rogers

Director, Wealth Management

Beck Schooley

Director, Wealth Management

Sam Sim, Director, Wealth Management

Sam Sim

Director, Wealth Management

Tony Schirmang Director, Wealth Management.

Tony Schirmang, CFP®

Director, Wealth Management

Jonathan Wilson, CFP®, Director, Wealth Management, Polaris Wealth

Jonathan Wilson,CFP®

Director, Wealth Management

Adrian Jones

Adrian Jones

Senior Director

James Mason

James Mason

Chief Compliance Officer,
IACCP®, CSCP-IA™

Russell Albright

Russell Albright
CTFA

Wealth Adviser

Cody Carlson

Cody Carlson

Wealth Adviser

Michael Kreza

Michael Kreza, CFP®

Wealth Adviser

Stephen I. Lee, CFP®

Wealth Adviser

Jeff Menning

Jeff Menning
CFP®

Wealth Adviser

Marge Neis

Marge Neis
CFP®

Wealth Adviser

Brett Miller

Brett Miller
CFA, CFP®

Portfolio Manager

Colbey Gilford
CFA®

Financial Analyst

Jason Harvey

Jason R. Harvey

Chief of Staff

Lesley Valenzuela

Lesley Valenzuela

Operations Manager

Elaine Keratzides

Elaine Keratzides

Sr. Client Service Administrator

Briggeth Lopez DeLeon

Client Service Administrator

Headshot of Jenifer Harvey, Client Service Administrator

Jenifer Harvey

Client Service Administrator

Rachel Walker, Client Service Administrator

Rachel Walker

Client Service Administrator

Dolores Ortiz - Operation Assistant

Dolores Ortiz Barajas

Operation Assistant

Renee Sayles

Renee Sayles

Receptionist

Jeremy Witbeck

Jeremy Witbeck
CFA®, CFP®

Senior Vice President,
Sales and Operations

Ryan Collette

Ryan Collette

Divisional Director,
Wealth Advisor Services

James Mason

James Mason

Chief Compliance Officer, IACCP®, CSCP-IA™

Jason Harvey

Jason Harvey

Human Resources Manager

Lesley Valenzuela

Lesley Valenzuela

Operations Manager

Matthew Erickson

Matthew P. Erickson

Senior Portfolio Manager

Adrian Jones

Adrian Jones

Senior Director

Jeremy Witbeck

Jeremy Witbeck
CFA®, CFP®

Senior Vice President,
Sales and Operations

Matthew Batzel

Matthew Batzel

Director, Wealth Management

Spencer Daw

Spencer Daw

Director, Wealth Management

Adrian Jones

Adrian Jones

Senior Director

Phil Langston, CFP®, Director, Wealth Management

Phil Langston, CFP®

Director, Wealth Management

Headshot of Nathan Rodgers - Full Color Bio Picture

Nathan Rogers

Director, Wealth Management

Chris Parks
CFP®

Director, Wealth Management

Beck Schooley

Director, Wealth Management

Sam Sim, Director, Wealth Management

Sam Sim

Director, Wealth Management

Tony Schirmang Director, Wealth Management.

Tony Schirmang, CFP®

Director, Wealth Management

Jonathan Wilson, CFP®, Director, Wealth Management, Polaris Wealth

Jonathan Wilson, CFP®

Director, Wealth Management

Ryan Collette

Ryan Collette

Divisional Director,
Wealth Adviser Services

Russell Albright

Russell Albright
CTFA

Wealth Adviser

Cody Carlson

Cody Carlson

Wealth Adviser

Michael Kreza

Michael Kreza, CFP®

Wealth Adviser

Stephen I. Lee, CFP®

Wealth Adviser

Jeff Menning

Jeff Menning
CFP®

Wealth Adviser

Marge Neis

Marge Neis
CFP®

Wealth Adviser

Colbey Gilford

Financial Planner

Matthew Erickson

Matthew P. Erickson

Senior Portfolio Manager

Brett Miller

Brett Miller
CFA, CFP®

Portfolio Manager

Zachary Qanz

Zachary Ganz

Head of Trading

James Mason

James Mason

Chief Compliance Officer,
IACCP®, CSCP-IA™

Jason Harvey

Jason Harvey

Chief of Staff

Lesley Valenzuela

Lesley Valenzuela

Operations Manager

Elaine Keratzides

Elaine Keratzides

Sr. Client Service Administrator

Headshot of Jenifer Harvey, Client Service Administrator

Jenifer Harvey

Client Service Administrator

Briggeth Lopez DeLeon

Client Service Administrator

Rachel Walker, Client Service Administrator

Rachel Walker

Client Service Administrator

Dolores Ortiz - Operation Assistant

Dolores Ortiz Barajas

Operation Assistant

Renee Sayles

Renee Sayles

Receptionist