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.
Development
Teams
Management

Jeremy Witbeck
CFA®, CFP®
Senior Vice President,
Sales and Operations



Matthew Batzel
Director, Wealth Management




Ryan Collette
Divisional Director,
Wealth Adviser Services



Spencer Daw
Director, Wealth Management



Phil Langston, CFP®
Director, Wealth Management



Chris Parks
CFP®
Director, Wealth Management



Nathan Rogers
Director, Wealth Management



Beck Schooley
Director, Wealth Management



Sam Sim
Director, Wealth Management



Tony Schirmang, CFP®
Director, Wealth Management



Jonathan Wilson,CFP®
Director, Wealth Management




Adrian Jones
Senior Director




James Mason
Chief Compliance Officer,
IACCP®, CSCP-IA™



Russell Albright
CTFA
Wealth Adviser



Cody Carlson
Wealth Adviser



Michael Kreza, CFP®
Wealth Adviser



Stephen I. Lee, CFP®
Wealth Adviser



Jeff Menning
CFP®
Wealth Adviser



Marge Neis
CFP®
Wealth Adviser



Brett Miller
CFA, CFP®
Portfolio Manager



Colbey Gilford
CFA®
Financial Analyst




Jason R. Harvey
Chief of Staff




Lesley Valenzuela
Operations Manager



Elaine Keratzides
Sr. Client Service Administrator



Briggeth Lopez DeLeon
Client Service Administrator



Jenifer Harvey
Client Service Administrator



Rachel Walker
Client Service Administrator



Dolores Ortiz Barajas
Operation Assistant



Renee Sayles
Receptionist




Jeremy Witbeck
CFA®, CFP®
Senior Vice President,
Sales and Operations




Ryan Collette
Divisional Director,
Wealth Advisor Services




James Mason
Chief Compliance Officer, IACCP®, CSCP-IA™




Jason Harvey
Human Resources Manager




Lesley Valenzuela
Operations Manager




Jeremy Witbeck
CFA®, CFP®
Senior Vice President,
Sales and Operations



Matthew Batzel
Director, Wealth Management



Spencer Daw
Director, Wealth Management




Adrian Jones
Senior Director



Phil Langston, CFP®
Director, Wealth Management



Nathan Rogers
Director, Wealth Management



Chris Parks
CFP®
Director, Wealth Management



Beck Schooley
Director, Wealth Management



Sam Sim
Director, Wealth Management



Tony Schirmang, CFP®
Director, Wealth Management




Ryan Collette
Divisional Director,
Wealth Adviser Services



Russell Albright
CTFA
Wealth Adviser



Cody Carlson
Wealth Adviser



Michael Kreza, CFP®
Wealth Adviser



Stephen I. Lee, CFP®
Wealth Adviser



Matthew P. Erickson
Senior Portfolio Manager



Brett Miller
CFA, CFP®
Portfolio Manager


Zachary Ganz
Head of Trading




Jason Harvey
Chief of Staff




Lesley Valenzuela
Operations Manager



Elaine Keratzides
Sr. Client Service Administrator



Jenifer Harvey
Client Service Administrator



Briggeth Lopez DeLeon
Client Service Administrator



Rachel Walker
Client Service Administrator



Dolores Ortiz Barajas
Operation Assistant



Renee Sayles
Receptionist