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

Chris Thom
CFP®, ChFC®, CLU®, CWS®

President and Head of Wealth Services

Jeremy Witbeck

Jeremy Witbeck
CFA®, CFP®

Senior Vice President,
Sales and Operations

Russell Albright

Russell Albright
CTFA

Wealth Advisor

Julia Baratta


Senior Tax Associate

Matthew Batzel

Matthew Batzel


Director, Wealth Management

Cody Carlson

Cody Carlson
CFP®

Wealth Advisor

Ryan Collette

Ryan Collette


Director, Wealth Advisor

Spencer Daw

Spencer Daw


Director, Wealth Management

Ryan Drews
CFP®, DBA

Director, Wealth Management

Matthew Erickson

Matthew P. Erickson


Sr. Portfolio Manager

Rachel Walker, Client Service Administrator

Rachel Franti


Client Service Administrator

Pete Galloway


Chief Compliance Officer

Zachary Qanz

Zachary Ganz


Head of Trading

Colbey Gilford


Financial Analyst

Jason Harvey

Jason R. Harvey


Chief of Staff

Headshot of Jenifer Harvey, Client Service Administrator

Jenifer Harvey


Client Service Administrator

Steve Johnson
CFP®

Wealth Advisor

Elaine Keratzides

Elaine Keratzides


Sr. Client Service Administrator

Liz Kesselman


Wealth Advisor

Andrew Kling


Wealth Advisor

Michael Kreza

Michael Kreza
CFP®

Wealth Advisor

Fran Lee
CFP®

Senior Relationship Manager

Stephen I. Lee
CFP®

Wealth Advisor

Briggeth Lopez DeLeon


Client Service Administrator

Jeff Menning

Jeff Menning
CFP®

Wealth Advisor

Julia Moore


Client Service Administrator

Marge Neis

Marge Neis
CFP®

Wealth Advisor

Dolores Ortiz - Operation Assistant

Dolores Ortiz Barajas


Operation Assistant

Chris Parks
CFP®

Director, Wealth Management

Todd Peters
CFA

Wealth Advisor

Headshot of Nathan Rodgers - Full Color Bio Picture

Nathan Rogers


Director, Wealth Management

Renee Sayles

Renee Sayles


Receptionist

Tony Schirmang Director, Wealth Management.

Tony Schirmang
CFP®

Director, Wealth Management

Beck Schooley


Director, Wealth Management

Bradley Sharp
CFP®

Wealth Advisor

Lesley Valenzuela

Lesley Valenzuela


Operations Manager

Chris Thom
CFP®, ChFC®, CLU®, CWS®

President and Head of Wealth Services

Jeremy Witbeck

Jeremy Witbeck
CFA®, CFP®

Senior Vice President,
Sales and Operations

Ryan Collette

Ryan Collette


Director, Wealth Advisor

Matthew Erickson

Matthew P. Erickson


Sr. Portfolio Manager

Pete Galloway


Chief Compliance Officer

Jason Harvey

Jason Harvey


Chief of Staff

Lesley Valenzuela

Lesley Valenzuela


Operations Manager

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

Ryan Drews
CFP®, DBA

Director, Wealth Management

Chris Parks
CFP®

Director, Wealth Management

Headshot of Nathan Rodgers - Full Color Bio Picture

Nathan Rogers


Director, Wealth Management

Tony Schirmang Director, Wealth Management.

Tony Schirmang
CFP®

Director, Wealth Management

Beck Schooley


Director, Wealth Management

Ryan Collette

Ryan Collette


Director, Wealth Advisor

Russell Albright

Russell Albright
CTFA

Wealth Advisor

Cody Carlson

Cody Carlson
CFP®

Wealth Advisor

Colbey Gilford


Financial Planner

Steve Johnson
CFP®

Wealth Advisor

Liz Kesselman


Wealth Advisor

Andrew Kling


Wealth Advisor

Michael Kreza

Michael Kreza
CFP®

Wealth Advisor

Fran Lee
CFP®

Senior Relationship Manager

Stephen I. Lee
CFP®

Wealth Advisor

Jeff Menning

Jeff Menning
CFP®

Wealth Advisor

Marge Neis

Marge Neis
CFP®

Wealth Advisor

Todd Peters
CFA

Wealth Advisor

Bradley Sharp
CFP®

Wealth Advisor

Matthew Erickson

Matthew P. Erickson


Sr. Portfolio Manager

Zachary Qanz

Zachary Ganz


Head of Trading

Pete Galloway


Chief Compliance Officer

Jason Harvey

Jason Harvey


Chief of Staff

Lesley Valenzuela

Lesley Valenzuela


Operations Manager

Rachel Walker, Client Service Administrator

Rachel Franti


Client Service Administrator

Headshot of Jenifer Harvey, Client Service Administrator

Jenifer Harvey


Client Service Administrator

Elaine Keratzides

Elaine Keratzides


Sr. Client Service Administrator

Briggeth Lopez DeLeon


Client Service Administrator

Julia Moore


Client Service Administrator

Dolores Ortiz - Operation Assistant

Dolores Ortiz Barajas


Operation Assistant

Renee Sayles

Renee Sayles


Receptionist