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
Jeff Powell

Jeffrey Powell

Managing Partner

Russell Albright

Russell Albright
CTFA

Wealth Advisor

Matthew Batzel

Matthew Batzel

Director, Wealth Management

Brandon Berman

Brandon Berman
CFP®

Director, Wealth Management

Ryan Collette

Ryan Collette

Divisional Director,
Wealth Advisor Services

Dominic Colletti

Dominic Colletti
CFP®

Director, Wealth Management

Spencer Daw

Spencer Daw

Director, Wealth Management

Matthew Erickson

Matthew P. Erickson

Senior Portfolio Manager

Zachary Qanz

Zachary Ganz

Head of Trading

Jason Harvey

Jason Harvey

Human Resources Manager

Headshot of Jenifer Harvey, Client Service Administrator

Jenifer Harvey

Client Service Administrator

Adrian Jones

Adrian Jones

Senior Director

Andrew Hunt

Andrew Hunt
CFP®

Director, Wealth Management

Elaine Keratzides

Elaine Keratzides

Client Service Administrator

Michael Kreza

Michael Kreza

Financial Planner

Corey Long

Corey Long
CFP®

Director, Wealth Management

James Mason

James Mason

Chief Compliance Officer, IACCP®

Jeff Menning

Jeff Menning
CFP®

Wealth Advisor

Brett Miller

Brett Miller
CFP®

Financial Analyst

Marge Neis

Marge Neis
CFP®

Wealth Advisor

Chris Parks

Chris Parks
CFP®

Wealth Advisor

Renee Sayles

Renee Sayles

Receptionist

Arathi Thyagarajan

Arathi Thyagarajan
CFA®

Financial Analyst

Lesley Valenzuela

Lesley Valenzuela

Operations Manager

Jeff Powell

Jeffrey Powell

Managing Partner

Lesley Valenzuela

Lesley Valenzuela

Operations Manager

James Mason

James Mason

Chief Compliance Officer, IACCP®

Ryan Collette

Ryan Collette

Divisional Director,
Wealth Advisor Services

Matthew Erickson

Matthew P. Erickson

Senior Portfolio Manager

Adrian Jones

Adrian Jones

Senior Director

Jeff Powell

Jeffrey Powell

Managing Partner

Matthew Batzel

Matthew Batzel

Director, Wealth Management

Brandon Berman

Brandon Berman
CFP®

Director, Wealth Management

Dominic Colletti

Dominic Colletti
CFP®

Director, Wealth Management

Spencer Daw

Spencer Daw

Director, Wealth Management

Andrew Hunt

Andrew Hunt
CFP®

Director, Wealth Management

Adrian Jones

Adrian Jones

Senior Director

Corey Long

Corey Long
CFP®

Director, Wealth Management

Ryan Collette

Ryan Collette

Divisional Director,
Wealth Advisor Services

Russell Albright

Russell Albright
CTFA

Wealth Advisor

Jeff Menning

Jeff Menning
CFP®

Wealth Advisor

Marge Neis

Marge Neis
CFP®

Wealth Advisor

Chris Parks

Chris Parks
CFP®

Wealth Advisor

Michael Kreza

Michael Kreza

Financial Planner

Jeff Powell

Jeffrey Powell

Managing Partner

Matthew Erickson

Matthew P. Erickson

Senior Portfolio Manager

Brett Miller

Brett Miller
CFP®

Financial Analyst

Arathi Thyagarajan

Arathi Thyagarajan
CFA®

Financial Analyst

Zachary Qanz

Zachary Ganz

Head of Trading

James Mason

James Mason

Chief Compliance Officer, IACCP®

Lesley Valenzuela

Lesley Valenzuela

Operations Manager

Headshot of Jenifer Harvey, Client Service Administrator

Jenifer Harvey

Client Service Administrator

Elaine Keratzides

Elaine Keratzides

Client Service Administrator

Renee Sayles

Renee Sayles

Receptionist

Jason Harvey

Jason Harvey

Human Resources Manager