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

Jeffrey Powell
Managing Partner

Jeremy Witbeck
CFA®, CFP®
Partner

Russell Albright
CTFA
Wealth Advisor

Matthew Batzel
Director, Wealth Management

Brandon Berman
CFP®
Director, Wealth Management

Ryan Collette
Divisional Director,
Wealth Advisor Services

Dominic Colletti
CFP®
Director, Wealth Management

Spencer Daw
Director, Wealth Management

Matthew P. Erickson
Senior Portfolio Manager

Zachary Ganz
Head of Trading

Jason Harvey
Human Resources Manager

Jenifer Harvey
Client Service Administrator

Adrian Jones
Senior Director

Andrew Hunt
CFP®
Director, Wealth Management

Elaine Keratzides
Client Service Administrator

Michael Kreza
Financial Planner

James Mason
Chief Compliance Officer, IACCP®

Jeff Menning
CFP®
Wealth Advisor

Brett Miller
CFP®
Financial Analyst

Marge Neis
CFP®
Wealth Advisor

Chris Parks
CFP®
Wealth Advisor

Renee Sayles
Receptionist

Arathi Thyagarajan
CFA®
Financial Analyst

Lesley Valenzuela
Operations Manager

Jeffrey Powell
Managing Partner

Jeremy Witbeck
CFA®, CFP®
Partner

Lesley Valenzuela
Operations Manager

James Mason
Chief Compliance Officer, IACCP®

Ryan Collette
Divisional Director,
Wealth Advisor Services

Jeffrey Powell
Managing Partner

Jeremy Witbeck
CFA®, CFP®
Partner

Matthew Batzel
Director, Wealth Management

Brandon Berman
CFP®
Director, Wealth Management

Dominic Colletti
CFP®
Director, Wealth Management

Spencer Daw
Director, Wealth Management

Andrew Hunt
CFP®
Director, Wealth Management

Adrian Jones
Senior Director

Ryan Collette
Divisional Director,
Wealth Advisor Services

Russell Albright
CTFA
Wealth Advisor

Jeff Menning
CFP®
Wealth Advisor

Marge Neis
CFP®
Wealth Advisor

Chris Parks
CFP®
Wealth Advisor

Jeffrey Powell
Managing Partner

Matthew P. Erickson
Senior Portfolio Manager

Brett Miller
CFP®
Financial Analyst

Arathi Thyagarajan
CFA®
Financial Analyst

Zachary Ganz
Head of Trading

Lesley Valenzuela
Operations Manager

Jenifer Harvey
Client Service Administrator

Elaine Keratzides
Client Service Administrator

Renee Sayles
Receptionist

Jason Harvey
Human Resources Manager