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

Matthew Batzel

Matthew Batzel

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

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

James Mason

James Mason

Chief Compliance Officer, IACCP®

Russell Albright

Russell Albright
CTFA

Wealth Advisor

Michael Kreza

Michael Kreza, CFP®

Wealth Advisor

Jeff Menning

Jeff Menning
CFP®

Wealth Advisor

Marge Neis

Marge Neis
CFP®

Wealth Advisor

Lorenzo Riley

Lorenzo Riley
CFP®

Wealth Advisor

Cody Carlson

Cody Carlson

Wealth Advisor

Colbey Gilford
CFA®

Financial Analyst

Brett Miller

Brett Miller
CFA, CFP®

Financial Analyst

Arathi Thyagarajan

Arathi Thyagarajan
CFA®

Financial Analyst

Jason Lin, Financial Planner Polaris Wealth Advisory group

Jason Lin

Junior Trader

Jason Harvey

Jason R. Harvey

Human Resources Manager

Lesley Valenzuela

Lesley Valenzuela

Operations Manager

Elaine Keratzides

Elaine Keratzides

Sr. Client Service Administrator

Full Color Picture of Sheena Coenen

Sheena Coenen

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

Jeff Powell

Jeffrey Powell

Managing Partner

Ryan Collette

Ryan Collette

Divisional Director,
Wealth Advisor Services

James Mason

James Mason

Chief Compliance Officer, IACCP®

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

Jeff Powell

Jeffrey Powell

Managing Partner

Matthew Batzel

Matthew Batzel

Director, Wealth Management

Dominic Colletti

Dominic Colletti
CFP®

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

Ryan Collette

Ryan Collette

Divisional Director,
Wealth Advisor Services

Russell Albright

Russell Albright
CTFA

Wealth Advisor

Cody Carlson

Cody Carlson

Wealth Advisor

Michael Kreza

Michael Kreza, CFP®

Wealth Advisor

Jeff Menning

Jeff Menning
CFP®

Wealth Advisor

Marge Neis

Marge Neis
CFP®

Wealth Advisor

Lorenzo Riley

Lorenzo Riley
CFP®

Wealth Advisor

Colbey Gilford

Financial Planner

Jeff Powell

Jeffrey Powell

Managing Partner

Matthew Erickson

Matthew P. Erickson

Senior Portfolio Manager

Brett Miller

Brett Miller
CFA, CFP®

Financial Analyst

Arathi Thyagarajan

Arathi Thyagarajan
CFA®

Financial Analyst

Zachary Qanz

Zachary Ganz

Head of Trading

Jason Lin, Financial Planner Polaris Wealth Advisory group

Jason Lin

Junior Trader

James Mason

James Mason

Chief Compliance Officer, IACCP®

Jason Harvey

Jason Harvey

Human Resources Manager

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

Full Color Picture of Sheena Coenen

Sheena Coenen

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