Discerning Wealth

"We help simplify the financial lives of our clients to assist them in achieving peace of mind so they have more time to pursue the more meaningful things in life."


Advisors

Larry Fox

Larry Fox

Private Wealth Advisor

Visit Larry Fox's website
Joshua Katcher

Joshua Katcher

Financial Advisor

Visit Joshua Katcher's website
David Hook

David Hook

Financial Advisor

Visit David Hook's website
Stephanie M Holding

Stephanie M Holding

Financial Advisor

Visit Stephanie M Holding's website

Team

Shanna L. Sperfslage

Shanna L. Sperfslage

Operations Manager

Kristi K. McCarty

Kristi K. McCarty

Executive Assistant

Christine K. Roberts

Christine K. Roberts

Client Service Specialist

Kristin Petersen

Kristin Petersen

Operations Specialist

Ann Chappo

Ann Chappo

Assistant

Abby J. Brekke

Abby J. Brekke

Client Concierge

Matt Halverson

Matt Halverson

Paraplanner

Personal Intro

The paraplanner is highly engaged in initiating client contact and interfacing with clients through the implementation, service needs, and follow-up of associated work activity of each client meeting. Matt serves the client to ensure an exceptional client experience is achieved.

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Aaron Teare

Aaron Teare

Paraplanner

Personal Intro

The paraplanner is highly engaged in initiating client contact and interfacing with clients through the implementation, service needs, and follow-up of associated work activity of each client meeting. Aaron serves the client to ensure an exceptional client experience is achieved.

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