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

Joshua Katcher

Joshua Katcher

CFP®

Financial Advisor

Managing Partner of Discerning Wealth
Visit Joshua Katcher's website
Matthew Halverson

Matthew Halverson

APMA®

Associate Financial Advisor

Visit Matthew Halverson's website
Stephanie M Holding

Stephanie M Holding

APMA®

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

Aaron Teare

Aaron Teare

Paraplanner

Dena Kenaga

Dena Kenaga

Client Concierge

Kelsey Randall

Kelsey Randall

Marketing Specialist