CIO Wealth Strategies

Our team is proud to provide a breadth of experience, specialized financial knowledge and elevated level of service to all our clients. We work together to serve your goals and help you meet your financial future with more confidence.


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Team photo for CIO Wealth Strategies
Team photo for CIO Wealth Strategies

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Advisors

Advisor photo for Debra Cirksena

Debra Cirksena

CFP®, ChFC®, APMA

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Visit Debra Cirksena's website
Advisor photo for David Knight

David Knight

CFP®, ChFC®, CLU®, AEP®, APMA

Private Wealth Advisor

Chief Executive Officer of CIO Wealth Strategies
Visit David Knight's website
Advisor photo for Sharon Kresse

Sharon Kresse

CFP®, AAMS, APMA

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Visit Sharon Kresse's website
Advisor photo for Robert D Sieps

Robert D Sieps

CFP®, APMA

Financial Advisor

Chief Operating Officer of CIO Wealth Strategies
Visit Robert D Sieps's website
Advisor photo for Marshall A Doughty

Marshall A Doughty

CLTC®, APMA

Financial Advisor

ACCREDITED PORTFOLIO MANAGEMENT ADVISOR™
Visit Marshall A Doughty's website
Advisor photo for Mason Doughty

Mason Doughty

APMA

Financial Advisor

ACCREDITED PORTFOLIO MANAGEMENT ADVISOR™
Visit Mason Doughty's website
Advisor photo for Madison A Doughty

Madison A Doughty

CFP®, ChFC®, APMA

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Visit Madison A Doughty's website
Advisor photo for Leisa Olson

Leisa Olson

CFP®, APMA, CRPC, CDFA®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Visit Leisa Olson's website
Advisor photo for Mark Tillman

Mark Tillman

APMA

Financial Advisor

ACCREDITED PORTFOLIO MANAGEMENT ADVISOR™
Visit Mark Tillman's website
Advisor photo for Mark A Perry

Mark A Perry

CRPC, APMA

Financial Advisor

ACCREDITED PORTFOLIO MANAGEMENT ADVISOR™
Visit Mark A Perry's website
Advisor photo for Kyle Warday

Kyle Warday

APMA

Financial Advisor

ACCREDITED PORTFOLIO MANAGEMENT ADVISOR™
Visit Kyle Warday's website
Advisor photo for Austin Knight

Austin Knight

APMA

Financial Advisor

ACCREDITED PORTFOLIO MANAGEMENT ADVISOR™
Visit Austin Knight's website
Advisor photo for James Moore

James Moore

APMA

Financial Advisor

ACCREDITED PORTFOLIO MANAGEMENT ADVISOR™
Visit James Moore's website
Advisor photo for Jacob White

Jacob White

APMA

Financial Advisor

Visit Jacob White's website
Advisor photo for Felicia Hazen

Felicia Hazen

CFP®

Associate Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Visit Felicia Hazen's website
Advisor photo for Dalton Knight

Dalton Knight

CFP®, APMA

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Visit Dalton Knight's website


Team

Kelsey Hively

Kelsey Hively

Client Service Manager

Shannon Thiele

Shannon Thiele

Office Manager

Madalynn Volz

Madalynn Volz

Business Development Manager

Andra Hubbard

Andra Hubbard

Operations Specialist

Allexys Johnson

Allexys Johnson

Operations Specialist

Jill Dahl

Jill Dahl

Operations Specialist

Joan Carbis

Joan Carbis

Operations Specialist

Carol Bedrosky

Carol Bedrosky

Administrative Assistant

Hannah Beyer

Hannah Beyer

Administrative Assistant

Kate Erb

Kate Erb

Administrative Assistant

Sheri Jablonski

Sheri Jablonski

Operations Director

Sami Rotert

Sami Rotert

Administrative Assistant

Brittney Salter

Brittney Salter

Administrative Assistant

Nona Pittman

Nona Pittman

Client Concierge

Lauren Doughty

Lauren Doughty

Client Concierge

Peggy Wright

Peggy Wright

Assistant