Golden Rule Wealth Management

Managing your finances isn’t as overwhelming when you have the right team by your side. We take time to understand what matters most to you, then work together to provide clear advice and consistent support along the way. With a team approach, shared accountability helps keep things on track. Feel more confident, connected and in control of your financial future.

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Team photo for Golden Rule Wealth Management
Team photo for Golden Rule Wealth Management

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Advisors

Advisor photo for Kristina Sturgis

Kristina Sturgis

CFP®, CDFA®, APMA®, CKA®

Financial Advisor

CERTIFIED FINANCIAL PLANNER® professional
Visit Kristina Sturgis's website


Team

Tasha Roberts

Tasha Roberts

Operations Manager

Personal Intro

Plays a key role in delivering exceptional service to clients while ensuring the smooth day-to-day operations of the practice. This position supports the advisor by managing client communications, coordinating account operations, and maintaining compliance with industry standards.

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