Balanced Wealth Group

We help professionals make more confident financial decisions that will simplify their lives, reduce stress and achieve financial freedom. We do this through a collaborative advisory experience where doing the right thing and empowering action are our priorities.


Advisors

Matthew Daugherty

Matthew Daugherty

Private Wealth Advisor

Visit Matthew Daugherty's website
Mike Daugherty

Mike Daugherty

Private Wealth Advisor

Visit Mike Daugherty's website
Scott Sieverts

Scott Sieverts

Private Wealth Advisor

Visit Scott Sieverts's website
Roger Potter

Roger Potter

Financial Advisor

Visit Roger Potter's website
Matt Gottshall

Matt Gottshall

Financial Advisor

Visit Matt Gottshall's website

Team

Angela M Gottshall

Angela M Gottshall

Client Service Specialist,

Office Manager

Roles & Responsibilities

  • Schedule client appointments
  • Plan and coordinate practice events
  • Manage office
View more
Ann Oldaker

Ann Oldaker

Client Service Specialist

Nancy Ragon

Nancy Ragon

Paraplanner,

Financial Planning Specialist

Qualifications

  • ChFC®
  • CLU®
View more
Kristina Weaver

Kristina Weaver

Client Service Specialist,

Administrative Assistant
Marie Morris

Marie Morris

Client Service Specialist

Timothy Valentine

Timothy Valentine

Paraplanner