Fulcrum Wealth Management Group

As a private wealth advisory practice of Ameriprise Financial Services, LLC with 141 years of combined industry experience amongst our advisors, we provide financial planning services as well as investment advisory services and insurance needs assessments. Through our process built on integrity, investment knowledge and attention to detail, we seek to guide and inform our clients to help you achieve your financial goals and dreams.


Advisors

Matthew Jeannes

Matthew Jeannes

Financial Advisor

Visit Matthew Jeannes's website
Kevin Harrell

Kevin Harrell

Financial Advisor

Insurance Specialist
Visit Kevin Harrell's website
Leanne Fenton

Leanne Fenton

Financial Advisor

Franchise Owner
Visit Leanne Fenton's website
Justin Samples

Justin Samples

Private Wealth Advisor

Chief Executive Officer of Fulcrum Wealth Management Group
Visit Justin Samples's website
Devlin Carothers

Devlin Carothers

Financial Advisor

Visit Devlin Carothers's website
Vieng Bounnam

Vieng Bounnam

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Visit Vieng Bounnam's website
Chris Crosby

Chris Crosby

Financial Advisor

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Robert Fix

Robert Fix

Financial Advisor

Chartered Retirement Planning CounselorSM
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Thomas Frame

Thomas Frame

Financial Advisor

Visit Thomas Frame's website

Team

Jenna Busick

Jenna Busick

Office Manager,

Client Service Coordinator
Kaitilin Newman

Kaitilin Newman

Client Service Coordinator,

Administrative Assistant
David McKinney CRPC<sup>®</sup>

David McKinney CRPC®

Investment Specialist,

Operations Manager

Qualifications

  • Series 6
  • Series 7
  • Series 65
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Justin Davis, CRPC<sup>®</sup>

Justin Davis, CRPC®

Financial Planning Specialist,

Chartered Retirement Planning Counselor℠

Qualifications

  • Series 6
  • Series 7
  • Series 66
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Marta Benson

Marta Benson

Client Service Coordinator

TJ Dicker

TJ Dicker

Operations Manager,

Chief Operating Officer

Qualifications

  • Series 7
  • Series 66
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Lyndsay McEntee

Lyndsay McEntee

Marketing Consultant

Brittany Olsen

Brittany Olsen

Client Service Coordinator

Tiara Pajimola

Tiara Pajimola

Client Service Coordinator