Servitium Wealth Management

With a solid foundation of teamwork, our practice draws on the skills and strengths of each member to achieve our collective goal of helping clients like you meet their financial goals. Together, we can help you feel more confident, connected and in control of your financial life.


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Team photo for Servitium Wealth Management
Team photo for Servitium Wealth Management

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Advisors

Rebecca Wakefield

CFP®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Visit Rebecca Wakefield's website

Dana Marie Ferrell

BFA, CLU®, ChFC®, APMA

Private Wealth Advisor

Chief Executive Officer of Servitium Wealth Management
Visit Dana Marie Ferrell's website


Team

Chelsea Johnson

Chelsea Johnson

Practice Manager,

Chief Operating Officer of Servitium Wealth Management

Qualifications

  • Master of Finance, Colorado State University
  • Bachelor of Business Administration in Finance, Boise State University
  • Series 7, 66 licenses
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Liam Gillman

Liam Gillman

Client Service Manager,

Administrative Assistant