Stanchion Wealth

Your goals guide everything we do, and our team approach helps us see them from every angle. By collaborating closely and sharing our experience, we strive to offer more thoughtful, well-rounded advice. The result? Clearer decisions, fewer blind spots and a financial plan that helps you move forward with confidence and a stronger sense of control.




Team

Aaron Beers

Aaron Beers

Client Relationship Specialist

Sarah Heine

Sarah Heine

Client Service Specialist

Jonah Peacock

Jonah Peacock

Financial Planning Specialist