Balanced Wealth Group

Advisors

Scott Sieverts

Scott Sieverts

CFP®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Visit Scott Sieverts's website
Mike Daugherty

Mike Daugherty

CFP®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Visit Mike Daugherty's website
Matthew Daugherty

Matthew Daugherty

CFP®, CRPC®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Visit Matthew Daugherty's website
Roger Potter

Roger Potter

CRPC®

Financial Advisor

Chartered Retirement Planning CounselorSM
Visit Roger Potter's website
Matt Gottshall

Matt Gottshall

CFP®

Financial Advisor

Visit Matt Gottshall's website

Team

Nancy Jo Ragon

Nancy Jo Ragon

Paraplanner

Kristina Weaver

Kristina Weaver

Client Service Specialist,

Administrative Assistant
Ann Oldaker

Ann Oldaker

Client Service Specialist,

Administrative Assistant
Angela M Gottshall

Angela M Gottshall

Client Service Specialist,

Administrative Assistant
Tim Valentine

Tim Valentine

Paraplanner,

CERTIFIED FINANCIAL PLANNER™ practitioner

Qualifications

  • CFP®
  • APMA®
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