Managing your finances isn’t as overwhelming when you have the right team by your side. We take time to understand what matters most to you, then work together to provide clear advice and consistent support along the way. With a team approach, shared accountability helps keep things on track. Feel more confident, connected and in control of your financial future.

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Team photo for First Choice Wealth Management
Team photo for First Choice Wealth Management

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Our advisors

Advisor photo for Jason Kraemer

Jason Kraemer

CFP®, ChFC®, AWMA®, CRPC

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER® practitioner
Learn more about Jason Kraemer Visit Jason Kraemer's website
Advisor photo for Thomas Glavin

Thomas Glavin

CFP®, CRPC, CKA®

Private Wealth Advisor

Certified Kingdom Advisor
Learn more about Thomas Glavin Visit Thomas Glavin's website
Advisor photo for Alan Schroeder

Alan Schroeder

Financial Advisor

Franchise Owner
Learn more about Alan Schroeder Visit Alan Schroeder's website
Advisor photo for Shanon G Moon

Shanon G Moon

LUTCF®, CRPC

Financial Advisor

Chartered Retirement Planning Counselor™
Learn more about Shanon G Moon Visit Shanon G Moon's website


Our team

Bryn Erbes

Bryn Erbes

Operations Manager

Shelby Sorrell

Shelby Sorrell

Office Manager

Suzanne Pilger

Suzanne Pilger

Paraplanner

Melissa Larson

Melissa Larson

Client Service Specialist

Jasmyn Reckner

Jasmyn Reckner

Client Service Coordinator

Mari Schlice

Administrative Assistant

Aryn Schneider

Administrative Assistant