Our advisors

Richard Juergensen

CFP®, CRPC, APMA

Private Wealth Advisor

President of Golden Rule Wealth Management
Learn more about Richard Juergensen Visit Richard Juergensen's website

Devin Monroe

CFP®, APMA

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Learn more about Devin Monroe Visit Devin Monroe's website

Ryan Carr

CFP®, APMA

Financial Advisor

Learn more about Ryan Carr Visit Ryan Carr's website

Kristina Sturgis

CFP®, CDFA®, APMA, CKA®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Learn more about Kristina Sturgis Visit Kristina Sturgis's website

Christopher McGarvey

CFP®, CRPC, APMA

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Christopher McGarvey Visit Christopher McGarvey's website

Chip Herring

CRPC, APMA

Private Wealth Advisor

Franchise Owner
Learn more about Chip Herring Visit Chip Herring's website

Mike Girardi

Financial Advisor

Senior Vice President of Golden Rule Wealth Management
Learn more about Mike Girardi Visit Mike Girardi's website


Our team

Carrie Livensparger

Carrie Livensparger

Operations Director

Danyle Ewell

Danyle Ewell

Client Relationship Manager

Cindy Morgan

Cindy Morgan

Financial Planning Specialist

Sarah Broderick

Sarah Broderick

Executive Assistant

Jenna Forrester

Jenna Forrester

Client Relationship Manager,

Operations Director