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 Servitium Wealth Management
Team photo for Servitium Wealth Management

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Our advisors

Advisor photo for Dana Marie Ferrell

Dana Marie Ferrell

BFA, CLU®, ChFC®, APMA®, CEPA®

Private Wealth Advisor

Chief Executive Officer of Servitium Wealth Management
Learn more about Dana Marie Ferrell Visit Dana Marie Ferrell's website
Advisor photo for Alahna Miranda

Alahna Miranda

CFP®, BFA, APMA®

Financial Advisor

CERTIFIED FINANCIAL PLANNER® professional
Learn more about Alahna Miranda Visit Alahna Miranda's website
Advisor photo for Chelsea Johnson

Chelsea Johnson

CEPA®

Financial Advisor

Chief Operating Officer of Servitium Wealth Management
Learn more about Chelsea Johnson Visit Chelsea Johnson's website


Our team

Angel Woo

Angel Woo

Client Service Manager

Zafirah Khan

Zafirah Khan

Client Service Specialist

Micheal Okerlund

Micheal Okerlund

Financial Planning Specialist