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Team photo for TapRoot Wealth
Team photo for TapRoot Wealth

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Our advisors

Advisor photo for Kristen Roy

Kristen Roy

CFP®, BFA, CDFA®, APMA®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER® practitioner
Learn more about Kristen Roy Visit Kristen Roy's website
Advisor photo for Tricia Nelson

Tricia Nelson

CFP®, APMA®, ChSNC®

Financial Advisor

CERTIFIED FINANCIAL PLANNER® practitioner
Learn more about Tricia Nelson Visit Tricia Nelson's website
Advisor photo for Kelli Fenstemaker

Kelli Fenstemaker

APMA®, CDFA®

Associate Financial Advisor

Learn more about Kelli Fenstemaker Visit Kelli Fenstemaker's website
Advisor photo for Brian Sommer

Brian Sommer

CFP®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER® practitioner
Learn more about Brian Sommer Visit Brian Sommer's website


Our team

Elizabeth Hartzler

Elizabeth Hartzler

Operations Specialist

Sam Hartzler

Sam Hartzler

Client Service Coordinator

Kate Hartzler

Kate Hartzler

Client Concierge

Gavin Parry

Gavin Parry

Financial Planning Specialist

Cameron Andrysiak

Cameron Andrysiak

Financial Planning Specialist