Buckingham Group
- Teams
- Advisory and Wealth Management
Advisory and Wealth Management
About
The Advisory and Wealth Management team at Insero Wealth Strategies, a registered investment advisory firm, provides personalized financial planning and investment management services. They work closely with clients to develop and implement strategies that align with their financial goals, offering a wide range of expertise from experienced wealth advisors to dedicated client relationship specialists. This team ensures clients receive comprehensive, tailored advice and support in managing their wealth.
Team members
Aaron Vickar
Wealth Advisor
Adam Truebe
Associate Wealth Advisor
Alison Lynch
Associate Wealth Advisor
Anita Muminovic
Associate Wealth Advisor
Austin Garber
Wealth Advisor
Bailey Gilliam
Associate Wealth Advisor
Ben Gross
Associate Wealth Advisor
Brad Jenkins
Wealth Advisor
Brandon Dingman
Associate Wealth Advisor
Brent Flota
Associate Wealth Advisor
Brian Gregorek
Wealth Advisor
Brian Riggs
Associate Wealth Advisor
Cameron Bradshaw
Associate Wealth Advisor
Christopher Gibbons
Associate Wealth Advisor
David Ressner
Wealth Advisor
Emilie Schaffer
Wealth Advisor
Emily Stark
Client Relationship Specialist
Eric Schaefer
Wealth Advisor
Erica Bouchard
Wealth Advisor
Erich Reinhardt
Advisory Team Director
Everett Lewis
Wealth Advisor
Jada Diedrich
Wealth Advisor
Jake Bleyenberg
Wealth Advisor
Jamie Slaughter
Wealth Advisor
Jarrett Simpson
Wealth Advisor
Jenny Wiechel
Wealth Advisor
Jim Cornfeld
Wealth Advisor
Jim Myers
Managing Director, Advisory Te...
Joe Frontczak
Wealth Advisor
Joe Monroe
Client Relationship Specialist
John Corn
Wealth Advisor
Jonathan Abner
Wealth Advisor
Jordan Hatfield
Associate Wealth Advisor
Judy Colson
Client Relationship Specialist
Katie Marsden
Wealth Advisor
Ken Rosenbaum
Wealth Advisor
Kennadi Haythorne
Client Relationship Specialist
Kim Brown
Advisory Team Associate
Kirby Mack
Advisory Team Director, Wealth...
Kristin Taylor
Advisory Team Associate
Kurt Schafers
Wealth Advisor
Kurt Wunderlich
Client Development Advisor
Laurie Blaylock
Client Relationship Specialist
Leigh Capelli
Associate Wealth Advisor
Lindsey Weber
Advisory Team Manager
Madaline Creehan
Wealth Advisor
Makie Knight
Associate Wealth Advisor
Mark Winland
Wealth Advisor
Maryann Vognild
Wealth Advisor
Matthew McKeand
Associate Wealth Advisor
Matthew Romine
Associate Wealth Advisor
Meagan Ranbarger
Associate Wealth Advisor
Ming-Wen Weaver
Advisory Team Associate
Nicole Holland
Advisory Team Associate
Rebecca Boyle
Associate Wealth Advisor
Rob Mitchell
Wealth Advisor
Ryne Vickery
Wealth Advisor
Sam Killingsworth
Advisory Team Associate
Sam Thomure
Client Relationship Specialist
Sean Hejna
Advisory Team Director
Shelby Persicke
Advisory Team Associate
Stephanie Sather
Associate Wealth Advisor
Steve Weiss
Wealth Advisor
Susan Hemminghaus
Associate Wealth Advisor
Tammy Courtney
Wealth Advisor
Tim Cowhey
Advisory Team Director
Tom Haug
Associate Wealth Advisor
Tyler Hunter
Associate Wealth Advisor
William Thum
Associate Wealth Advisor
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