A plan tailored
to your needs
Journey Wealth makes planning and protection accessible to everyone so you can build a strong foundation to grow and guard your wealth. Our advisors are ready to help you take the next step forward. Let’s get started today.
Paul Davidson *
Personal Financial Planner, PFP ®
Sarah Loeppky *
Certified Financial Planner, CFP ®
Diane Routledge
Financial Advisor
Erin Chisholm
Financial Advisor
Kris Lee
Vice President, Wealth Management
Courtney Martens
Administrative Assistant
Alana Anderson
Administrative Assistant
* Investment Fund Advisor with Investia Financial Services