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