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