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WHY IVY WEALTH?

WHY IVY WEALTH?

We named our firm Ivy Wealth because we thought the visual imagery was compelling. Have you ever seen an ivy plant grow up the side of a building or home?

When the leaves are well manicured, they can bring beauty, charm and character to a home. However, when it is left unattended for too long, it can take over it's host and cause a number of real problems.

We believe money is the same way. When it is well managed and cared for it has a chance to grow better. However, without a plan to care for it, it has a way of getting away from us. 

Many  of our clients have told us before working together that they didn't have the time or energy to maintain their finances the way they've wanted. Now they feel confident in their plan to protect and grow what they have in a way that is beautiful. 

Michael  Muncy

Michael Muncy

Wealth Management Advisor

Daniel  Drabinski, CFA®

Daniel Drabinski, CFA®

Partner - Wealth & Estate Planning

Christian  Estrada

Christian Estrada

Wealth Advisor

Catherine Patrick

Catherine Patrick, CFP®

Financial Planning Director

Robin Skillingberg

Robin Skillingberg

Investment Director

Jennifer Talbot

Jennifer Talbot

Director of Client Experience

Cody Cabler

Cody Cabler

Financial Planning Associate

Anna Kate Sundvold

Anna Kate Sundvold

Financial Planning Associate

Ryan  Hill

Ryan Hill

Retirement Plan Specialist

Vince  Synan

Vince Synan

Director of Business & Estate Planning

Judi Oginsky

Judi Oginsky

Agency Compliance Administrator

Michael Cogliano

Michael Cogliano, CRCP

Director of Compliance

Megan McElaney

Megan McElaney

Director of Marketing

Jackie Wakefield

Jackie Wakefield

Director of New Business