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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. 

Jordan Earles

Jordan Earles, WMCP®

Founder | Wealth Management Advisor

Michael  Muncy

Michael Muncy

Wealth Management Advisor

Catherine Patrick

Catherine Patrick, CFP®

Financial Planning Director

Robin Skillingberg

Robin Skillingberg

Investment Director

Judi Oginsky

Judi Oginsky

Agency Compliance Administrator

Paul Blas

Paul Blas

Director of Technology

Jackie Wakefield

Jackie Wakefield

Director of New Business

Megan McElaney

Megan McElaney

Director of Marketing

Michael Cogliano

Michael Cogliano, CRCP

Director of Compliance

Sherika  Rodgers

Sherika Rodgers

New Business Coordinator

Cody Cabler

Cody Cabler

Financial Planning Assistant

Adaeze Jonathan

Adaeze Jonathan

Financial Planning Assistant

Vince  Synan

Vince Synan

Director of Business & Estate Planning

Jennifer Talbot

Director of Client Experience