Golden Rule Wealth Management

With a solid foundation of teamwork, our practice draws on the skills and strengths of each member to achieve our collective goal of helping clients like you meet their financial goals. Together, we can help you feel more confident, connected and in control of your financial life.


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Team photo for Golden Rule Wealth Management
Team photo for Golden Rule Wealth Management

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Advisors

Richard Juergensen

CFP®, CRPC, APMA

Private Wealth Advisor

Managing Partner of Golden Rule Wealth Management
Visit Richard Juergensen's website


Team

Carrie Livensparger

Carrie Livensparger

Client Concierge

Trish Reilly

Trish Reilly

Administrative Assistant