Golden Rule Wealth Management

Our team is proud to provide a breadth of experience, specialized financial knowledge and elevated level of service to all our clients. We work together to serve your goals and help you meet your financial future with more confidence.



Advisors

Richard Juergensen

CFP®, CRPC, APMA

Private Wealth Advisor

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

Devin Monroe

CFP®, APMA

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Visit Devin Monroe's website

Ryan Carr

CFP®, APMA

Financial Advisor

Visit Ryan Carr's website

Kristina Sturgis

CFP®, CDFA®, APMA, CKA®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Visit Kristina Sturgis's website


Team

Carrie Livensparger

Client Relationship Manager

Danyle Ewell

Client Relationship Manager