Golden Rule Wealth Management

Our team provides financial experience focused on you and your goals. Together, we offer a breadth of knowledge, specialized advice and ongoing dedication to exceptional service.

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

Devin Monroe

CFP®, APMA

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ professional
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Ryan Carr

CFP®, APMA

Financial Advisor

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Kristina Sturgis

CFP®, CDFA®, APMA, CKA®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Visit Kristina Sturgis's website

John Pastalow

Financial Advisor

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Christopher McGarvey

CFP®, CRPC, APMA

Private Wealth Advisor

Managing Partner of Golden Rule Wealth Management
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Chip Herring

CFP®, CRPC, APMA

Private Wealth Advisor

Franchise Owner
Visit Chip Herring's website


Team

Jenna Forrester

Jenna Forrester

Client Relationship Manager,

Operations Director