Team profile

What you can expect when you work with us

The right financial advice can help prepare you for whatever life brings — both the expected and the unexpected.

When you work with us, you receive:
  • 1:1 financial advice based on your goals and needs.
  • Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.
  • Regular meetings to review your goals, progress, and investments.
  • Anytime access to your investments and digital tools to help you stay on track.

Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you.
Get started

Areas of focus

  • Retirement Planning Strategies
  • Investment Management
  • Small Business
  • Women's Financial Strategies
  • Retirement Plan Distribution
  • Estate Planning Strategies
  • Saving for Education
  • Wealth Preservation Strategies
  • Cash Flow Management Strategies

Awards & recognition

  • First Choice Wealth Management, Forbes Best-in-State Wealth Management Teams, 2023-2024
  • Jason Kraemer, Forbes Best-in-State Wealth Advisors, 2020-2024

Honored to be Recognized in Forbes

All of us at First Choice Wealth Mangement are proud to share that our team has been included on the 2024 Forbes Best-in-State Wealth Management Teams list. This list recognizes teams who excel at helping clients focus on their long-term financial goals – And we’re proud to say that is our No. 1 priority. Thank you to our clients for your loyalty and for the opportunity to continue to serve you.