Investors Advisory Management Group is a private wealth advisory practice helping clients in making decisions with their investments and goals in alignment with what is important to them. We work with clients who want to feel more confident, prepared and believe they are living the plan. Our commitment to clients resonates throughout our culture, industry knowledge and personalized client experience.


Our advisors

Matthew Beck

CFP®

Financial Advisor

Managing Director of Investors Advisory Management Group
Learn more about Matthew Beck Visit Matthew Beck's website

Seth Parker

BFA, CLTC®, CPWA®

Private Wealth Advisor

Chief Executive Officer of Investors Advisory Management Group
Learn more about Seth Parker Visit Seth Parker's website

Christopher Lebert

Associate Financial Advisor

Learn more about Christopher Lebert Visit Christopher Lebert's website

Lindsay Sherritt

Financial Advisor

Marketing Manager
Learn more about Lindsay Sherritt Visit Lindsay Sherritt's website


Our team

Courtney Giese

Courtney Giese

Client Service Coordinator

Personal Intro

My Top 5 Values:

  • Family
  • Friendship
  • Happiness
  • Loyalty
  • Meaningful Work
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Julie Kearney, CRPC®

Julie Kearney, CRPC®

Paraplanner,

Client Service Coordinator

Personal Intro

My Top 5 Values:

  • Challenges
  • Family
  • Integrity
  • Relationships
  • Health

Qualifications

  • CRPC® - Chartered Retirement Planning Counselor
  • Series 7 - General Securities Representative Examination
  • Series 66 - Uniform Combined State Law
  • Insurance - Life, Health and Annuities (MN)
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Amanda Oestreich

Amanda Oestreich

Financial Planning Assistant

Qualifications

  • My top 5 values:
  • Relationships
  • Integrity
  • Achievement
  • Challenges
  • Excitement
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Jody Warren

Jody Warren

Client Service Coordinator,

Financial Planning Assistant