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.



Our advisors

Dana Marie Ferrell

BFA, CLU®, ChFC®, APMA, CEPA®

Private Wealth Advisor

Chief Executive Officer of Servitium Wealth Management
Learn more about Dana Marie Ferrell Visit Dana Marie Ferrell's website

Alahna Miranda

BFA, APMA

Financial Advisor

Financial Planning Specialist
Learn more about Alahna Miranda Visit Alahna Miranda's website

Chelsea Johnson

Financial Advisor

Chief Operating Officer of Servitium Wealth Management
Learn more about Chelsea Johnson Visit Chelsea Johnson's website

Rebecca Wakefield

CFP®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Rebecca Wakefield Visit Rebecca Wakefield's website


Our team

Angel Woo

Angel Woo

Client Service Manager

Liam Gillman

Liam Gillman

Client Service Specialist

Micheal Okerlund

Micheal Okerlund

Financial Planning Specialist