Bio
Strategic Partner & Advisor
Journey Strategic Wealth
Beth Brigadier
Director of Advisor Services
Journey Strategic Wealth
Paul Vella
Investment Analyst
Colorado
Jill Isbell, CFP® CFP®
Senior Financial Planner
Colorado
Yenni Cheshire, FPQP®
Client Services Associate
New York & New Jersey
Zach Mohr
Advisor
Seattle
John Mortola
Practice Consultant
Florida
Ted Albrecht CFP
Financial Advisor
Florida
Sheila Meneses
Client Services Manager
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to take the first step?
Whether you’re preparing for your legacy or have decades left to build, let Journey come alongside you to elevate your practice and give you the support as you bring last impact to your clients.
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