Bio
Strategic Partner & Advisor
Journey Strategic Wealth
Ryan Simpson
Investment Operations Manager
New York & New Jersey
Karen Samuels
Investment Operations Manager
Journey Strategic Wealth
Amanda Pasquale
Investment Operations Manager
Journey Strategic Wealth
Jason Sangekar CFA®
Managing Director, Capital Markets
Journey Strategic Wealth
Erin Moeller
Chief of Staff
Journey Strategic Wealth
Charles Britton
Strategic Partner & Advisor
Journey Strategic Wealth
Penny Phillips
President, Partner
New York & New Jersey
Brian Flynn
Financial Advisor, Partner
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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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