Bio
Journey Strategic Wealth
Beth Brigadier
Director of Advisor Services
Journey Strategic Wealth
Paul Vella
Senior Investment Strategy Associate
Journey Strategic Wealth
Cody Capobianco
Investment Analyst
Journey Strategic Wealth
Ryan Simpson
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
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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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