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9258 Wealth Management

Email address and contacts

Quick try with Jacob Petrie from 9258wealth.com

9258 Wealth Management company description

Our goal is to provide a level of investment advisory intellect and service that will help you achieve your short-term and long-term goals, such as retirement planning and thoughtful wealth creation.

Key Employees

  • Jacob Petrie
    Financial Advisor
  • Wayne Boggs
    Senior Tax Accountant
  • Stacy Fox
    Staff Tax Accountant

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New team members of 9258 Wealth Management

Bill Groth
Executive Vice President, Director - Estate Planning
Chris Dickey
9258 Wealth Management
Mark Dickey
Executive Vice President, Tax Manager
Clarissa Lichliter
Vice President, Director of Tax Services
Ron Evans
Executive Vice President, Director of Tax Services
Dean Johns, CFP
Executive Vice President & Director of Financial Planning
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