At JourneyTree, our friendly, experienced professionals provide customized financial plans and wise investment management. We help you prepare for your future, so you can enjoy the present.
Jonathan founded JourneyTree in 1993 because of his passion for helping people make smart financial decisions…
Jennifer’s 20 years of administrative and customer service experience helps her serve clients and keep the office running smoothly…
Are you looking to hire a financial advisor who can help you achieve your financial goals? Conducting a successful interview is crucial in finding the…
We are often asked how election results might impact a clients’ investments. They are concerned that if one party or the other wins an election,…
Life is unpredictable. Whether it’s an unexpected illness, an accident, or other unforeseen event, being prepared for such circumstances can significantly reduce stress and provide…
