Financial peace of mind starts here.

Financial peace of mind starts here.

Welcome to JourneyTree

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.

Your Journey, Our Expertise
Meet our expert team
Jonathan

Jonathan Brandt, CFP®

Financial Advisor

Jonathan founded JourneyTree in 1993 because of his passion for helping people make smart financial decisions…

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Jennifer

Jennifer Paterson

Client Service Manager

Jennifer’s 20 years of administrative and customer service experience helps her serve clients and keep the office running smoothly…

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