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COMPANY PROFILE

Wealthspan Investment Management was founded by a team of highly experienced investment advisory professionals.  Before starting Wealthspan, the management and advisory team helped grow a small, start-up firm from less than $100M to over $4B in managed client assets in a short 5-year period of time.  This experience has allowed them to provide a great platform for skilled, independent advisors to best serve their clients without proprietary products, expensive technology fees, or conflicts of interest. 

20 +

Years

Experience

0

Proprietary

Investments

$0

Technology

Fees

4

Experienced

Partners

the team

OUR LEADERSHIP TEAM

Our leadership team is made up of industry leaders who have a great reputation for being honest, working with integrity, and serving their clients well.

Jeff Stukey Headshot

Jeff Stukey

President

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Cortnie Pannill Headshot

Cortnie Pannill
VP of Operations

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Investment Committee

This is our team of investment experts who help us create, monitor, and update the models and allocations that we use to help clients grow and protect their assets.

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