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COMPANY PROFILE

Wealthspan Investment Management was established by a group of highly skilled investment advisory experts. Prior to founding Wealthspan, the management and advisory team played a crucial role in growing a small start-up firm from less than $100M to over $4B in managed client assets in just five years. This valuable experience enables them to offer an exceptional platform for independent advisors to serve their clients without any proprietary products, costly technology fees or conflicts of interest.

Experienced Financial Expert Advisors

20 +

Years

Experience

0

Proprietary

Investments

$0

Technology

Fees

3

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

Jeff Stukey

President

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Cortnie Pannill

Cortnie Pannill
VP of Operations

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Jade Rossback

Jade Rossback
VP of Advisor Success

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