STERK FINANCIAL SERVICES - Key Persons

Addie Johnson

Job Titles:
  • Paraplanner

Amy Heaton - CFO, COO

Job Titles:
  • CFO
  • COO

Carina Rios

Job Titles:
  • Accountant

Jodi Lamprecht

Job Titles:
  • Client Service Specialist

Julie Chadwick

Job Titles:
  • Financial Planner

Karen Van De Steeg

Job Titles:
  • Advisor
  • Associate

Kathy Banys

Job Titles:
  • Administrative Coordinator

Kelsey Bankey - Chief Investment Officer

Job Titles:
  • Investment Director

Laurie Lake

Job Titles:
  • Client Services Manager

Mary Sterk - CEO, Founder

Job Titles:
  • CEO
  • Founder

Maureen Voller

Job Titles:
  • Operations Specialist

Rose Colella

Job Titles:
  • Communications Manager