Meet the Precision Wealth Team
A team is only as strong as its weakest member, which is why at Precision Wealth, every member of our Wealth Team is an experienced and trusted member of the financial services industry. After all, we aren’t just expert financial advisors – we understand the unique balancing act that living wealthy requires in our own lives. Our skill, understanding and experience will ensure that your financial plan and portfolio are designed with your individual long-term goals and financial security in mind.
Get to know the members of our Wealth Team below.
Wealth Advisors

Cliff Broetz, CSA
Wealth Advisor

Christopher Briggs, RRC®
Wealth Advisor

Carly Broetz, BBA
Wealth Advisor
Wealth Team

Tracy Levirs, RDA
Licensed Assistant, Client Service Manager

Leanne King
Licensed Assistant, Client Service Manager

Jessica Broetz
Licensed Assistant, Client Service Manager
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