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.

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Cliff Broetz, CSA

Wealth Advisor, Leader of Strategic Development

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Christopher Briggs, RRC®

Wealth Advisor, Managing Director

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Carly Broetz, BBA

Wealth Advisor, Managing Director

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Jake Steele

Wealth Advisor, Managing Director

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Iwona Nicastri, CFP®

Wealth Advisor, Managing Director

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Natalie Holloway, CFP®

Wealth Advisor

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Tracy Levirs

Client Service Manager, Licensed Insurance Assistant

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Leanne King

Client Service Manager, Licensed Insurance Assistant

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Jessica Broetz

Client Service Manager

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Krista Grossman

Client Service Manager, Licensed Insurance Assistant