Brett E. Jenson, ChFC®, CFP®, CIMA®, CBEC®
Partner - Private Wealth Advisor
Brett Jenson is a Private Wealth Advisor with Method Wealth. He is also affiliated with Sagemark Consulting, a marketing name for Osaic Wealth, a full-service wealth management firm...
J. Todd Anderson, CFP®
Private Wealth Advisor
Brandon Nelson, CFP®, ChFC®, AEP®, CRPC®, CBEC®
Private Wealth Advisor
Brandon Nelson has earned the CERTIFIED FINANCIAL PLANNER™ Professional certification and is a member of Sagemark Consulting within Osaic Wealth. He provides comprehensive fee-based financial planning and assists...
Jordan Andrew, MS-PFP, CFP®, MPAS®, CRPC®
Private Wealth Advisor
Jordan Andrew is a Private Wealth Advisor and member of Sagemark Consulting within Osaic. He provides comprehensive fee-based financial planning and assists business owners and affluent families in...
Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.
No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.
Client Centered
Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.
Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.