Meet The Team

CJ Gettelfinger, AIF®

Investment Planner

“Nothing I have ever accomplished in my life that was easy was ever worth anything” – Greg Kampe

As an Investment Planner, I am committed to helping clients achieve their financial goals so they can get the most out of life. In doing so, I seek to create relationships that leave a lasting impact on both the client and myself.

I love the simple things of life and live by the motto that the best things in life come free. I enjoy listening to music by John Vincent III, spending time on a river fly fishing, writing, playing basketball, and traveling with my girlfriend Kyra. My life verse is 2nd Timothy 4:7: “I have fought the good fight, I have finished the race, and I have kept the faith.”

Designations & Certifications

Accredited Investment Fiduciary® (AIF®)

Accredited Investment Fiduciary® Designees can demonstrate that they have met educational, competence, conduct, and ethical standards to carry out a fiduciary standard of care and serve the best interests of their clients.