Meet the Team

At our firm, we have the client—and only the client—in mind.

We surround clients with collaborative problem solvers. We put the needs of our clients, the team, and our community above our individual desires.

Introducing your team, including strategic partners who provide a tremendous amount of support and experience. We’re the ones that make Journey Financial different.

LEAD ADVISOR

DAN TURNWALD

OWNER | FINANCIAL ADVISOR

567-376-9241

dan@yourjourneyfinancial.com

INVESTMENT COMMITTEE

ARILD HOLM, CFA

INVESTMENT COMMITTEE MEMBER*

SEAN PHILLIPS, CFA

INVESTMENT COMMITTEE MEMBER*

JARED SUTTON, CFA, CFP®

INVESTMENT COMMITTEE MEMBER*

JAMES WESSELS, CPA/PFS, CFA

INVESTMENT COMMITTEE MEMBER*

*Part of Financial Integrators

SUBJECT MATTER EXPERTS

MIKE BERRY, CFP®

RISK MANGEMENT SOLUTIONS*

ANDREW JENSEN

RISK MANGEMENT SOLUTIONS*

MATT BOEHNKE, CFP®

DIRECTOR OF FINANCIAL PLANNING*

ERIC JOHNSON, JD,† CPA, CLU, ChFC

DIRECTOR OF ADVANCED CASE DESIGN*

WENDY LILLY

RETIREMENT PLAN SERVICES*

QUENTIN SEFRIT

ASSET MANAGEMENT COORDINATOR*

EMILY TRIPP

FINANCIAL PLAN ASSOCIATE*

CINDY VANDENBURG

SENIOR INSURANCE SOLUTIONS SPECIALIST*

CYNTHIA BOYER

FULL SERVICE BOOKKEEPER*

Kelsey Rodgers

Sr. Operations Associate*

Micaela Chase

Director of Client Operations*

SALLY DERRICK

OPERATIONS ASSOCIATE*

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.