Articles from Gertsema Wealth Advisors
Gertsema Wealth Advisors (GWA), an independent SEC Registered Investment Adviser (RIA) and financial planning firm, today announced they will host a special Mid-Year Outlook on Wednesday, July 15, featuring Ryan Detrick, CMT, Chief Marketing Strategist at Carson Group. Detrick, who is also a CNBC contributor, is visiting to help local investors and community members better understand what the markets have done so far this year and what may lie ahead.
By Gertsema Wealth Advisors · Via Business Wire · June 30, 2026
Gertsema Wealth Advisors (GWA), an independent SEC Registered Investment Advisor (RIA) and financial planning firm, today announced promotions for wealth advisors within the firm, in addition to recently hiring a new Associate Wealth Advisor. Cristina Wiebelt-Smith, CPA, RICP®, and Jaymon Meikle, CFP®, ChFC®, RICP®, were promoted to Senior Wealth Advisor, and Andrew Spitzer-Fox has been promoted to Associate Wealth Advisor. Dalton Preston, ChFC®, has been added to the team as an Associate Wealth Advisor.
By Gertsema Wealth Advisors · Via Business Wire · March 24, 2026