OUR TEAM

OUR TEAM

At McGee Wealth Management we are dedicated to serving you.
Our team has years of experience to provide you with the right financial advice.

Certified Financial Planner™

Certified Financial Planner™

Office Manager

Paraplanner

VITA NICKEL

Client Service Associate

STEVEN LEAR

Client Service Associate

Client Service Associate

Administrative Assistant

Administrative Assistant

GARRETT MOULDER

Administrative Assistant

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At McGee Wealth Management we are dedicated to serving you.
Our team has years of experience to provide you with the right financial advice.

Certified Financial Planner™
Certified Financial Planner™

Office Manager

Paraplanner

VITA NICKEL

Client Service Associate

STEVEN LEAR

Client Service Associate

Client Service Associate

Administrative Assistant

Administrative Assistant

GARRETT MOULDER

Administrative Assistant

Check the background of investment professionals on

United in expertise, driven by passion, dedicated to excellence.

OUR BROKER DEALER

McGee Wealth Management is an independent financial services firm. We have made a choice to work with Cambridge Investment Research, Inc. because they allow us the flexibility to choose products and services that are best tailored to meet the needs of our clients. There are no corporate interests or sales quotas to meet, which allows us to prioritize the best interests of our clients above all else.

Cambridge Investment Research, Inc. is a privately controlled financial solutions firm focused on serving independent financial advisors and their investing clients. Cambridge is a national corporation with a registered investment advisor and an industry-leading independent broker-dealer.

Known as The Fee Experts®¹, Cambridge provides a broad range of choices regarding financial solutions and we choose the customizable experience that best meets the needs of our clients. Cambridge continues to support traditional commission options while significantly expanding their flexibility and footprint within the advisory segment as they focus their innovation efforts on fees.

Remaining independent and privately controlled has long been part of Cambridge’s plan.

1The Fee Experts® is a registered trademark of Cambridge Investment Research, Inc. for its investment advisory service for investment managers.

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