Jim Steel, CFA, CFP

Polaris Wealth

President and Portfolio Manager

Deanna Nicholls

Polaris Wealth

Associate

Baylor Crawford, CFA, CFP

Polaris Wealth

Associate Advising Representative

Art Johnson

Eddy Wealth

Advising Representative

Eric Contreras

Eddy Wealth

Advising Representative

Chris Turnbull, BA (ECONOMICS), CFA, CFP, TEP

The Index House

Advising Representative

Full Service Wealth Management

Schedule a meeting and begin your full service on-boarding with a portfolio manager. Minimum asset levels apply.

Contact Us

Questions? Contact us via email, telephone or schedule a meeting.