Wealth Advising Team
Meet Our Wealth Advising Team
Albion Financial Group’s Senior Wealth Advisors work with clients to ensure their financial concerns are addressed in an integrated fashion, that pieces of the overall plan are working in concert, and that tactical changes are made to stay on track toward each client’s goals. They guide long-term financial success through years of good decisions. As part of this process, an Investment Policy Statement is developed, which becomes the blueprint for the efforts of the investment team’s work on the client’s behalf.
Sarah Bird, CFP®
Senior Wealth Advisor
Member of NAPFA
Trauma of Money Certified™
Liz Bernhard, CFP®, MBA
President
Senior Wealth Advisor
Member of NAPFA & SLEPC
Certified Divorce Financial Analyst®
Member | Albion Board of Directors
Danielle Gregory, CFP®
Senior Wealth Advisor
Member of NAPFA
Michelle Buxton, CFP®
Senior Wealth Advisor
Member of NAPFA
Patrick Lundergan, CFP®
Senior Wealth Advisor
Certificate in Blockchain and Digital Assets®
Member of NAPFA & SLEPC
Brad Curtis, CFP®
Senior Wealth Advisor
Accredited Financial Counselor®
Member of NAPFA
Anders Skagerberg, CFP®, EA
Senior Wealth Advisor
Enrolled Agent
Member of NAPFA
Jackson Watson, CFA®, CFP®
Senior Wealth Advisor
Natalie Richards, CFP®
Financial Planner
Member of NAPFA
Heath Heavy, CFP®
Financial Planner
Trader
Analyst
