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Jaycob Keuning

Certified Financial Planner™ at Straight Path Wealth Management

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I am an experienced Financial Planner who is passionate about helping clients achieve their financial goals. I work with both retirees and those on the path to retirement to create person...

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STRAIGHT PATH WEALTH MANAGEMENT

STRAIGHT PATH WEALTH MANAGEMENT

  • description Description
    We are a registered investment advisor that strongly upholds the fiduciary standard (always do what is best for the client). We work with hundreds of clients to help ensure their happy and su...

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  • Employees count Employees 11-50
  • Revenue Revenue 5 Million to 10 Million
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Straight Path Wealth Management Org Chart and Mapping

Employees

Ken Welch

CPA & Wealth Advisor

Madelyn Rozeboom

Financial Planning Associate

Jaycob Keuning

Certified Financial Planner™

David Lutz

Senior Wealth Adviser

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  • Email  :  j****@straightpathwealth.com

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