Management Partners

Andrea L. Blackwelder, CFP®, ChFC®

 

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Born and raised in a small town in Eastern Colorado, I am a native of Colorado.  My family history shows generations of entrepreneurs in a variety of industries. 

I completed my undergraduate degree at Roanoke College in Salem, Virginia.   A major in Business Administration with a focus on finance prepared me well for a career in a finance-based industry.  While at Roanoke College, I spent a semester studying in London, England at Regent’s College and European Business School.  I graduated Magna Cum Laude with Honors......(read more)

 

 


Joseph D. Clemens, CFP®

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As one of the founding partners of Wisdom Wealth Strategies, my goal is to help clients prepare financially for the various stages of life. I specialize in working with families, college planning, and small-business retirement planning. 

My financial planning practice is focused on educating my clients in order to create a plan tailored to their specific goals. I believe I can best help clients navigate the financial complexities by building a tailored plan unique to one’s needs throughout all phases of life. Once a customized strategy is in place, clients can rest assured knowing Wisdom Wealth Strategies is keeping their goals on track..... (read more)

 

 

 


Maggie M. Kirchhoff, CFP®, MBA

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I have worked with individuals, people in business and families for many years.  My approach has always been comprehensive, as I take into consideration my clients' entire financial condition, including: tax, insurance, estate planning, investments, retirement planning, and cash flow....(read more)

Firm Brochure

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