Meet Our Team
Team
The Team
We believe one advisor alone cannot stay in touch with the markets, advise you on your investments, communicate with you, and at the same time handle all other client responsibilities. When you work with our firm, you work with our entire team of coordinated specialists who work together to advise you on your customized wealth strategy.
Nate Frazie
Wealth Manager
Jeremy Frazie
Founder & CEO
Our diverse team of financial specialists enables us to think with different viewpoints and make sure we have looked at every opportunity possible for you.
With our coordinated team approach, one advisor is always watching your portfolio, another keeping you on track with your financial goals, and a team member calling you to check-up on your current situation.
Frazie Wealth Management gives you talented people to work with who are passionate about their area of your financial situation. Why have just one advisor when you can work with our entire team of specialists?
Erika Frazie
Business Ops./Office Manager
Keldon Bowling
Client Relationship Manager
Carrie Roe
Relationship Manager
Payne Suter/FWM Partnership
When you work with our firm and strategic partners, you gain access to our entire team of coordinated specialists who collaborate to advise you on your customized wealth strategy.
Our partnership with Payne Suter, CPA’s & Company allows us to fulfill our client’s growing need for advanced tax planning, business planning, and asset protection. Reciprocally, we’re extending our wealth management services to Payne Suter, CPA’s & Company’s clients.
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Our Partner
Your Next step
Get Started Today
Get custom financial planning for a transparent price and never have to worry about being pitched life insurance or annuity products.
Refreshing, right? At Frazie Wealth, you’re in control.
After a brief Discovery call, you decide if we’re a good fit. If you choose to move forward, we’ll help you create an actionable plan for your perfect retirement. The way we see it, you deserve to retire on your terms without confusing pricing or sales pitches.
Partners
Meet our Wealth Advisor Partners
John Halterman
Certified Wealth Strategist
Carl McClurg
Wealth Manager