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Meet The Team

MEET THE EXPERIENCED PROFESSIONALS AT INTANDEM FINANCIAL WHO WILL COLLABORATE WITH YOU AND YOUR FAMILY TO HELP MAKE A SECURE FINANCIAL FUTURE A REALITY.

Christopher J Boushell CFP®, ChFC®, WMCP®

Partner and Private Wealth Advisor

Jay Broeg CFP®, ChFC®

Partner and Private Wealth Advisor

Matt Krise CFP®, RHU®, REBC®

Partner and Private Wealth Advisor

Patrick D Whalen CLU®, ChFC®

Financial Advisor

Ronnie Frey CFP®, CLU®, ChFC®, CAP®, CFA®

Chief Financial Planning Officer

Traci Keiffer

Chief Experience Officer

Minta Krise

Chief Operating Officer

Ryan Feenstra

Growth and Marketing Associate

Heather Jordan Havighurst CFP®, ChFC®, RICP®

Associate Private Wealth Advisor

Ben Hershey CRPC®, CFP®

Associate Private Wealth Advisor

Dione Kehew

Director of Insurance Operations

Kaitlyn E Nye

Director of Client Services

Cameron Scott O Berry

Associate Private Wealth Advisor

Evan R. Pennypacker CFP®, ChFC®, WMCP®, RICP®

Director of Private Wealth Planning

Jennifer Reed

Director of Client OnBoarding & Operations

Kristy Rosenberger CFP®, ChFC®

Associate Private Wealth Advisor

Deb Warner

Director of Client Development