Element Wealth, A Ross & Yerger Company Information
Contact top employees from
Element Wealth, A Ross & Yerger Compa...
Summary
Element Wealth is founded on the principle that clients come first. Our team puts you ahead of corporate objectives. Our process and recommendations are based on aligning the best ideas with your obje...Show more
Industries
Financial Services
Headquarters Location
Employees Size
1-10 employees
Founded
2017
Employees Turnover 3 quarter 2025
Length of Employment
Employee tenure at Element Wealth, A Ross & Yerger Company shows a diverse range of experience levels:
14% have been with the company for less than 1 year14% for 1–2 years14% for 3–4 years43% for 5–7 years14% for 8–10 yearsContact top employees from
Element Wealth, A Ross & Yerger Compa...
Juli Ann Marquette
Strategic Development & Client Advocacy
Loretta Packer
Support Associate
Jeremy Nelson
President
Lance Heisler
Investment Advisor Representative
James Bailey
Investment Advisor
Susan Neese
Retirement Plan Client Service Manager
Sarah Pehler
Wealth Management Advisor Associate
Sherry McFarland
Client Services Manager
Chris Dominguez
Private Wealth Advisor
Joe Munchel, RICP®
Chief Compliance Officer/Financial Advisor
Stacie Hurt
Senior CSA
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FAQ
Element Wealth, A Ross & Yerger Company operates in the Financial Services industries. More details can be found on the official website: myelementwealth.com.
The headquarters of Element Wealth, A Ross & Yerger Company are located in Ridgeland, United States.
Element Wealth, A Ross & Yerger Company currently employs 1-10 people.
