Meet the Team

The Team Committed to Your Financial Success

Achieva Wealth Advisors is a dedicated team of advisors and investment professionals committed to providing the guidance you need to make informed financial decisions and build a secure future.

Wealth Advisors

Dawn Demers

Vice President, Wealth Advisor

Becky Fisher

Vice President, Wealth Advisor

Steve Nordbeck,
^{CERTIFIED FINANCIAL PLANNER™}

Vice President, Wealth Advisor

Dave Turner,
^{CERTIFIED FINANCIAL PLANNER™}

Vice President, Wealth Advisor

Craig White

Vice President, Wealth Advisor

Associate Wealth Advisors

Eric Caplinger

Associate Wealth Advisor

Michael Costello

Associate Wealth Advisor

Michael Latimer

Associate Wealth Advisor

Client Service

Dawn Gantt

Registered Wealth Service Associate

Christina Pelletier

Registered Wealth Service Associate

Bradley Palmer

Wealth Service Representative

Burdell Ramsey

Wealth Service Representative

Leadership

Brett Harner

Vice President, Program Manager

Shawna Nelsen

Director, Wealth Service Operations

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About Us

Achieva Wealth Advisors is a fiduciary planning firm dedicated to helping you feel confident in your wealth.

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Our Process

We provide a framework for making decisions collaboratively and monitoring their outcomes over time.

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Contact Us

You can unlock your passions and live a fulfilling life at every stage. Are you ready? Schedule an appointment.

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