Meet the Precision Wealth Team

A team is only as strong as its weakest member, which is why, at Precision Wealth, every member of our Wealth Team is an experienced and trusted member of the industry. After all, we aren’t just expert financial advisors – we understand the unique balancing act that living wealthy requires in our own lives. Our skill, understanding and experience will ensure that your financial plan and portfolio are designed with your individual long-term goals and financial security in mind. Get to know the members of our Wealth Team below.

Wealth Advisors

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Cliff Broetz, CSA

Wealth Advisor
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Stuart Kirk, CIM®

Wealth Advisor
Carly Broetz Wealth Advisor

Carly Broetz, BBA

Wealth Advisor
Jake Steele Wealth Advisor

Jake Steele

Wealth Advisor

Wealth Team

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Tracy Levirs, RDA

Licensed Assistant, Client Service Manager
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Leanne King

Licensed Assistant, Client Service Manager
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Jessica Broetz

Licensed Assistant, Client Service Manager
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Louise Kirk

Administrative Assistant
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Natalie Smith

Administrative Assistant
Shannon Benoit

Shannon Benoit

Licensed Assistant, Client Service Manager

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