ABOUT JUNCTUREBuilt on Integrity.
Driven by Your Goals.
At Juncture Wealth Strategies, we believe financial stewardship is founded on transparency, diligence, and trust. Our focus is to support business owners, families, and high-net-worth individuals as they navigate significant financial milestones and decisions.
We take a collaborative approach to wealth management, taking time to understand your unique priorities before crafting a tailored strategy. Whether you are expanding an enterprise, preparing for retirement, or organizing a multi-generational legacy, our team provides grounded perspective at every step.
Barry Rhonemus
Managing Partner, Founder
Jana LaVanway, CFP®
Senior Wealth Advisor
Connor Smith CFP®
Senior Wealth Advisor
Hannah Chapman, APMA®, CRPC®, CFP® X² Wealth Planning
Senior Wealth Advisor
Allison Spangler
Senior Wealth Advisor
Dan Owens
Senior Wealth Advisor
Jack Barker, JD, CPA, CTFA
Chief Fiduciary Officer
Brad Haines, CFA, FRM
Chief Investment Officer
Wanda Stapley
Senior Client Manager
Kristen Benson
Office Manager/Senior Client Relationship Manager
Michelle Brock
Sr. Client Service/Operations Manager
Understanding Your Net Worth
Your net worth provides a snapshot of your overall financial position and can offer a helpful starting point for thoughtful financial planning.
Understanding Capital Gains
Understanding how capital gains may affect your financial picture can help you make more informed decisions when managing investments and planning for your financial goals.