Meet The Crew

The Sailer Financial crew has over 70 years of combined financial services experience and a steadfast commitment to your future!

Crew Members

Jeremy Hutzel, CFA, CFP®

Jeremy leads Sailer Financial's team-oriented and consultative approach to holistic financial planning.

Jenny Wilson, CFP®
Dir. of Financial Planning

Jenny is Dir. of Financial Planning with an emphasis on retirement, education, & insurance.

Andy Michael, CFA
Portfolio Manager

Andy participates in delivering comprehensive financial planning, investment advice, and portfolio management.

Jamie Young, FPQP™
Client Services Manager

Jamie offers over 20 years of experience in the financial planning and insurance industries as the Client Services Manager.

Pamela NP Talley, CFP®
Financial Planning Associate

Pamela helps organize the Sailer Financial Navigator™ and researches technology advancements to aid in planning.

About Us

Sailer Financial is dedicated to providing comprehensive financial planning and customized wealth management solutions. Our model for success is to offer fee-based advisory services through a team of experienced and dedicated CERTIFIED FINANCIAL PLANNER™ certificants who work together on our clients' investment, insurance, education, and estate planning needs.

Business Continuity Plan

As part of our commitment to providing our clients with the highest level of service, advice, and information regarding their financial assets, Sailer Financial developed a business continuity plan designed to minimize the effects of any significant business interruption. Since the timing and extent of these disruptions are unpredictable, we have developed a flexible plan to address numerous situations, including the untimely death or disability of our principals.

Download a copy of Sailer Financial's Business Continuity plan

Current ADV

Below are copies of our investment advisor's most recent Form ADV.

Download a copy of Sailer Financial's Form ADV Part 2A

Download a copy of Sailer Financial's Form ADV Part 2B