Horst & Graben Wealth Management, LLC

Jamieson Grabenhorst is a financial advisor with Horst & Graben Wealth Management, LLC, holding a Series 66 designation and 24 years of industry experience. Prior to joining Horst & Graben in 2018, he worked at CGC Financial Services and Royal Alliance Associates, INC. Outside of his advisory role, he serves as a managing partner and limited partner in a commercial real estate venture, consulting on leasing, building maintenance, and finances. Horst & Graben Wealth Management provides advisory services to individuals, retirement plans, trusts, estates, and business entities, offering portfolio management, financial planning, and investor education. The firm employs a tactical asset allocation approach with diversified portfolios, emphasizing risk control through diversification and ongoing monitoring, managing approximately $796.5 million for about 1,183 clients.

Casey Cleveland is a CFP® and ChFC® with 23 years of experience in the financial services industry. He has worked at Horst & Graben Wealth Management, LLC since 2018, following prior roles at CGC Financial Services and Royal Alliance Associates, Inc. He holds a life and health insurance license and occasionally reviews insurance policies as part of his practice. Horst & Graben Wealth Management provides advisory services to individuals, retirement plans, trusts, estates, and business entities. The firm employs a tactical asset allocation strategy with diversified portfolios, emphasizing risk control and tax considerations, and manages a large asset base with a small advisory team.

Rebecca Phillips is a CFP® professional with over eight years of experience in financial services. She has been with Horst & Graben Wealth Management, LLC since 2023 and previously worked at Hotel California by the Sea and Starbucks. Horst & Graben Wealth Management provides advisory services to individuals, retirement plans, trusts, estates, and business entities. The firm employs a tactical asset allocation approach with diversified portfolios and emphasizes risk control through diversification, tax considerations, and regular portfolio monitoring.

Edward Truax is a ChFC® with 36 years of industry experience, currently serving as an advisor at Horst & Graben Wealth Management, LLC since 2019. He previously worked at Royal Alliance Associates, Inc. for 18 years and is president of Truax Consulting, Inc., a fixed life and long-term care insurance sales business he has operated since 2004. He also acts as an Affiliate Expert with the Bates Group LLC, providing expert assistance on insurance-related matters. Horst & Graben Wealth Management serves individuals, retirement plans, trusts, estates, and business entities with portfolio management, financial planning, and investor education. The firm employs a tactical asset allocation approach emphasizing diversification, risk control, and tax considerations, managing approximately $796.5 million for about 1,183 clients.