The Team
Who We Are
Bradley Krull
Advisor, Financial Planner and Co-Owner
Brad is a dedicated financial professional that has been in the industry for 15 years. While working for a major bank he finished his University Degree from Mt. Royal and worked towards his Certified Financial Planning designation. He is passionate about helping people reach their financial goals. He does this by spending time with each and every client that he meets ion order to fully understand who they are and what drives them.
The best part of his day is meeting with clients and learning more about who they are and what they are excited about. When he is not at the office he enjoys spending time with is family, attending his children's dance competitions, golfing, biking, and camping.
403-619-9818
Ashley Goertzen
Advisor and Co-Owner
I am Ashley Goertzen, co-founder of Ammolite Wealth Management and an Investment Specialist with more than 15 years of experience in financial planning and portfolio management. Since beginning my career in financial services in 2008, I have been driven to deliver high-quality and transparent investment solutions that help clients achieve both financial and life goals.
Over the years, I have built lasting relationships with individuals and families who trust me to help grow and protect their wealth. In recent months I have acquired my Wealth Management Essentials (WME) designation and a Certificate in Advanced Financial Advice (CAFA). I am continually expanding my expertise to ensure clients receive thoughtful and forward-looking strategies tailored to their needs.
What truly motivates me is seeing clients succeed; I love watching their confidence grow and their goals become reality. I take pride in being more than just an advisor. I am a long-term partner and advocate for financial well-being.
Outside of the office, I cherish spending time with my daughter, Jessica. We enjoy exploring Fish Creek Park and frequenting local playgrounds and splash parks. I am passionate about fitness activities including hiking, cycling, and exploring Calgary’s natural beauty. Future trips I am dreaming about: Grenada and Gozo!
Fun Fact: I became a self-made millionaire at the age of 30; I am proof that discipline, planning, and smart investing can lead to extraordinary results.
403-970-0887
Lisa Black
Advisor, Financial Planner and Co-Owner
Hi.
When we meet you will instantly see that I have the experience and stability that you are looking for.
I have been in the industry since 1989 working primarily with business owners for the first half of my career and then moving to work also with their families - grandparents and children.
Transitioning wealth is my passion.
Whether it is a business succession plan or helping families through each generation to understand the gift and burden of wealth and ensuring they can continue to be stewards for the next generation - this is where I thrive.
What makes me stand out is my passion and visionary ideas in planning that help unlock and create new paths and ways for you to understand your wealth and achieve your dreams.
I am a Certified Financial Planner - CFP. I don't just create a financial plan I create a life plan that you can understand that is unique to you and your family.
There are many reasons to choose me. It is likely that you will choose me because of my time in the industry that has allowed me to have many contacts that can help you without me being tied to any one company.
I am agnostic to who we partner with. I always choose the right solutions for you.
Our goal for investments is to grow and protect your wealth - your legacy. Over time ensuring that we keep an eye on securing your legacy by exploring ways to transfer that wealth in a tax efficient manner to an educated next generation so that they can continue to be stewards of your family's legacy.
Finally, you will receive open and direct communication from me. This will allow us to have a strong relationship built on trust.
Outside of the office I enjoy walking in our beautiful Calgary parks. My husband - James and I also love to travel. We do have a mother-in law suit in our home and we have the pleasure of living with Anna - James's mother.
When it comes to helping you achieve your goals, I am the right partner not just because of my years of work experience but also because of my life experience.
I look forward to seeing you soon.
403-200-1726