Gertsema Wealth Advisors Celebrates Team Promotions and New Hire
SAINT JOSEPH, MO / AGILITYPR.NEWS / March 24, 2026 / Saint Joseph financial planning and investment management firm builds professional team serving individuals, families, and business owners
Gertsema Wealth Advisors (GWA), an independent SEC Registered Investment Advisor (RIA) and financial planning firm, today announced promotions for wealth advisors within the firm, in addition to recently hiring a new Associate Wealth Advisor. Cristina Wiebelt-Smith, CPA, RICP® and Jaymon Meikle, CFP®, ChFC®, RICP® were promoted to Senior Wealth Advisor, and Andrew Spitzer-Fox has been promoted to Associate Wealth Advisor. Dalton Preston, ChFC®, has been added to the team as an Associate Wealth Advisor.
CHANGING CAREERS TO HELP SERVE CLIENTS' FINANCIAL GOALS
Cristina Wiebelt-Smith, CPA, RICP®, has been part of the GWA team since 2021 and has 30 years of experience in the financial industry. She is known for her thoughtful, proactive approach and dedication to helping clients make confident financial decisions, whether they are preparing for retirement, managing cash flow, starting or selling a business, or planning for charitable giving. Wiebelt-Smith is a graduate of Oklahoma State University, where she earned both a Bachelor’s and Master’s degrees in Accounting, with an emphasis in tax. After spending much of her career in tax preparation, she made a midlife career change in 2020 to focus more directly on partnering with clients to help them work toward their financial goals.
“The most rewarding part of this work is helping people understand their options and giving them the confidence to move forward and pursue the life they want,” said Weibelt-Smith. “I’m excited to step into the role of Senior Wealth Advisor and continue working alongside a team that truly cares about our clients.”
Learn more about her at www.Gertsema.net/team-members/Cristina-Wiebelt-Smith.
FOCUSING ON THE PRESENT, PREPARING FOR THE FUTURE
Jaymon Meikle, CFP®, ChFC®, RICP®, brings 13 years of financial industry experience to the team. Being a part of GWA for 4 years has allowed Meikle to bring his client-first mindset, along with a strong background in insurance and his many years in financial planning, to help clients prepare for the future while still enjoying life today. Meikle earned his Bachelor of Science in Business Management from Western Governors University and is a member of the Financial Planning Association.
“Helping clients build a plan that allows them to enjoy life today while preparing for tomorrow is what makes this work so meaningful to me,” stated Meikle. “I’m honored to step into the role of Senior Wealth Advisor and to continue serving our clients alongside such a dedicated team.”
Learn more about him at www.Gertsema.net/team-members/Jaymon-Meikle.
USING ANALYTICAL SKILLS TO HELP CLIENTS NAVIGATE THEIR FINANCIAL JOURNEY
Andrew Spitzer-Fox’s time with GWA has been a short 2 years, but in that time, he has been recognized for his analytical problem-solving, organization, and friendly, understanding approach, which makes the financial planning process seamless and empowering. Spitzer-Fox, who earned his Series 65 registration in November 2025, graduated from Missouri Western State University with a Bachelor of Science in Business Administration, specializing in Finance. He placed third at the National Leadership Conference in Chicago for Phi Beta Lambda (PBL) in the Business Decision Making competition.
“I’m grateful for the opportunity to continue growing with the Gertsema Wealth Advisors team as an Associate Wealth Advisor,” said Spitzer-Fox. “Being part of a firm that values collaboration, learning, and truly serving our clients has been an incredible experience, and I look forward to continuing to support our clients as they work toward their financial goals.”
Learn more about him at www.Gertsema.net/team-members/Andrew-Spitzer-Fox.
FIDUCIARY RULE AND THOUGHTFUL PLANNING GUIDE RETIREMENT STRATEGIES
Dalton Preston, ChFC®, is the newest addition to the team, joining as an Associate Wealth Advisor. Preston brings nearly a decade of experience in financial services, including extensive work within the independent Registered Investment Advisor (RIA) space. Throughout his career, Preston has built a reputation for thoughtful financial planning, disciplined investment management, and a strong commitment to fiduciary responsibility. Most recently, he served as a financial advisor at Eagle Strategies, where he helped individuals and businesses with retirement plans by providing personalized strategies to pursue their long-term financial goals. He previously held senior trading and portfolio management roles at Dakota Wealth Management and Castle Wealth Management, where he gained deep experience in investment research, trading operations, and portfolio oversight. Preston earned his Bachelor of Science in Business Administration, Finance, and Banking from the University of Missouri.
“I'm excited to join Gertsema Wealth Advisors! The team’s collaborative approach, commitment to integrity, and thoughtful financial planning process align with my own values,” Preston stated. “I’m looking forward to contributing to the work they do for families in this community. I'm excited to begin building relationships with clients and helping them pursue their financial and retirement goals with clarity and confidence.”
“The growth of our team is one of the most exciting parts of what we’re building at Gertsema Wealth Advisors,” said Nick Gertsema, CEO and Wealth Advisor. “Cristina, Jaymon, and Andrew have each demonstrated a deep commitment to serving our clients and supporting one another as a team. Adding Dalton helps strengthen that foundation even further. We’re proud to continue building a team dedicated not only to our clients’ well-being, but also to the community we’re privileged to serve.”
ABOUT GERTSEMA WEALTH ADVISORS (GWA)
Gertsema Wealth Advisors is an independent wealth management firm focused on helping individuals, families, and business owners plan with clarity and confidence. Founded in 2018 by Mike Gertsema to provide fee-based planning that puts the client first and focuses on holistic planning before investing. Today, GWA has a multigenerational team led by CEO and Wealth Advisor Nicholas (Nick) Gertsema, supported by several additional wealth advisors and a dedicated operations and client service staff, allowing the firm to offer personalized strategies for retirement, tax and estate planning, risk management, and more. The team emphasizes education, transparency, and making the complex simple so clients can clearly understand and feel confident about what is happening with their money. To learn more about the firm’s guiding principles and service offerings, visit www.Gertsema.net.
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