Broker Check

Our Team

Experience, Diversity and Attention to Detail . . .

Dave Spence and Jill Bertke, as partners of different ages and genders, with over four decades of combined learning - and teaching - experience and multiple professional credentials, offer much to assist their clients with their financial goals. The approach begins with a focus on financial planning, identifying client goals, objectives, attitudes, tolerances and concerns, then exploring tax and financial concepts and strategies that may be appropriate for them as unique individuals . . . all before investments are even considered.

David Spence, CPA, CLU, CFP® Practitioner  

LPL Branch Manager


Dave Spence, co-founder and Managing Member of Palladium Wealth Management, LLC, is a CPA, a Certified Financial Planner® Practitioner and a Chartered Life Underwriter. Dave specializes in estate planning, business succession...

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Jill Bertke

Financial Consultant


Jill Bertke, financial consultant and co-founder of Palladium Wealth Management, LLC, has almost 20 years of experience in the financial industry. Jill specializes in long term care, investment selection/analysis, and financial...

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