Acquire Wealth Management was founded by Brad Rice in 2005 with the fundamental objective of building a team of like-minded advisors, specializing in different areas to work with you based on your specific needs.

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(Left to Right): Brad Rice, Jenn Muzik, Curtis Champagne, Sharon Goodwin, Courtney Vertz, Yvan Freynet, Dave Jones

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Brad Rice

President – Acquire Wealth Management
Working in the financial services industry since 1989


Sharon Headshot 2021 (4)

Sharon Goodwin

Operations Manager
Working in the financial services industry since 1988


Rod Bloomerthumbnail (5)

Financial Advisor
Working in the financial services industry since 1985                                                                   


Dave Headshot (3) (1)

Dave Jones

Financial Advisor
Working in the financial services industry since 1990                                                                   

Mutual funds offered through Investia Financial Services Inc.


Ken LeviKen test

Financial Advisor
Working in the financial services industry since 1994


Yvan Headshot

Yvan Freynet

Financial Advisor
Working in the financial services industry since 2005


Jenn MuzikJenn Headshot 2021 (4)

Financial Sales Assistant
Working in the financial services industry since 2005                                                                       


Curtis ChampagneCurtis Headshot 2021 (6)

Financial Advisor
Working in the financial services industry since 2019

Mutual funds offered through Investia Financial Services Inc.


Courtney VertzCourtney V Headshot 2021 (4)

Financial Advisor
Working in the financial services industry since 2019


Greg Vertz

Senior Insurance Advisor
Working in the financial services industry since 1985


Greg Pedrick 

Financial Advisor

Working in the financial services industry since 2022