We are Upper Left Wealth Advisors.
We’re here to help you grow and protect your wealth, so you can live life on your terms.
Get to know the team below, send us a note, or schedule a call anytime.
Chris Delaney
Chris has spent his entire career helping people with their financial futures. After working in home finance, his desire to do more for his clients moved him to financial planning. . .
Craig Armstrong
Since 2013, Craig has been helping people create financial plans that put their money to work. He listens carefully to his clients’ values. . .
Megan Okonski
For over 17 years, Megan has attended to client needs and listened to their stories. She’s inspired by the big impact. . .
Shannon Engelhardt
Shannon has been supporting advisors and clients for over 15 years. She finds joy in building more meaningful relationships. . .