Our Ataraxis Team

At Ataraxis, we take customer service very seriously. Together, we are committed to providing exceptional customer service to all of our clients.

If you need to schedule an appointment or request any other service, we always welcome any questions, comments or concerns that you may have, so please feel free to reach out to us and we'll will gladly respond in a timely manner.

Photo of Wealth Management Advisor and Co-Founder Spencer Montgomery

Spencer Montgomery

CFP®, CLU®

Wealth Management Advisor and Co-Founder

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Photo of Wealth Management Advisor Justin Bassell

Justin Bassell

CLU®, ChFC®, RICP®

Wealth Management Advisor

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Photo of Director of New Business Ryan Parrish

Ryan Parrish

Director of New Business

Photo of Director of Investments Mikayla Howick

Mikayla Howick

Director of Investments

Photo of Chief Marketing Officer Angelina Leonetti

Angelina Leonetti

Chief Marketing Officer

Network of Specialists

Through Northwestern Mutual, we have access to a Network of Specialists. We help each other, share ideas and common values, and leverage each other's talents to help you achieve your personal dream of financial security.

Photo of Founder and Private Wealth Advisor Rebecca L Bast

Rebecca L Bast

CLU®, ChFC®

Founder and Private Wealth Advisor

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Photo of Financial Representative Ron Joelson

Ron Joelson

Financial Representative

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Photo of Disability Income Specialist Matthew J Riggs

Matthew J Riggs

CFP®, ChFC®

Disability Income Specialist

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Photo of CEO and Private Wealth Advisor Matthew B. Lytell

Matthew B. Lytell

CFP®, CLU®, RICP®, CIMA®

CEO and Private Wealth Advisor

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Photo of Long Term Care Specialist Jessica M Majeski

Jessica M Majeski

CFP®, ChFC®, CLU®, RICP®, CLTC®

Long Term Care Specialist

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