CONNECT

Address:

3741 Douglas Blvd Suite 310
Roseville, CA 95661

Phone:

(916) 789-8778,Toll-Free: (877) 687-4217

Fax/Other:

916-472-6776

Our Team

Wurm & Frye Team

Janell Shelton, Jerod Wurm, Casey Frye, Angie Brown

 

Jerod WurmJerod Wurm, CFP®, CRPC®, CMFC®
Financial Advisor
Partner 

Jerod Wurm, CERTIFIED FINANCIAL PLANNER™ professional, has been serving the Greater Sacramento area as a financial advisor since 1997. He focuses in helping clients meet their financial goals through investment planning and management. Jerod says, "I'm always here for our clients. I keep an eye on their portfolios, and I stay in touch. Most important, I take the time to understand how people feel about their money and their financial security."

Through his comprehensive wealth management approach, Jerod assists his clients with pre-retirement planning, post retirement income strategies, investment portfolio management, long term care and estate planning strategies. He often works in conjunction with his client's existing tax and estate planning professionals. 

Jerod has earned both the Chartered Retirement Planning CounselorSM (CRPC®) and Chartered Mutual Fund CounselorSM (CMFC®) professional designations from the College for Financial Planning.

He is a member of the Northern California Financial Planning Association (NCFPA) and formerly served on the Board of Directors for the NCFPA. 

Supporting several charitable organizations, Jerod currently serves on the American Cancer Society's Partnership Council. 

Jerod and his wife Sherril were high school sweethearts and grew up locally in Amador County. They have three children and reside in El Dorado Hills. Jerod can often be found on the field or on the courts coaching his children's athletic teams.  


Professional Details

  • CERTIFIED FINANCIAL PLANNER™ professional
  • Chartered Retirement Planning CounselorSM
  • Chartered Mutual Fund CounselorSM
  • Series 9, Series 7, Series 65, Series 63
  • CA Lic. 0C07678
  • Life insurance, Long Term Care and Disability Insurance
  • Jerod Wurm, CFP® , CRPC® , CMFC®  holds the following registrations: Securities Agent: AZ, CA, CO, FL, HI, ID, IN, MN, TX, VA, WY; General Securities Representative; Investment Advisor Representative 

 

Email Jerod
916-789-8778

 

Connect with Jerod on LinkedIn
 

 

Casey FryeCasey Frye, CFP®
Financial Advisor

Casey Frye focuses specifically upon developing comprehensive strategies for managing wealth.  Of their business today, Casey says, “The first thing we do with clients is help them identify their short- and long-term financial goals. Then we develop a customized plan that is both appropriate and comfortable.” Casey is a CERTIFIED FINANCIAL PLANNER™ professional and earned his Bachelor's degree from California State University, Sacramento, in 1997.  He is also a former Board Member of the Financial Planning Association of Northern California.

Casey enjoys golf, boating and playing music in his local church.  He and his wife Kathi are raising their three children and devote most of their time to cultivating love and laughter in their home. 

Professional Details

  • CERTIFIED FINANCIAL PLANNER™ professional
  • Series 7, Series 65, Series 63, Series 24
  • CA Lic. 0C19479
  • Life insurance, Long Term Care and Disability Insurance
  • Casey Frye, CFP®  holds the following registrations: BM/Supervisor; Securities Agent: AZ, CA, CO, FL, HI, ID, IN, MA, MN, MT, NC, NV, OK, OR, TX, VA, WA, WY; General Securities Representative; Investment Advisor Representative 

Email Casey
916-789-8778

Connect with Casey on LinkedIn
 

 

Janell SheltonJanell Shelton
Director of Operations

Janell joined the Wurm & Frye Wealth Management in 2013. As a Director of Operations, she maintains client relationships, addresses their needs, works with new client acquisitions and delivers quality customer service that is tailored to fit each client's individual needs. Janell says, "In addition to providing administrative support to the team, I also work to efficiently handle the daily office workflow, helping to streamline operations and processes to benefit our clients."

She has a strong background of the investment and banking industries which she uses daily to help serve our clients.

In her spare time she enjoys photography, running, and spending time with her family and friends. She and her husband, Rob, are raising their two daughters who are constantly filling their home with laughter.

Email Janell
916-789-8778

 

 

 

 

Angie BrownAngie Brown
Client Relationship Coordinator

When Angie joined Wurm & Frye in 2016 she brought with her more than seventeen years of experience in the event planning and hospitality industries, specializing in large events, concerts and conferences.  Angie thoroughly enjoys interacting with our clientele on a daily basis.  In addition to scheduling our appointments and greeting our clients when they arrive, Angie’s kind attention to detail means she also spearheads our surprise and delight campaigns. She utilizes her personal touch to acknowledge our client’s milestone birthdays, anniversaries, noteworthy trips, adventures, marriages, births and more.   Angie says, “I enjoy the atmosphere of our office and team. We all have the same goal: to provide our clients with a level of service that comes from truly knowing our clients.”  
 
Angie is a Placer county native. She and her husband Matt enjoy traveling, music, playing board games and spending time with friends. She is a self-proclaimed Disney nerd.  She also loves serving others and currently volunteers in an organization that provides resources to military veterans.

Email Angie
916-789-8778

 

 

 

 

 

FINRA’s BrokerCheck Obtain more information about our firm and its financial professionals
FINRA’s BrokerCheck Obtain more information about our firm and its financial professionals