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Our Team

Partners

Tom Weilert CLU®, ChFC®, RICP®

Partner

Kathleen Wunderlick M.Ed.

Partner

Tom Wunderlick

Partner

Jason Bang CFP®, WMCP®

Partner

Bill Cunningham CLU®, ChFC®, CFP®, AEP®, RICP®

Partner

Karen Szylowski CPA, M.S.T.

Principal

Joe Fallon CFP®, CLU®, ChFC®

Partner

Scott R Sweet J.D., CLU®, CFP®, RICP®, CAP®

Wealth Management Advisor

Associates

Will Brezette

Financial Advisor

Madison Lee Carrier

Financial Advisor

Patrick Weilert

Financial Representative

Dena Patel

Financial Advisor

WWA Team

David Adamson

Director of Investments

Linda Beck RICP®

Director of Retirement and Income Planning

Holley Black

Investment Operations Manager

Amy Taylor

Associate Financial Representative

Gayle Averitt

Financial Planning Assistant

Heather Larkin

Associate Financial Representative

Sally Smith

Associate Financial Representative

Jonathan Sclafani

Financial Planning Analyst

Jamie Morgan

Associate Financial Representative

Maggie Gillen

Associate Financial Representative

Todd Alan Braden CFP®

Director of Planning Services

Dave Seeds Jr

Portfolio Advisor

Amanda Cox

Director of Operations

Avery Cione

Director of Marketing

Caroline Baker

Associate Wealth Management Advisor

Jo Ellen Green

Investment Operations

Bear Adamson

Operations Associate

Natalia Montemayor

Insurance Coordinator

Daniel Banda

Associate Financial Representative

Barrett Lynch

Qualified Plan Associate

Courtney J Sherwood