Definitive Wealth

Our team is proud to provide a breadth of experience, specialized financial knowledge and elevated level of service to all our clients. We work together to serve your goals and help you meet your financial future with more confidence.


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Team photo for Definitive Wealth
Team photo for Definitive Wealth

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Advisors

Bonnie Schultz

Financial Advisor

Managing Director
Visit Bonnie Schultz's website

Paige Kerr

CFP®, CEP®, CPWA®, APMA

Associate Manager

Managing Director
Visit Paige Kerr's website

David Winekoff

CFP®, MS, CRPC, APMA

Private Wealth Advisor

Managing Director
Visit David Winekoff's website

Tim Moffitt

CFP®, MBA

Financial Advisor

Associate Vice President
Visit Tim Moffitt's website

Julie Rush

MBA, CAS©

Financial Advisor

Visit Julie Rush's website

Brandon John Hunt

CRPC, APMA

Associate Manager ACD

Visit Brandon John Hunt's website


Team

Saly Ortiz, MBA

Saly Ortiz, MBA

Lead Registered Client Service Associate

Brandon Middleton

Brandon Middleton

Registered Client Service Associate

Viktoria Bendikova

Viktoria Bendikova

Client Service Associate

Kelly Hewitt

Kelly Hewitt

Registered Client Service Associate,

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